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 |
---|---|---|---|---|---|---|---|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
76.5KNew |
$2.51M - $2.89M
|
76.5K
$3.58M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
62.6KNew |
$2.06M - $2.37M
|
62.6K
$2.93M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
38.3K+ 14.09% |
$1.26M - $1.45M
|
310K
$14.5M
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
30.5KNew |
$1M - $1.15M
|
30.5K
$1.43M
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
30.4K+ 121.6% |
$999K - $1.15M
|
55.4K
$2.59M
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
29KNew |
$952K - $1.1M
|
29K
$1.36M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
25KNew |
$822K - $946K
|
25K
$1.17M
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
13.8KNew |
$452K - $520K
|
13.8K
$644K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.4KNew |
$341K - $393K
|
10.4K
$486K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.09K+ 101.84% |
$200K - $231K
|
12.1K
$566K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5.85KNew |
$192K - $221K
|
5.85K
$274K
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.5KNew |
$181K - $208K
|
5.5K
$258K
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.31KNew |
$174K - $201K
|
5.31K
$249K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.69K+ 48.21% |
$121K - $140K
|
11.4K
$532K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.22KNew |
$40.1K - $46.2K
|
1.22K
$57.1K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.21KNew |
$39.6K - $45.6K
|
1.21K
$56.5K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 141.13% |
$39.5K - $45.4K
|
2.05K
$96.1K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.2KNew |
$39.4K - $45.4K
|
1.2K
$56.2K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
750New |
$24.7K - $28.4K
|
750
$35.1K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
700New |
$23K - $26.5K
|
700
$32.8K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
550New |
$18.1K - $20.8K
|
550
$25.8K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
390New |
$12.8K - $14.8K
|
390
$18.3K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
381New |
$12.5K - $14.4K
|
381
$17.8K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
340New |
$11.2K - $12.9K
|
340
$15.9K
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
260New |
$8.55K - $9.84K
|
260
$12.2K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
220+ 3.21% |
$7.23K - $8.32K
|
7.07K
$331K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
66+ 6.41% |
$2.17K - $2.5K
|
1.1K
$51.3K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
39New |
$1.28K - $1.48K
|
39
$1.83K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$329 - $378
|
10
$468
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
421K+ 900.0% |
$14.2M - $149M
|
468K
$21.9M
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
95.2K+ 900.0% |
$3.22M - $33.8M
|
106K
$4.96M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.9KNew |
$1.48M - $15.6M
|
43.9K
$2.06M
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
35K+ 498.7% |
$1.18M - $12.4M
|
42K
$1.97M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
31.7K+ 900.0% |
$1.07M - $11.2M
|
35.2K
$1.65M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20K+ 900.0% |
$675K - $7.08M
|
22.2K
$1.04M
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
14K+ 821.86% |
$473K - $4.96M
|
15.7K
$735K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.9K+ 890.38% |
$435K - $4.56M
|
14.3K
$670K
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
10.5K+ 882.63% |
$356K - $3.73M
|
11.7K
$549K
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.98K+ 900.0% |
$337K - $3.54M
|
11.1K
$519K
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
9.83K+ 900.0% |
$332K - $3.48M
|
10.9K
$511K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
8.85K+ 653.4% |
$299K - $3.13M
|
10.2K
$478K
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
BUY
|
- |
8.57K+ 302.26% |
$290K - $3.04M
|
11.4K
$534K
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.77K+ 882.95% |
$263K - $2.75M
|
8.65K
$405K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7.32K+ 900.0% |
$247K - $2.59M
|
8.13K
$381K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.22K+ 900.0% |
$244K - $2.56M
|
8.02K
$376K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.17K+ 900.0% |
$242K - $2.54M
|
7.97K
$373K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.42KNew |
$217K - $2.28M
|
6.42K
$301K
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.39KNew |
$216K - $2.26M
|
6.39K
$299K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.51K+ 900.0% |
$186K - $1.95M
|
6.12K
$287K
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
3.1KNew |
$105K - $1.1M
|
3.1K
$145K
|