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 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-112K- 69.21% |
$5.13M - $5.8M
|
49.9K
$2.66M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.69K- 16.1% |
$351K - $398K
|
40K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
43+ 0.19% |
$1.97K - $2.22K
|
22.1K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.87K+ 5.35% |
$223K - $252K
|
95.9K
$5.12M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-50- 8.33% |
$2.29K - $2.59K
|
550
$29.4K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-9.7K- 7.73% |
$444K - $502K
|
116K
$6.19M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$549 - $621
|
12
$641
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
21.8KNew |
$995K - $1.13M
|
21.8K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-115- 12.25% |
$5.26K - $5.95K
|
824
$44K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
21New |
$960 - $1.09K
|
21
$1.12K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-96.2K- 66.12% |
$4.4M - $4.98M
|
49.3K
$2.63M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.44K- 16.68% |
$111K - $126K
|
12.2K
$650K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-162- 9.01% |
$7.41K - $8.38K
|
1.64K
$87.4K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35.1KNew |
$1.6M - $1.82M
|
35.1K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
4.59KNew |
$210K - $238K
|
4.59K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.93K+ 25.43% |
$88.3K - $99.9K
|
9.52K
$509K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
31.8KNew |
$1.45M - $1.65M
|
31.8K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
36.8K+ 75.21% |
$1.68M - $1.9M
|
85.8K
$4.58M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-183- 1.69% |
$8.37K - $9.47K
|
10.6K
$568K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
642New |
$29.4K - $33.2K
|
642
$34.3K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
50+ 0.55% |
$2.29K - $2.59K
|
9.1K
$486K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.04M+ 17727.94% |
$47.5M - $53.7M
|
1.04M
$55.8M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.94K- 6.94% |
$271K - $307K
|
79.6K
$4.25M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.58KNew |
$210K - $237K
|
4.58K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
73.8K+ 507.32% |
$3.37M - $3.82M
|
88.3K
$4.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-82.1K- 17.24% |
$3.76M - $4.25M
|
394K
$21.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2K- 1.43% |
$91.3K - $103K
|
137K
$7.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 0.88% |
$13.7K - $15.5K
|
33.9K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-101K- 38.07% |
$4.63M - $5.24M
|
165K
$8.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
850+ 0.86% |
$38.9K - $44K
|
100K
$5.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.9KNew |
$727K - $823K
|
15.9K
$850K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.92K+ 3.89% |
$134K - $151K
|
77.9K
$4.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75.7K+ 879.06% |
$3.46M - $3.91M
|
84.3K
$4.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
98.8KNew |
$4.52M - $5.11M
|
98.8K
$5.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
135+ 16.98% |
$6.17K - $6.98K
|
930
$49.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.24K+ 82.58% |
$102K - $116K
|
4.95K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-241K- 98.24% |
$11M - $12.5M
|
4.31K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
8.57KNew |
$392K - $443K
|
8.57K
$458K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-37.6K- 32.23% |
$1.72M - $1.94M
|
79K
$4.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.12% |
$45.7 - $51.7
|
820
$43.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.7KNew |
$718K - $812K
|
15.7K
$839K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-247- 0.14% |
$11.3K - $12.8K
|
173K
$9.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
248New |
$11.3K - $12.8K
|
248
$13.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-40.9K- 48.26% |
$1.87M - $2.12M
|
43.9K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
480K+ 41.73% |
$22M - $24.8M
|
1.63M
$87.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.15K+ 34.62% |
$144K - $163K
|
12.3K
$655K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
7.8KNew |
$357K - $404K
|
7.8K
$417K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.23K- 3.77% |
$56.1K - $63.5K
|
31.3K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
116KNew |
$5.31M - $6.01M
|
116K
$6.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
30.3K+ 34.56% |
$1.38M - $1.57M
|
118K
$6.3M
|