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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.3K+ 48.14% |
$135K - $172K
|
10.2K
$543K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.05K+ 66.43% |
$125K - $159K
|
7.65K
$409K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.98K+ 57.51% |
$122K - $155K
|
8.16K
$436K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
2.51K+ 54.74% |
$103K - $131K
|
7.09K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.37K+ 18.62% |
$96.9K - $123K
|
15.1K
$805K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.92K+ 21.88% |
$78.4K - $99.8K
|
10.7K
$570K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
1.71K+ 4.91% |
$69.9K - $89K
|
36.5K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.44K+ 30.33% |
$59.1K - $75.2K
|
6.2K
$331K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.2K+ 1.87% |
$49.1K - $62.5K
|
65.3K
$3.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.12K+ 943.7% |
$46K - $58.5K
|
1.24K
$66.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.11K+ 5.98% |
$45.3K - $57.7K
|
19.6K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.04K+ 12.14% |
$42.7K - $54.4K
|
9.64K
$515K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
663New |
$27.1K - $34.5K
|
663
$35.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
271+ 1.19% |
$11.1K - $14.1K
|
23K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
259New |
$10.6K - $13.5K
|
259
$13.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
215+ 2.93% |
$8.8K - $11.2K
|
7.56K
$404K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
200New |
$8.19K - $10.4K
|
200
$10.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
118New |
$4.83K - $6.15K
|
118
$6.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
90+ 0.79% |
$3.68K - $4.69K
|
11.6K
$617K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
60+ 1.01% |
$2.46K - $3.13K
|
6K
$321K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
57+ 0.89% |
$2.33K - $2.97K
|
6.44K
$344K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
45+ 45.0% |
$1.84K - $2.34K
|
145
$7.75K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
41+ 0.5% |
$1.68K - $2.14K
|
8.22K
$439K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
38New |
$1.56K - $1.98K
|
38
$2.03K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
20+ 0.16% |
$819 - $1.04K
|
12.6K
$675K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
12+ 9.3% |
$491 - $625
|
141
$7.53K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
11New |
$450 - $573
|
11
$588
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.2% |
$409 - $521
|
4.99K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.27% |
$81.9 - $104
|
735
$39.3K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.29M+ 212.9% |
$105M - $118M
|
3.36M
$180M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19M+ 225.92% |
$54.5M - $61.7M
|
1.72M
$91.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.16M+ 1122.26% |
$53.2M - $60.2M
|
1.27M
$67.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.09M+ 140.43% |
$49.9M - $56.4M
|
1.87M
$99.8M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.04M+ 17727.94% |
$47.5M - $53.7M
|
1.04M
$55.8M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
850K+ 79.72% |
$38.8M - $43.9M
|
1.92M
$102M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
847K+ 8.67% |
$38.7M - $43.8M
|
10.6M
$568M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
480K+ 41.73% |
$22M - $24.8M
|
1.63M
$87.2M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
358K+ 32.75% |
$16.4M - $18.5M
|
1.45M
$77.5M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
349KNew |
$15.9M - $18M
|
349K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
331KNew |
$15.1M - $17.1M
|
331K
$17.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
306K+ 37.17% |
$14M - $15.8M
|
1.13M
$60.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
304K+ 2575.29% |
$13.9M - $15.7M
|
316K
$16.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
282K+ 792.46% |
$12.9M - $14.6M
|
318K
$17M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
259K+ 606.42% |
$11.8M - $13.4M
|
301K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
240K+ 1414.89% |
$11M - $12.4M
|
257K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
235KNew |
$10.7M - $12.2M
|
235K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
207KNew |
$9.46M - $10.7M
|
207K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
207K+ 5.13% |
$9.46M - $10.7M
|
4.24M
$226M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
171K+ 2.46% |
$7.84M - $8.87M
|
7.14M
$382M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
170K+ 46.85% |
$7.77M - $8.79M
|
532K
$28.5M
|
|