Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (XLG)

XLG Quotes by TradingView

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
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.76K
+ 900.0%
$59.3K - $622K
1.95K $104K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
1.04K
New
$35.2K - $369K
1.04K $55.6K
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
900
+ 900.0%
$30.4K - $319K
1K $53.4K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
855
+ 900.0%
$28.9K - $303K
950 $50.8K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
750
New
$25.3K - $266K
750 $40.1K
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
324
+ 900.0%
$11K - $115K
360 $19.2K
Oct 24, 2023 Q3 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
315
+ 900.0%
$10.6K - $112K
350 $18.7K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
297
+ 900.0%
$10K - $105K
330 $17.6K
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
290
New
$9.8K - $103K
290 $15.5K
Oct 10, 2023 Q3 2023
Founders Capital Management

BUY
 -
230
New
$7.77K - $81.5K
230 $12.3K
Oct 20, 2023 Q3 2023
West Branch Capital LLC

BUY
 -
171
+ 900.0%
$5.78K - $60.6K
190 $10.2K
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
135
+ 900.0%
$4.56K - $47.8K
150 $8.01K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
30
New
$1.01K - $10.6K
30 $1.6K
Q2 2023
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
18.7K
New
$5.75M - $6.53M
18.7K $997K
Oct 30, 2023 Q2 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 PUT
3.52K
New
$1.08M - $1.23M
3.52K $188K
Aug 14, 2023 Q2 2023
Soundwatch Capital LLC

New York, NY
BUY
 -
899
+ 116.0%
$277K - $314K
1.67K $89.4K
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

BUY
 -
20
+ 0.21%
$6.17K - $6.99K
9.64K $515K
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
1
+ 0.25%
$308 - $350
409 $21.9K
Q1 2023
May 10, 2023 Q1 2023
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
2.79K
New
$758K - $866K
2.79K $149K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
726
New
$197K - $225K
726 $38.8K
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
129
New
$35K - $40.1K
129 $6.89K
May 12, 2023 Q1 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
13
New
$3.53K - $4.04K
13 $695
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
1
+ 0.11%
$272 - $311
897 $47.9K
Q4 2022
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
1.29K
New
$34.4K - $384K
1.29K $68.9K
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
862
New
$23K - $257K
862 $46.1K
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
517
New
$13.8K - $154K
517 $27.6K
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
71
New
$1.89K - $21.2K
71 $3.79K
Feb 14, 2023 Q4 2022
F3 Logic, LLC

BUY
 -
17
+ 2.01%
$453 - $5.07K
862 $46.1K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
4
+ 4.44%
$107 - $1.19K
94 $5.02K
Q3 2022
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
8.15K
+ 351.16%
$219K - $2.67M
10.5K $559K
Oct 28, 2022 Q3 2022
Reliant Wealth Planning

BUY
 -
1.6K
+ 1.41%
$43.2K - $524K
116K $6.18M
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
773
New
$20.8K - $253K
773 $41.3K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
760
+ 101.33%
$20.5K - $249K
1.51K $80.7K
Oct 21, 2022 Q3 2022
Tfc Financial Management

BUY
 -
75
New
$2.02K - $24.5K
75 $4.01K
Nov 14, 2022 Q3 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
51
+ 0.7%
$1.37K - $16.7K
7.37K $394K
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

BUY
 -
23
New
$619 - $7.52K
23 $1.23K
Nov 10, 2022 Q3 2022
Laffer Tengler Investments

Nashville, TN
BUY
 -
12
New
$323 - $3.93K
12 $641
Dec 18, 2023 Q3 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
3
New
$80.8 - $981
3 $160
Q2 2022
Aug 12, 2022 Q2 2022
Private Advisory Group LLC

Redmond, WA
BUY
 -
5.37K
New
$1.49M - $1.91M
5.37K $287K
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
766
New
$213K - $273K
766 $40.9K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
259
New
$72K - $92.3K
259 $13.8K
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
56
New
$15.6K - $20K
56 $2.99K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
38
New
$10.6K - $13.5K
38 $2.03K
Jul 15, 2022 Q2 2022
Stuart Chaussee & Associates, Inc.

BUY
 -
23
New
$6.39K - $8.2K
23 $1.23K
Aug 11, 2022 Q2 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
15
New
$4.17K - $5.35K
15 $801
Q1 2022
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
45
New
$14.3K - $16.8K
45 $2.4K
Q2 2021
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
706
New
$212K - $230K
706 $37.7K
Aug 12, 2021 Q2 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
152
New
$45.6K - $49.5K
152 $8.12K
Q1 2021
May 14, 2021 Q1 2021
Montag A & Associates Inc

Atlanta, GA
BUY
 -
4
New
$1.12K - $1.2K
4 $214

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