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 |
|---|---|---|---|---|---|---|---|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-7.67KClosed |
$305K - $354K
|
0
$0
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
24.3KNew |
$969K - $1.12M
|
24.3K
$1.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
33.2KNew |
$1.32M - $1.53M
|
33.2K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$904K - $1.05M
|
22.7K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.97KNew |
$198K - $229K
|
4.97K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
613+ 8.54% |
$24.4K - $28.3K
|
7.79K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-11- 6.01% |
$438 - $507
|
172
$8.57K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.76KNew |
$309K - $358K
|
7.76K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
15.8KNew |
$629K - $728K
|
15.8K
$786K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-176- 35.13% |
$7.01K - $8.12K
|
325
$16.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.45KNew |
$177K - $205K
|
4.45K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.2KNew |
$287K - $332K
|
7.2K
$359K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-684- 12.44% |
$27.3K - $31.5K
|
4.82K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-62.1K- 44.63% |
$2.47M - $2.86M
|
77K
$3.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-27- 2.66% |
$1.08K - $1.25K
|
989
$49.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10+ 0.18% |
$398 - $461
|
5.54K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
63.5K+ 81.72% |
$2.53M - $2.93M
|
141K
$7.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-688- 24.27% |
$27.4K - $31.7K
|
2.15K
$107K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
54+ 50.47% |
$2.15K - $2.49K
|
161
$8.02K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
43KNew |
$1.71M - $1.98M
|
43K
$2.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.2K- 60.15% |
$47.8K - $55.3K
|
795
$39.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.13KNew |
$164K - $190K
|
4.13K
$206K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
5.23KNew |
$208K - $241K
|
5.23K
$261K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
17.5KNew |
$697K - $807K
|
17.5K
$871K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.46K- 31.47% |
$138K - $160K
|
7.54K
$375K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.95KNew |
$237K - $275K
|
5.95K
$297K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.12K- 8.58% |
$44.7K - $51.7K
|
12K
$595K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.6KNew |
$63.7K - $73.8K
|
1.6K
$79.7K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
2.11KNew |
$84.2K - $97.5K
|
2.11K
$105K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
180+ 0.28% |
$7.17K - $8.3K
|
64.4K
$3.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
14.6KNew |
$581K - $673K
|
14.6K
$727K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.02K- 18.74% |
$240K - $278K
|
26.1K
$1.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
916New |
$36.5K - $42.2K
|
916
$45.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-207- 0.6% |
$8.25K - $9.55K
|
34.4K
$1.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-710- 21.39% |
$28.3K - $32.7K
|
2.61K
$130K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-23- 0.27% |
$916 - $1.06K
|
8.44K
$420K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-650- 12.87% |
$25.9K - $30K
|
4.4K
$219K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
31KNew |
$1.24M - $1.43M
|
31K
$1.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
66New |
$2.63K - $3.04K
|
66
$3.29K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
381New |
$15.2K - $17.6K
|
381
$19K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
4.5KNew |
$179K - $208K
|
4.5K
$224K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.4KNew |
$732K - $847K
|
18.4K
$915K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 90.16% |
$43.8K - $50.7K
|
2.32K
$116K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.46KNew |
$178K - $206K
|
4.46K
$222K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-270Closed |
$10.8K - $12.5K
|
0
$0
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
140New |
$5.18K - $5.92K
|
140
$6.97K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
230New |
$8.51K - $9.73K
|
230
$11.5K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
95New |
$3.52K - $4.02K
|
95
$4.73K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
90New |
$3.33K - $3.81K
|
90
$4.48K
|
|