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 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.12KNew |
$41.3K - $47.2K
|
1.12K
$52.2K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 1.01% |
$40.7K - $46.6K
|
110K
$5.15M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
863+ 4.94% |
$31.9K - $36.5K
|
18.3K
$859K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
849+ 1.1% |
$31.4K - $35.9K
|
77.8K
$3.64M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
839+ 2.49% |
$31.1K - $35.5K
|
34.6K
$1.62M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
831+ 15.47% |
$30.8K - $35.1K
|
6.2K
$291K
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
651+ 2.51% |
$24.1K - $27.5K
|
26.6K
$1.25M
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
621+ 8.37% |
$23K - $26.3K
|
8.04K
$377K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
583+ 1.05% |
$21.6K - $24.7K
|
56K
$2.63M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
581New |
$21.5K - $24.6K
|
581
$27.2K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
557+ 1.93% |
$20.6K - $23.6K
|
29.5K
$1.38M
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
475+ 1.13% |
$17.6K - $20.1K
|
42.7K
$2M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
428+ 0.62% |
$15.8K - $18.1K
|
68.9K
$3.23M
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
423+ 3.18% |
$15.7K - $17.9K
|
13.7K
$642K
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
400+ 2.7% |
$14.8K - $16.9K
|
15.2K
$712K
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
334+ 3.06% |
$12.4K - $14.1K
|
11.2K
$526K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
319+ 21.7% |
$11.8K - $13.5K
|
1.79K
$83.8K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
270New |
$9.99K - $11.4K
|
270
$12.6K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
260New |
$9.62K - $11K
|
260
$12.2K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201New |
$7.44K - $8.5K
|
201
$9.41K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
200+ 3.53% |
$7.4K - $8.46K
|
5.87K
$275K
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
200+ 2.07% |
$7.4K - $8.46K
|
9.87K
$462K
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
198+ 1.17% |
$7.33K - $8.37K
|
17.2K
$804K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
183New |
$6.77K - $7.74K
|
183
$8.57K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
155+ 2.88% |
$5.74K - $6.55K
|
5.53K
$259K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
150+ 1.63% |
$5.55K - $6.34K
|
9.35K
$438K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
150New |
$5.55K - $6.34K
|
150
$7.03K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
114+ 1.3% |
$4.22K - $4.82K
|
8.87K
$415K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
107New |
$3.96K - $4.53K
|
107
$5.01K
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
107+ 0.29% |
$3.96K - $4.53K
|
37.1K
$1.74M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
102New |
$3.78K - $4.31K
|
102
$4.78K
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
95New |
$3.52K - $4.02K
|
95
$4.45K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
94+ 0.7% |
$3.48K - $3.98K
|
13.4K
$629K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
90New |
$3.33K - $3.81K
|
90
$4.22K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
36New |
$1.33K - $1.52K
|
36
$1.69K
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
30+ 0.08% |
$1.11K - $1.27K
|
38.5K
$1.8M
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
24+ 0.14% |
$888 - $1.01K
|
17K
$798K
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22+ 0.27% |
$814 - $930
|
8.12K
$381K
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21+ 0.17% |
$777 - $888
|
12.2K
$571K
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19+ 0.21% |
$703 - $804
|
9.17K
$430K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.04% |
$444 - $507
|
32.8K
$1.53M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.19% |
$407 - $465
|
5.68K
$266K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 0.15% |
$333 - $381
|
5.82K
$273K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.05% |
$296 - $338
|
17.2K
$806K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.0% |
$37 - $42.3
|
101
$4.73K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1+ 0.01% |
$37 - $42.3
|
16.8K
$788K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.15% |
$37 - $42.3
|
688
$32.2K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
180KNew |
$5.91M - $6.8M
|
180K
$8.42M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
88.3KNew |
$2.9M - $3.34M
|
88.3K
$4.14M
|