Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (XLG)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XLG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
27.9M+ 5930.24% |
$1.31B - $1.44B
|
28.4M
$1.47B
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.25MNew |
$106M - $116M
|
2.25M
$116M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.8M+ 22.5% |
$84.3M - $92.7M
|
9.78M
$504M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.29M+ 22.63% |
$60.4M - $66.4M
|
6.97M
$360M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.07MNew |
$50.5M - $55.5M
|
1.07M
$55.5M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
778KNew |
$36.5M - $40.1M
|
778K
$40.1M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
651K+ 144.09% |
$30.6M - $33.6M
|
1.1M
$56.9M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
411K+ 51.39% |
$19.3M - $21.2M
|
1.21M
$62.5M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
345K+ 47.95% |
$16.2M - $17.8M
|
1.07M
$55M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
340K+ 11.02% |
$16M - $17.5M
|
3.43M
$177M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
274K+ 149.89% |
$12.8M - $14.1M
|
456K
$23.5M
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
266KNew |
$12.5M - $13.7M
|
266K
$13.7M
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
226KNew |
$10.6M - $11.7M
|
226K
$11.6M
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
226KNew |
$10.6M - $11.6M
|
226K
$11.6M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
190K+ 66.46% |
$8.93M - $9.82M
|
476K
$24.6M
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
177KNew |
$8.31M - $9.14M
|
177K
$9.14M
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
174KNew |
$8.19M - $9M
|
174K
$9M
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
166KNew |
$7.79M - $8.57M
|
166K
$8.57M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
156K+ 2405.57% |
$7.3M - $8.03M
|
162K
$8.36M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
150KNew |
$7.06M - $7.77M
|
150K
$7.76M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
127K+ 155.23% |
$5.98M - $6.57M
|
209K
$10.8M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
122K+ 17.48% |
$5.74M - $6.31M
|
822K
$42.4M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
112KNew |
$5.28M - $5.8M
|
112K
$5.8M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
112K+ 11.44% |
$5.26M - $5.79M
|
1.09M
$56.4M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
108K+ 105.38% |
$5.09M - $5.59M
|
211K
$10.9M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
104KNew |
$4.87M - $5.35M
|
104K
$5.35M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
96.6K+ 135.36% |
$4.53M - $4.98M
|
168K
$8.67M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96.2K+ 173.93% |
$4.52M - $4.97M
|
152K
$7.82M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
96.2K+ 20.35% |
$4.52M - $4.97M
|
569K
$29.4M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
91.7K+ 103.95% |
$4.3M - $4.73M
|
180K
$9.28M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
89.4K+ 8.23% |
$4.2M - $4.61M
|
1.17M
$60.6M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
89.2K+ 14.84% |
$4.19M - $4.61M
|
690K
$35.6M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
79.1K+ 3.28% |
$3.71M - $4.08M
|
2.49M
$129M
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
76.5K+ 1049.27% |
$3.59M - $3.95M
|
83.8K
$4.33M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
74.7K+ 94.21% |
$3.51M - $3.86M
|
154K
$7.95M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.5K+ 25.85% |
$3.5M - $3.84M
|
363K
$18.7M
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
74.3K+ 537.0% |
$3.49M - $3.84M
|
88.1K
$4.55M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
73KNew |
$3.43M - $3.77M
|
73K
$3.77M
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
67.8K+ 202.8% |
$3.18M - $3.5M
|
101K
$5.22M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.6K+ 7.08% |
$3.13M - $3.44M
|
1.01M
$52M
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
65.1K+ 1097.22% |
$3.06M - $3.36M
|
71K
$3.67M
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
55.2K+ 15.12% |
$2.59M - $2.85M
|
420K
$21.7M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
53.6K+ 129.77% |
$2.52M - $2.77M
|
94.9K
$4.9M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.9K+ 12.95% |
$2.48M - $2.73M
|
462K
$23.8M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.8K+ 7.3% |
$2.48M - $2.73M
|
777K
$40.1M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.3K+ 10.99% |
$2.45M - $2.7M
|
528K
$27.2M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
50.3KNew |
$2.36M - $2.6M
|
50.3K
$2.6M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
50.3K+ 75.98% |
$2.36M - $2.6M
|
117K
$6.02M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48.9K+ 36.9% |
$2.3M - $2.53M
|
182K
$9.37M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
45.5KNew |
$2.14M - $2.35M
|
45.5K
$2.35M
|