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 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-32.5K- 23.81% |
$1.49M - $1.68M
|
104K
$5.56M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.04K- 36.57% |
$185K - $209K
|
7.01K
$375K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-341- 3.12% |
$15.6K - $17.6K
|
10.6K
$565K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10- 0.01% |
$457 - $517
|
87.1K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
934+ 2.95% |
$42.7K - $48.3K
|
32.6K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
77.8KNew |
$3.56M - $4.02M
|
77.8K
$4.16M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.1K+ 331.23% |
$464K - $524K
|
13.2K
$705K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
22.1K+ 10.58% |
$1.01M - $1.15M
|
232K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.38K- 5.37% |
$63.3K - $71.6K
|
24.4K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
15.3K+ 62.28% |
$699K - $791K
|
39.8K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
924+ 11.02% |
$42.2K - $47.8K
|
9.31K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
251+ 4.1% |
$11.5K - $13K
|
6.38K
$341K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
45.9K+ 10.91% |
$2.1M - $2.37M
|
466K
$24.9M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-1.35K- 22.81% |
$61.7K - $69.8K
|
4.57K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-310- 14.44% |
$14.2K - $16K
|
1.84K
$98.2K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-583- 5.1% |
$26.7K - $30.2K
|
10.9K
$580K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
847K+ 8.67% |
$38.7M - $43.8M
|
10.6M
$568M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
49.9K+ 160.27% |
$2.28M - $2.58M
|
81K
$4.33M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.49K+ 106.61% |
$205K - $232K
|
8.69K
$465K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
5.54KNew |
$253K - $287K
|
5.54K
$296K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
6.86KNew |
$314K - $355K
|
6.86K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
10+ 16.39% |
$457 - $517
|
71
$3.79K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-123Closed |
$5.62K - $6.36K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
296New |
$13.5K - $15.3K
|
296
$15.8K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-105- 2.13% |
$4.8K - $5.43K
|
4.83K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-1.07K- 49.36% |
$49K - $55.5K
|
1.1K
$58.8K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.71K+ 4.04% |
$78.2K - $88.5K
|
44K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
16.7K+ 119.42% |
$764K - $864K
|
30.7K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-480- 1.24% |
$21.9K - $24.8K
|
38.2K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
349KNew |
$15.9M - $18M
|
349K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11.4K- 52.19% |
$521K - $590K
|
10.4K
$558K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
61.1K+ 482.31% |
$2.79M - $3.16M
|
73.8K
$3.94M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.14K+ 36.24% |
$418K - $473K
|
34.4K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-5.91K- 13.88% |
$270K - $306K
|
36.7K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4.05K+ 137.28% |
$185K - $209K
|
7K
$374K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
56.7K+ 112.01% |
$2.59M - $2.93M
|
107K
$5.73M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
109K+ 117.57% |
$4.98M - $5.63M
|
201K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2+ 0.04% |
$91.4 - $103
|
4.82K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4- 0.07% |
$183 - $207
|
5.84K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
358K+ 32.75% |
$16.4M - $18.5M
|
1.45M
$77.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
170K+ 46.85% |
$7.77M - $8.79M
|
532K
$28.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.42K+ 12.28% |
$385K - $436K
|
77K
$4.11M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
43.3KNew |
$1.98M - $2.24M
|
43.3K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.99K- 23.59% |
$91.2K - $103K
|
6.46K
$345K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.4KNew |
$474K - $536K
|
10.4K
$554K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
306K+ 37.17% |
$14M - $15.8M
|
1.13M
$60.2M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.8KNew |
$219K - $248K
|
4.8K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.31K- 39.33% |
$151K - $171K
|
5.11K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.56K+ 57.57% |
$71.1K - $80.4K
|
4.26K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.95K+ 79.64% |
$272K - $308K
|
13.4K
$717K
|