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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.15K+ 351.16% |
$2.27M - $2.67M
|
10.5K
$496K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
760+ 101.33% |
$212K - $249K
|
1.51K
$71.5K
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
12New |
$3.34K - $3.93K
|
12
$568
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
1.6K+ 1.41% |
$446K - $524K
|
116K
$5.48M
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-720- 1.21% |
$200K - $236K
|
58.9K
$2.79M
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
75New |
$20.9K - $24.5K
|
75
$3.55K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
23New |
$6.4K - $7.52K
|
23
$1.09K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
773New |
$215K - $253K
|
773
$36.6K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-245- 13.92% |
$68.2K - $80.1K
|
1.52K
$71.7K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
56New |
$15.6K - $20K
|
56
$2.65K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-823Closed |
$229K - $293K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-30Closed |
$8.34K - $10.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35.8KNew |
$9.94M - $12.8M
|
35.8K
$1.69M
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-107Closed |
$29.7K - $38.2K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.37KNew |
$1.49M - $1.91M
|
5.37K
$254K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-599Closed |
$166K - $214K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-703Closed |
$195K - $251K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$4.17K - $5.35K
|
15
$710
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.36KClosed |
$378K - $485K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
259New |
$72K - $92.3K
|
259
$12.3K
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
766New |
$213K - $273K
|
766
$36.3K
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-23KClosed |
$6.39M - $8.19M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-56.1K- 97.82% |
$15.6M - $20M
|
1.25K
$59.3K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-234Closed |
$65K - $83.4K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-962Closed |
$267K - $343K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Ursa Fund Management, LLC
|
SELL
|
PUT |
-50KClosed |
$13.9M - $17.8M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.41KClosed |
$669K - $859K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-573Closed |
$159K - $204K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
38New |
$10.6K - $13.5K
|
38
$1.8K
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-65- 5.63% |
$18.1K - $23.2K
|
1.09K
$51.6K
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-183- 16.68% |
$50.8K - $65.3K
|
914
$43.3K
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
23New |
$6.39K - $8.2K
|
23
$1.09K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-616Closed |
$171K - $220K
|
0
$0
|
|
Q1 2022 | |||||||
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-709Closed |
$226K - $265K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-96Closed |
$30.6K - $35.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.62KClosed |
$515K - $604K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-13.4KClosed |
$4.27M - $5.02M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-600Closed |
$191K - $224K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-726Closed |
$231K - $271K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-1.02KClosed |
$325K - $382K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12Closed |
$3.82K - $4.48K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-30.2KClosed |
$9.62M - $11.3M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.5KClosed |
$1.11M - $1.31M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.08KClosed |
$2.89M - $3.39M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-12.3KClosed |
$3.91M - $4.59M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
45New |
$14.3K - $16.8K
|
45
$2.13K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-707Closed |
$225K - $264K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15Closed |
$4.78K - $5.61K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-29.8KClosed |
$9.49M - $11.1M
|
0
$0
|