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 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.51K+ 900.0% |
$186K - $1.95M
|
6.12K
$290K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
324+ 900.0% |
$11K - $115K
|
360
$17K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.1KNew |
$37.2K - $390K
|
1.1K
$52.1K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
297+ 900.0% |
$10K - $105K
|
330
$15.6K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
95.2K+ 900.0% |
$3.22M - $33.8M
|
106K
$5.01M
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
315+ 900.0% |
$10.6K - $112K
|
350
$16.6K
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
421K+ 900.0% |
$14.2M - $149M
|
468K
$22.2M
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
171+ 900.0% |
$5.78K - $60.6K
|
190
$8.99K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
207+ 900.0% |
$7K - $73.4K
|
230
$10.9K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.03KNew |
$68.6K - $719K
|
2.03K
$96.1K
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
9.83K+ 900.0% |
$332K - $3.48M
|
10.9K
$517K
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
BUY
|
- |
8.57K+ 302.26% |
$290K - $3.04M
|
11.4K
$540K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.9K+ 890.38% |
$435K - $4.56M
|
14.3K
$677K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
750New |
$25.3K - $266K
|
750
$35.5K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.97K+ 900.0% |
$100K - $1.05M
|
3.3K
$156K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
290New |
$9.8K - $103K
|
290
$13.7K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
135+ 900.0% |
$4.56K - $47.8K
|
150
$7.1K
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
3.1KNew |
$105K - $1.1M
|
3.1K
$147K
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.98K+ 900.0% |
$337K - $3.54M
|
11.1K
$525K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
57New |
$1.93K - $20.2K
|
57
$2.7K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
230New |
$7.77K - $81.5K
|
230
$10.9K
|
|
Q2 2023 | |||||||
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.66K- 89.38% |
$2.36M - $2.68M
|
910
$43.1K
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
3.52KNew |
$1.08M - $1.23M
|
3.52K
$166K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-463- 43.03% |
$143K - $162K
|
613
$29K
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
899+ 116.0% |
$277K - $314K
|
1.67K
$79.2K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1+ 0.25% |
$308 - $350
|
409
$19.4K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
200+ 200.0% |
$61.7K - $69.9K
|
300
$14.2K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
18.7KNew |
$5.75M - $6.53M
|
18.7K
$883K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
20+ 0.21% |
$6.17K - $6.99K
|
9.64K
$456K
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.78KNew |
$1.47M - $1.67M
|
4.78K
$226K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-54.6K- 99.96% |
$14.8M - $16.9M
|
20
$947
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
958New |
$260K - $297K
|
958
$45.4K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
13New |
$3.53K - $4.04K
|
13
$615
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
726New |
$197K - $225K
|
726
$34.4K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.79KNew |
$758K - $866K
|
2.79K
$132K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.11% |
$272 - $311
|
897
$42.5K
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-636- 44.26% |
$173K - $197K
|
801
$37.9K
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-217- 23.93% |
$58.9K - $67.4K
|
690
$32.7K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
129New |
$35K - $40.1K
|
129
$6.11K
|
|
Q4 2022 | |||||||
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
862New |
$234K - $257K
|
862
$40.8K
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
758New |
$205K - $226K
|
758
$35.9K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.29KNew |
$349K - $384K
|
1.29K
$61.1K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
17+ 2.01% |
$4.61K - $5.07K
|
862
$40.8K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
517New |
$140K - $154K
|
517
$24.5K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
71New |
$19.2K - $21.2K
|
71
$3.36K
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-60- 2.23% |
$16.3K - $17.9K
|
2.63K
$125K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 4.44% |
$1.08K - $1.19K
|
94
$4.45K
|
|
Q3 2022 | |||||||
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3New |
$835 - $981
|
3
$142
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-17- 23.94% |
$4.73K - $5.56K
|
54
$2.56K
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
51+ 0.7% |
$14.2K - $16.7K
|
7.37K
$349K
|