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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.01K- 2.79% |
$92K - $104K
|
70.1K
$3.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-140- 22.05% |
$6.4K - $7.24K
|
495
$26.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-25.8K- 11.91% |
$1.18M - $1.33M
|
191K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.97K+ 34.58% |
$227K - $257K
|
19.3K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
366+ 1.06% |
$16.7K - $18.9K
|
35K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.6K+ 3.35% |
$210K - $238K
|
142K
$7.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.3K+ 47.53% |
$561K - $634K
|
38.1K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.1K+ 5.57% |
$690K - $780K
|
286K
$15.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
26New |
$1.19K - $1.34K
|
26
$1.39K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
47.5KNew |
$2.17M - $2.46M
|
47.5K
$2.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
596+ 0.89% |
$27.2K - $30.8K
|
67.3K
$3.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19KNew |
$867K - $981K
|
19K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
107+ 1.8% |
$4.89K - $5.54K
|
6.05K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
476New |
$21.8K - $24.6K
|
476
$25.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
239New |
$10.9K - $12.4K
|
239
$12.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-728- 6.47% |
$33.3K - $37.7K
|
10.5K
$563K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
213+ 0.27% |
$9.74K - $11K
|
80.5K
$4.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.96K- 1.62% |
$89.6K - $101K
|
119K
$6.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
210New |
$9.6K - $10.9K
|
210
$11.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.46K- 49.98% |
$66.8K - $75.6K
|
1.46K
$78.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$9.14K - $10.3K
|
200
$10.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
40.7KNew |
$1.86M - $2.1M
|
40.7K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-18.1K- 51.68% |
$828K - $937K
|
16.9K
$905K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
15.2K+ 264.3% |
$696K - $787K
|
21K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.82KNew |
$312K - $353K
|
6.82K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.07K- 27.36% |
$323K - $366K
|
18.8K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-23.6K- 14.1% |
$1.08M - $1.22M
|
144K
$7.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
78New |
$3.57K - $4.03K
|
78
$4.17K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
17.1KNew |
$780K - $882K
|
17.1K
$911K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-17- 19.54% |
$777 - $879
|
70
$3.74K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.67K+ 23.26% |
$214K - $242K
|
24.8K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
9.06KNew |
$414K - $469K
|
9.06K
$484K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-141- 2.11% |
$6.45K - $7.29K
|
6.53K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.3K- 4.1% |
$1.07M - $1.21M
|
546K
$29.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.2KNew |
$467K - $528K
|
10.2K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
554+ 0.87% |
$25.3K - $28.7K
|
64.2K
$3.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11.7KNew |
$536K - $606K
|
11.7K
$626K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
121+ 175.36% |
$5.53K - $6.26K
|
190
$10.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-25K- 98.92% |
$1.14M - $1.29M
|
274
$14.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-9.24K- 5.5% |
$422K - $478K
|
159K
$8.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.4K+ 67.34% |
$750K - $848K
|
40.7K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.17K- 23.72% |
$191K - $216K
|
13.4K
$716K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-67- 1.44% |
$3.06K - $3.47K
|
4.58K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
201+ 99.01% |
$9.19K - $10.4K
|
404
$21.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
266New |
$12.2K - $13.8K
|
266
$14.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.16M+ 1122.26% |
$53.2M - $60.2M
|
1.27M
$67.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.3KNew |
$471K - $533K
|
10.3K
$550K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-10- 0.05% |
$457 - $517
|
18.9K
$1.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
282K+ 792.46% |
$12.9M - $14.6M
|
318K
$17M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
594+ 9.01% |
$27.2K - $30.7K
|
7.19K
$384K
|