Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (XLG)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XLG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-74- 1.53% |
$3.15K - $3.55K
|
4.76K
$240K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
158K+ 17.0% |
$6.71M - $7.56M
|
1.09M
$54.8M
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.9K+ 222.73% |
$208K - $235K
|
7.1K
$358K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
536+ 0.51% |
$22.8K - $25.7K
|
106K
$5.37M
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
997+ 12.53% |
$42.4K - $47.8K
|
8.96K
$452K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-12.8K- 57.96% |
$545K - $614K
|
9.28K
$469K
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.39K+ 15.23% |
$102K - $115K
|
18.1K
$912K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74K- 13.52% |
$3.15M - $3.55M
|
473K
$23.9M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.44K+ 22.78% |
$189K - $213K
|
23.9K
$1.21M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-136K- 96.43% |
$5.78M - $6.52M
|
5.03K
$254K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27.8K+ 39.14% |
$1.18M - $1.33M
|
98.8K
$4.99M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
999+ 7.32% |
$42.5K - $47.9K
|
14.6K
$739K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28K- 17.36% |
$1.19M - $1.34M
|
133K
$6.74M
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-153- 0.94% |
$6.51K - $7.34K
|
16.1K
$812K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.6K- 9.48% |
$791K - $892K
|
177K
$8.96M
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
23.2KNew |
$989K - $1.11M
|
23.2K
$1.17M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 36.7% |
$1.7K - $1.92K
|
69
$3.48K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
221+ 1.8% |
$9.4K - $10.6K
|
12.5K
$632K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-51- 1.05% |
$2.17K - $2.45K
|
4.82K
$243K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.1KNew |
$132K - $149K
|
3.1K
$156K
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-44- 0.09% |
$1.87K - $2.11K
|
49.7K
$2.51M
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-506- 1.53% |
$21.5K - $24.3K
|
32.6K
$1.65M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-74- 1.09% |
$3.15K - $3.55K
|
6.7K
$338K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
998New |
$42.5K - $47.9K
|
998
$50.4K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.26K+ 17.9% |
$309K - $348K
|
47.8K
$2.41M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.08K+ 50.63% |
$344K - $387K
|
24K
$1.21M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.77KNew |
$245K - $277K
|
5.77K
$291K
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
979+ 0.64% |
$41.6K - $47K
|
155K
$7.81M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-76K- 18.63% |
$3.23M - $3.65M
|
332K
$16.8M
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-447- 95.51% |
$19K - $21.4K
|
21
$1.06K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-29.2K- 55.41% |
$1.24M - $1.4M
|
23.5K
$1.19M
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.52K+ 3.86% |
$64.7K - $72.9K
|
40.9K
$2.06M
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.15% |
$766 - $863
|
12.2K
$617K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
901+ 0.57% |
$38.3K - $43.2K
|
160K
$8.09M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
83.3K+ 13.51% |
$3.54M - $4M
|
700K
$35.3M
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
73.5K+ 110.37% |
$3.13M - $3.53M
|
140K
$7.07M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.18% |
$383 - $432
|
4.96K
$251K
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
37.9KNew |
$1.61M - $1.82M
|
37.9K
$1.91M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-170K- 90.11% |
$7.23M - $8.15M
|
18.7K
$942K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 0.14% |
$340 - $384
|
5.85K
$295K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-10.6K- 15.93% |
$453K - $510K
|
56.1K
$2.83M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.02K- 13.4% |
$43.3K - $48.8K
|
6.58K
$332K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.8K+ 127.58% |
$543K - $612K
|
22.8K
$1.15M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-67.2K- 32.32% |
$2.86M - $3.22M
|
141K
$7.1M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-169- 0.14% |
$7.19K - $8.11K
|
125K
$6.29M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
745+ 2.97% |
$31.7K - $35.7K
|
25.8K
$1.3M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.68K+ 8.81% |
$71.3K - $80.3K
|
20.7K
$1.04M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.1K+ 2.69% |
$1.49M - $1.68M
|
1.34M
$67.7M
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-971- 2.7% |
$41.3K - $46.6K
|
35K
$1.77M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
336K+ 69.71% |
$14.3M - $16.1M
|
817K
$41.2M
|