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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15.5K- 32.63% |
$711K - $804K
|
32.1K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.6K+ 1.14% |
$1.17M - $1.33M
|
2.28M
$122M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.9K- 62.34% |
$679K - $769K
|
8.98K
$480K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
99.1K+ 54.59% |
$4.53M - $5.13M
|
281K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.83K+ 9.56% |
$175K - $198K
|
43.9K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-22.4K- 34.77% |
$1.02M - $1.16M
|
42K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
27.9KNew |
$1.28M - $1.45M
|
27.9K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
912+ 5.43% |
$41.7K - $47.2K
|
17.7K
$947K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100K- 60.3% |
$4.58M - $5.18M
|
65.9K
$3.52M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15.3K+ 217.33% |
$701K - $793K
|
22.4K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-17K- 77.05% |
$777K - $879K
|
5.06K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
331KNew |
$15.1M - $17.1M
|
331K
$17.7M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.79KNew |
$265K - $299K
|
5.79K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.66K+ 2.3% |
$76.1K - $86.1K
|
73.9K
$3.95M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-27- 17.76% |
$1.23K - $1.4K
|
125
$6.68K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.16K+ 15.93% |
$53K - $60K
|
8.44K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
240K+ 1414.89% |
$11M - $12.4M
|
257K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
305+ 2.35% |
$13.9K - $15.8K
|
13.3K
$711K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
388+ 149.23% |
$17.7K - $20.1K
|
648
$34.6K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.09M+ 140.43% |
$49.9M - $56.4M
|
1.87M
$99.8M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
14.8K+ 369.27% |
$676K - $765K
|
18.8K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-61.3K- 86.29% |
$2.8M - $3.17M
|
9.74K
$520K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-531K- 55.86% |
$24.3M - $27.5M
|
420K
$22.4M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.29M+ 212.9% |
$105M - $118M
|
3.36M
$180M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
600New |
$27.4K - $31K
|
600
$32.1K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
34.4K+ 240.65% |
$1.57M - $1.78M
|
48.7K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
168KNew |
$7.69M - $8.7M
|
168K
$8.98M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-731- 82.04% |
$33.4K - $37.8K
|
160
$8.55K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-10.2K- 6.75% |
$464K - $525K
|
140K
$7.5M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-11.4K- 26.62% |
$523K - $591K
|
31.5K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
91.5KNew |
$4.18M - $4.73M
|
91.5K
$4.89M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.63K- 47.96% |
$349K - $395K
|
8.28K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58.1K- 38.35% |
$2.66M - $3.01M
|
93.4K
$4.99M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.44K+ 34.74% |
$112K - $126K
|
9.47K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.37KNew |
$62.7K - $71K
|
1.37K
$73.3K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-125- 0.51% |
$5.72K - $6.47K
|
24.2K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-57.9K- 12.54% |
$2.65M - $2.99M
|
404K
$21.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
878+ 8.82% |
$40.1K - $45.4K
|
10.8K
$579K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.5K+ 8.07% |
$752K - $851K
|
220K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.85K+ 8.35% |
$359K - $406K
|
102K
$5.45M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
81+ 0.61% |
$3.7K - $4.19K
|
13.4K
$717K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
22.5K+ 258.62% |
$1.03M - $1.16M
|
31.2K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
16.6KNew |
$761K - $861K
|
16.6K
$889K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
15.7KNew |
$720K - $814K
|
15.7K
$841K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-114Closed |
$5.21K - $5.9K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.06K+ 1280.72% |
$48.6K - $55K
|
1.15K
$61.2K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-764K- 69.22% |
$34.9M - $39.5M
|
339K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
18.5K+ 25.38% |
$848K - $959K
|
91.6K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
115New |
$5.26K - $5.95K
|
115
$6.14K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
227New |
$10.4K - $11.7K
|
227
$12.1K
|