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 |
---|---|---|---|---|---|---|---|
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
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
168KNew |
$7.69M - $8.7M
|
168K
$8.98M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149K+ 444.58% |
$6.83M - $7.72M
|
183K
$9.77M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
127K+ 1902.14% |
$5.8M - $6.57M
|
134K
$7.14M
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
116KNew |
$5.31M - $6.01M
|
116K
$6.21M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
109K+ 117.57% |
$4.98M - $5.63M
|
201K
$10.8M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
99.1K+ 54.59% |
$4.53M - $5.13M
|
281K
$15M
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
98.8KNew |
$4.52M - $5.11M
|
98.8K
$5.28M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
98.2K+ 417.81% |
$4.49M - $5.08M
|
122K
$6.51M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
91.5KNew |
$4.18M - $4.73M
|
91.5K
$4.89M
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
77.8KNew |
$3.56M - $4.02M
|
77.8K
$4.16M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
76.9K+ 107.72% |
$3.52M - $3.98M
|
148K
$7.92M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
76.6K+ 16.79% |
$3.5M - $3.96M
|
533K
$28.5M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75.7K+ 879.06% |
$3.46M - $3.91M
|
84.3K
$4.5M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74K+ 10.72% |
$3.38M - $3.83M
|
764K
$40.8M
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
73.8K+ 507.32% |
$3.37M - $3.82M
|
88.3K
$4.72M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63.9K+ 41.47% |
$2.92M - $3.3M
|
218K
$11.6M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
61.1K+ 482.31% |
$2.79M - $3.16M
|
73.8K
$3.94M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
61K+ 5.19% |
$2.79M - $3.16M
|
1.24M
$66M
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
56.7K+ 112.01% |
$2.59M - $2.93M
|
107K
$5.73M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
54.4KNew |
$2.49M - $2.81M
|
54.4K
$2.9M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50.3K+ 3.03% |
$2.3M - $2.6M
|
1.71M
$91.5M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
49.9K+ 160.27% |
$2.28M - $2.58M
|
81K
$4.33M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.7K+ 28.99% |
$2.23M - $2.52M
|
217K
$11.6M
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
47.5KNew |
$2.17M - $2.46M
|
47.5K
$2.54M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.4K+ 19.56% |
$2.17M - $2.45M
|
289K
$15.5M
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
47.1K+ 53.4% |
$2.15M - $2.44M
|
135K
$7.23M
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
45.9K+ 10.91% |
$2.1M - $2.37M
|
466K
$24.9M
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
42.4K+ 233.72% |
$1.94M - $2.19M
|
60.5K
$3.23M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
42.1K+ 8213.26% |
$1.93M - $2.18M
|
42.6K
$2.28M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
41.2KNew |
$1.89M - $2.13M
|
41.2K
$2.2M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
40.7KNew |
$1.86M - $2.1M
|
40.7K
$2.17M
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
39.6KNew |
$1.81M - $2.05M
|
39.6K
$2.12M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37.8KNew |
$1.73M - $1.96M
|
37.8K
$2.02M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
36.8K+ 75.21% |
$1.68M - $1.9M
|
85.8K
$4.58M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.7K+ 28.49% |
$1.68M - $1.9M
|
166K
$8.85M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35.1KNew |
$1.6M - $1.82M
|
35.1K
$1.87M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
34.4K+ 240.65% |
$1.57M - $1.78M
|
48.7K
$2.6M
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
31.8KNew |
$1.45M - $1.65M
|
31.8K
$1.7M
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
30.3K+ 34.56% |
$1.38M - $1.57M
|
118K
$6.3M
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
27.9KNew |
$1.28M - $1.45M
|
27.9K
$1.49M
|