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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
594+ 9.01% |
$27.2K - $30.7K
|
7.19K
$384K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
554+ 0.87% |
$25.3K - $28.7K
|
64.2K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
530+ 6.77% |
$24.2K - $27.4K
|
8.36K
$446K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
476New |
$21.8K - $24.6K
|
476
$25.4K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
388+ 149.23% |
$17.7K - $20.1K
|
648
$34.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
388New |
$17.7K - $20.1K
|
388
$20.7K
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
370+ 3.49% |
$16.9K - $19.1K
|
11K
$587K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
366+ 1.06% |
$16.7K - $18.9K
|
35K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
365+ 960.53% |
$16.7K - $18.9K
|
403
$21.5K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
337+ 2.04% |
$15.4K - $17.4K
|
16.8K
$900K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
305+ 2.35% |
$13.9K - $15.8K
|
13.3K
$711K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300+ 3.62% |
$13.7K - $15.5K
|
8.59K
$459K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
296New |
$13.5K - $15.3K
|
296
$15.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
275+ 4.33% |
$12.6K - $14.2K
|
6.62K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
266New |
$12.2K - $13.8K
|
266
$14.2K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
251+ 4.1% |
$11.5K - $13K
|
6.38K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
248New |
$11.3K - $12.8K
|
248
$13.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
239New |
$10.9K - $12.4K
|
239
$12.8K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
227New |
$10.4K - $11.7K
|
227
$12.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
213+ 0.27% |
$9.74K - $11K
|
80.5K
$4.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
210New |
$9.6K - $10.9K
|
210
$11.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
201+ 99.01% |
$9.19K - $10.4K
|
404
$21.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$9.14K - $10.3K
|
200
$10.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
179+ 1.83% |
$8.18K - $9.26K
|
9.94K
$531K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
135+ 16.98% |
$6.17K - $6.98K
|
930
$49.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
121+ 175.36% |
$5.53K - $6.26K
|
190
$10.2K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
115New |
$5.26K - $5.95K
|
115
$6.14K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
107+ 1.8% |
$4.89K - $5.54K
|
6.05K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
81+ 0.61% |
$3.7K - $4.19K
|
13.4K
$717K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
79New |
$3.61K - $4.09K
|
79
$4.22K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
78New |
$3.57K - $4.03K
|
78
$4.17K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
74+ 1.47% |
$3.38K - $3.83K
|
5.1K
$272K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
50+ 0.55% |
$2.29K - $2.59K
|
9.1K
$486K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
43+ 0.19% |
$1.97K - $2.22K
|
22.1K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
26New |
$1.19K - $1.34K
|
26
$1.39K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
21New |
$960 - $1.09K
|
21
$1.12K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
19New |
$869 - $983
|
19
$1.02K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$549 - $621
|
12
$641
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10New |
$457 - $517
|
10
$534
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
10+ 16.39% |
$457 - $517
|
71
$3.79K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5+ 0.11% |
$229 - $259
|
4.67K
$249K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5+ 5.43% |
$229 - $259
|
97
$5.18K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 0.09% |
$183 - $207
|
4.62K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2+ 0.04% |
$91.4 - $103
|
4.82K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.17% |
$45.7 - $51.7
|
595
$31.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.12% |
$45.7 - $51.7
|
820
$43.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.52% |
$45.7 - $51.7
|
67
$3.58K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
778KNew |
$36.5M - $40.1M
|
778K
$41.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
226KNew |
$10.6M - $11.6M
|
226K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
177KNew |
$8.31M - $9.14M
|
177K
$9.46M
|
|