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 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 90.16% |
$43.8K - $50.7K
|
2.32K
$110K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.2K+ 36.95% |
$566K - $656K
|
52.7K
$2.49M
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-6.91K- 3.32% |
$275K - $319K
|
201K
$9.5M
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.38K+ 10.9% |
$174K - $202K
|
44.6K
$2.11M
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.83K+ 38.45% |
$312K - $361K
|
28.2K
$1.33M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.96K+ 2.7% |
$198K - $229K
|
189K
$8.9M
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-323- 1.0% |
$12.9K - $14.9K
|
32.1K
$1.52M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
250+ 4.67% |
$9.96K - $11.5K
|
5.6K
$265K
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
155KNew |
$6.19M - $7.16M
|
155K
$7.34M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.38K- 9.46% |
$135K - $156K
|
32.3K
$1.53M
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.46KNew |
$178K - $206K
|
4.46K
$211K
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-270Closed |
$10.8K - $12.5K
|
0
$0
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.79K- 7.49% |
$271K - $313K
|
83.9K
$3.96M
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-67.6K- 50.38% |
$2.69M - $3.12M
|
66.6K
$3.15M
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
33.1KNew |
$1.32M - $1.53M
|
33.1K
$1.56M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 2.6% |
$3.83M - $4.38M
|
4.09M
$193M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
140New |
$5.18K - $5.92K
|
140
$6.61K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
230New |
$8.51K - $9.73K
|
230
$10.9K
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-48K- 57.83% |
$1.78M - $2.03M
|
35K
$1.65M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.16KNew |
$265K - $303K
|
7.16K
$338K
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-13.5KClosed |
$501K - $573K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11KNew |
$407K - $466K
|
11K
$520K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
90New |
$3.33K - $3.81K
|
90
$4.25K
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.79K+ 5.11% |
$288K - $329K
|
160K
$7.57M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
201KNew |
$7.45M - $8.51M
|
201K
$9.51M
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
95New |
$3.52K - $4.02K
|
95
$4.49K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.0% |
$37 - $42.3
|
101
$4.77K
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.15KNew |
$228K - $260K
|
6.15K
$291K
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
386KNew |
$14.3M - $16.3M
|
386K
$18.3M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.3K+ 9.55% |
$382K - $437K
|
118K
$5.59M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.32KNew |
$197K - $225K
|
5.32K
$251K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.24K+ 10.87% |
$231K - $264K
|
63.6K
$3M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.4K+ 35.02% |
$830K - $948K
|
86.4K
$4.08M
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-80- 4.62% |
$2.96K - $3.38K
|
1.65K
$77.9K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
150+ 1.63% |
$5.55K - $6.34K
|
9.35K
$442K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.4K+ 137.46% |
$532K - $608K
|
24.9K
$1.17M
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
4.96KNew |
$184K - $210K
|
4.96K
$234K
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
27.2KNew |
$1.01M - $1.15M
|
27.2K
$1.29M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
102New |
$3.78K - $4.31K
|
102
$4.82K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.37KNew |
$87.9K - $100K
|
2.37K
$112K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6KNew |
$222K - $254K
|
6K
$283K
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
5KNew |
$185K - $211K
|
5K
$236K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.96K- 8.68% |
$72.6K - $82.9K
|
20.6K
$975K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
260New |
$9.62K - $11K
|
260
$12.3K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-101K- 82.89% |
$3.75M - $4.28M
|
20.9K
$987K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19.5K- 1.27% |
$720K - $823K
|
1.51M
$71.4M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-349- 3.8% |
$12.9K - $14.8K
|
8.83K
$417K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
22.9KNew |
$846K - $967K
|
22.9K
$1.08M
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
71.4K+ 944.45% |
$2.64M - $3.02M
|
78.9K
$3.73M
|