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 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.5K+ 14.1% |
$2.15M - $2.42M
|
409K
$20.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-76K- 23.9% |
$3.23M - $3.65M
|
242K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
399New |
$17K - $19.1K
|
399
$20.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
13.8KNew |
$589K - $664K
|
13.8K
$698K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
20.3KNew |
$863K - $974K
|
20.3K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.13KNew |
$261K - $294K
|
6.13K
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
18.2KNew |
$773K - $872K
|
18.2K
$918K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-256- 3.26% |
$10.9K - $12.3K
|
7.59K
$383K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
127+ 0.86% |
$5.4K - $6.09K
|
14.9K
$754K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
3.9K+ 2.51% |
$166K - $187K
|
159K
$8.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-437- 17.87% |
$18.6K - $21K
|
2.01K
$101K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170New |
$7.23K - $8.15K
|
170
$8.58K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.1K- 2.1% |
$132K - $149K
|
144K
$7.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.86K+ 2.46% |
$292K - $329K
|
286K
$14.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
31.7K+ 23.65% |
$1.35M - $1.52M
|
166K
$8.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
708+ 7.25% |
$30.1K - $34K
|
10.5K
$529K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.39KNew |
$229K - $259K
|
5.39K
$272K
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-478K- 99.99% |
$20.3M - $22.9M
|
48
$2.42K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.74K+ 1.09% |
$117K - $131K
|
255K
$12.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
750+ 8.26% |
$31.9K - $36K
|
9.83K
$496K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
55+ 0.95% |
$2.34K - $2.64K
|
5.84K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-51.9K- 82.4% |
$2.21M - $2.49M
|
11.1K
$560K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
122K+ 1464.14% |
$5.17M - $5.83M
|
130K
$6.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-180- 1.74% |
$7.66K - $8.63K
|
10.2K
$514K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
4.05K+ 97.83% |
$172K - $194K
|
8.19K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-6.77K- 51.13% |
$288K - $325K
|
6.47K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.27K- 3.18% |
$96.7K - $109K
|
69.3K
$3.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.46K+ 5.51% |
$105K - $118K
|
47K
$2.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36.6K+ 652.45% |
$1.56M - $1.75M
|
42.2K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-274- 3.63% |
$11.7K - $13.1K
|
7.27K
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.43K+ 24.2% |
$60.9K - $68.6K
|
7.35K
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.48K- 1.76% |
$62.8K - $70.9K
|
82.5K
$4.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
953+ 0.18% |
$40.5K - $45.7K
|
545K
$27.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25New |
$1.06K - $1.2K
|
25
$1.26K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6.39K- 27.71% |
$272K - $306K
|
16.7K
$841K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.29K+ 5.89% |
$97.2K - $110K
|
41.1K
$2.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-805- 2.78% |
$34.2K - $38.6K
|
28.2K
$1.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.3K- 5.41% |
$183K - $206K
|
75.1K
$3.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
381New |
$16.2K - $18.3K
|
381
$19.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
260+ 10.7% |
$11.1K - $12.5K
|
2.69K
$136K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-505- 91.82% |
$21.5K - $24.2K
|
45
$2.27K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 0.05% |
$1.15K - $1.3K
|
53.6K
$2.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-323- 1.68% |
$13.7K - $15.5K
|
18.9K
$956K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
565+ 11.37% |
$24K - $27.1K
|
5.54K
$279K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
234+ 0.22% |
$9.95K - $11.2K
|
104K
$5.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.94K+ 12.45% |
$82.4K - $93K
|
17.5K
$884K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.74KNew |
$287K - $323K
|
6.74K
$340K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
436+ 1.35% |
$18.5K - $20.9K
|
32.8K
$1.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.7KNew |
$200K - $225K
|
4.7K
$237K
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-310K- 52.22% |
$13.2M - $14.9M
|
284K
$14.3M
|