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 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
5.54KNew |
$253K - $287K
|
5.54K
$296K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.44KNew |
$249K - $281K
|
5.44K
$291K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.97K+ 34.58% |
$227K - $257K
|
19.3K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.88KNew |
$223K - $252K
|
4.88K
$260K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.87K+ 5.35% |
$223K - $252K
|
95.9K
$5.12M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.84KNew |
$221K - $250K
|
4.84K
$258K
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.8KNew |
$219K - $248K
|
4.8K
$256K
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.67K+ 23.26% |
$214K - $242K
|
24.8K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.6KNew |
$210K - $238K
|
4.6K
$246K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.6K+ 3.35% |
$210K - $238K
|
142K
$7.58M
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
4.59KNew |
$210K - $238K
|
4.59K
$245K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.58KNew |
$210K - $237K
|
4.58K
$245K
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.54K+ 144.81% |
$207K - $235K
|
7.67K
$410K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.49K+ 106.61% |
$205K - $232K
|
8.69K
$465K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4.05K+ 137.28% |
$185K - $209K
|
7K
$374K
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.99K+ 413.46% |
$183K - $207K
|
4.96K
$265K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.83K+ 9.56% |
$175K - $198K
|
43.9K
$2.35M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.72K+ 22.12% |
$170K - $192K
|
20.5K
$1.1M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.17KNew |
$145K - $164K
|
3.17K
$169K
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.15K+ 34.62% |
$144K - $163K
|
12.3K
$655K
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3.13K+ 7.26% |
$143K - $162K
|
46.2K
$2.47M
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3K+ 35.71% |
$137K - $155K
|
11.4K
$609K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.97K+ 32.17% |
$136K - $154K
|
12.2K
$652K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.92K+ 3.89% |
$134K - $151K
|
77.9K
$4.16M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.76K+ 1.24% |
$126K - $143K
|
226K
$12.1M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.74KNew |
$125K - $142K
|
2.74K
$146K
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.6KNew |
$119K - $134K
|
2.6K
$139K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.44K+ 34.74% |
$112K - $126K
|
9.47K
$506K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.24K+ 82.58% |
$102K - $116K
|
4.95K
$264K
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.22K+ 39.07% |
$101K - $115K
|
7.89K
$421K
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.2K+ 4.47% |
$100K - $114K
|
51.3K
$2.74M
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
2.17K+ 30.22% |
$99.3K - $112K
|
9.35K
$500K
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.93K+ 25.43% |
$88.3K - $99.9K
|
9.52K
$509K
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.71K+ 4.04% |
$78.2K - $88.5K
|
44K
$2.35M
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.66K+ 2.3% |
$76.1K - $86.1K
|
73.9K
$3.95M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.56K+ 57.57% |
$71.1K - $80.4K
|
4.26K
$227K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.45K+ 5.91% |
$66.2K - $75K
|
26K
$1.39M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.45K+ 15.3% |
$66.1K - $74.8K
|
10.9K
$582K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.37KNew |
$62.7K - $71K
|
1.37K
$73.3K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.2K+ 12.79% |
$54.8K - $62K
|
10.6K
$565K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.16K+ 15.93% |
$53K - $60K
|
8.44K
$451K
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.15K+ 572.5% |
$52.3K - $59.2K
|
1.35K
$71.9K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 27.77% |
$51.3K - $58.1K
|
5.17K
$276K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.11KNew |
$50.8K - $57.5K
|
1.11K
$59.4K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.06K+ 1280.72% |
$48.6K - $55K
|
1.15K
$61.2K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.06K+ 13.26% |
$48.4K - $54.8K
|
9.05K
$483K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.04K+ 0.1% |
$47.5K - $53.7K
|
1.01M
$53.9M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
934+ 2.95% |
$42.7K - $48.3K
|
32.6K
$1.74M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
924+ 11.02% |
$42.2K - $47.8K
|
9.31K
$497K
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
912+ 5.43% |
$41.7K - $47.2K
|
17.7K
$947K
|