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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21+ 0.17% |
$837 - $969
|
12.2K
$576K
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.2% |
$398 - $461
|
4.95K
$234K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.99K- 4.22% |
$159K - $184K
|
90.6K
$4.28M
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
31KNew |
$1.24M - $1.43M
|
31K
$1.47M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.86K+ 320.83% |
$74.3K - $86K
|
2.45K
$116K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15K+ 31.88% |
$598K - $693K
|
62.1K
$2.94M
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
52.1K+ 20.21% |
$2.08M - $2.4M
|
310K
$14.6M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.87K- 16.24% |
$114K - $132K
|
14.8K
$699K
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.6K+ 29.81% |
$144K - $166K
|
15.7K
$741K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8- 22.22% |
$319 - $369
|
28
$1.32K
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5KNew |
$199K - $231K
|
5K
$236K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.8K+ 7.56% |
$1.35M - $1.56M
|
481K
$22.7M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
223K+ 20.64% |
$8.9M - $10.3M
|
1.31M
$61.7M
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 15.82% |
$77.9K - $90.2K
|
14.3K
$676K
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
12.6K+ 3.16% |
$501K - $580K
|
411K
$19.4M
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
70+ 1.43% |
$2.79K - $3.23K
|
4.97K
$235K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.06K+ 46.48% |
$202K - $233K
|
16K
$753K
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
358+ 2.09% |
$14.3K - $16.5K
|
17.5K
$827K
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
60.5K+ 64.94% |
$2.41M - $2.79M
|
154K
$7.26M
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
66New |
$2.63K - $3.04K
|
66
$3.12K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.34K- 10.6% |
$372K - $431K
|
78.8K
$3.72M
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
6.25K+ 67.1% |
$249K - $288K
|
15.6K
$735K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.32K- 6.51% |
$52.7K - $61.1K
|
19K
$898K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20.7K+ 352.34% |
$823K - $953K
|
26.5K
$1.25M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.84K+ 1.5% |
$73.4K - $85K
|
125K
$5.89M
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.54K- 6.59% |
$101K - $117K
|
36K
$1.7M
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.03K+ 20.99% |
$40.9K - $47.3K
|
5.91K
$279K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
587K+ 4253.29% |
$23.4M - $27.1M
|
601K
$28.4M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
727KNew |
$28.9M - $33.5M
|
727K
$34.3M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.78K+ 8.71% |
$270K - $313K
|
84.6K
$3.99M
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19+ 0.21% |
$757 - $876
|
9.19K
$434K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.9K+ 279.72% |
$595K - $689K
|
20.3K
$958K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60.7K+ 7.0% |
$2.42M - $2.8M
|
928K
$43.8M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
381New |
$15.2K - $17.6K
|
381
$18K
|
|
Jul 16, 2024
Q2 2024
|
Client First Capital LLC
|
BUY
|
- |
64KNew |
$2.55M - $2.95M
|
64K
$3.02M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
148+ 1.22% |
$5.9K - $6.83K
|
12.3K
$581K
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14+ 0.02% |
$558 - $646
|
79.4K
$3.75M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
10.5KNew |
$417K - $482K
|
10.5K
$494K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.4KNew |
$732K - $847K
|
18.4K
$868K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.55KNew |
$301K - $348K
|
7.55K
$356K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
109New |
$4.34K - $5.03K
|
109
$5.15K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
4.5KNew |
$179K - $208K
|
4.5K
$213K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.29% |
$79.7 - $92.2
|
690
$32.6K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51+ 0.2% |
$2.03K - $2.35K
|
25.1K
$1.18M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47.1K+ 935.12% |
$1.88M - $2.17M
|
52.1K
$2.46M
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.41K+ 3.7% |
$56K - $64.8K
|
39.4K
$1.86M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.85K+ 14.28% |
$193K - $224K
|
38.8K
$1.83M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.64K+ 2305.97% |
$185K - $214K
|
4.84K
$228K
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-742- 1.03% |
$29.6K - $34.2K
|
71.5K
$3.38M
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.36K- 3.87% |
$54K - $62.5K
|
33.7K
$1.59M
|