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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
2.11KNew |
$84.2K - $97.5K
|
2.11K
$103K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.6KNew |
$63.7K - $73.8K
|
1.6K
$78.1K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 90.16% |
$43.8K - $50.7K
|
2.32K
$113K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
916New |
$36.5K - $42.2K
|
916
$44.7K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
613+ 8.54% |
$24.4K - $28.3K
|
7.79K
$380K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
381New |
$15.2K - $17.6K
|
381
$18.6K
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
180+ 0.28% |
$7.17K - $8.3K
|
64.4K
$3.14M
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
66New |
$2.63K - $3.04K
|
66
$3.22K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
54+ 50.47% |
$2.15K - $2.49K
|
161
$7.86K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10+ 0.18% |
$398 - $461
|
5.54K
$271K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
386KNew |
$14.3M - $16.3M
|
386K
$18.9M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
157KNew |
$5.81M - $6.64M
|
157K
$7.67M
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
99.6KNew |
$3.69M - $4.21M
|
99.6K
$4.87M
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
27.2KNew |
$1.01M - $1.15M
|
27.2K
$1.33M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
22.9KNew |
$846K - $967K
|
22.9K
$1.12M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.4K+ 35.02% |
$830K - $948K
|
86.4K
$4.22M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.4K+ 137.46% |
$532K - $608K
|
24.9K
$1.21M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.4KNew |
$421K - $481K
|
11.4K
$556K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.3K+ 9.55% |
$382K - $437K
|
118K
$5.78M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.1KNew |
$375K - $428K
|
10.1K
$494K
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
9.52KNew |
$352K - $403K
|
9.52K
$465K
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8.13KNew |
$301K - $344K
|
8.13K
$397K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.24K+ 10.87% |
$231K - $264K
|
63.6K
$3.11M
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.15KNew |
$228K - $260K
|
6.15K
$300K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6KNew |
$222K - $254K
|
6K
$293K
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.73KNew |
$212K - $242K
|
5.73K
$280K
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.38KNew |
$199K - $227K
|
5.38K
$263K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.32KNew |
$197K - $225K
|
5.32K
$260K
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
5KNew |
$185K - $211K
|
5K
$244K
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
4.96KNew |
$184K - $210K
|
4.96K
$242K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.37KNew |
$87.9K - $100K
|
2.37K
$116K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1.61K+ 0.28% |
$59.7K - $68.3K
|
585K
$28.6M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.4KNew |
$51.8K - $59.2K
|
1.4K
$68.4K
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
334+ 3.06% |
$12.4K - $14.1K
|
11.2K
$549K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
230New |
$8.51K - $9.73K
|
230
$11.2K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
140New |
$5.18K - $5.92K
|
140
$6.84K
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
95New |
$3.52K - $4.02K
|
95
$4.64K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
90New |
$3.33K - $3.81K
|
90
$4.39K
|
|
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
$8.77M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
88.3KNew |
$2.9M - $3.34M
|
88.3K
$4.31M
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
76.5KNew |
$2.51M - $2.89M
|
76.5K
$3.73M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
38.3K+ 14.09% |
$1.26M - $1.45M
|
310K
$15.2M
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
30.5KNew |
$1M - $1.15M
|
30.5K
$1.49M
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
29KNew |
$952K - $1.1M
|
29K
$1.41M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
25KNew |
$822K - $946K
|
25K
$1.22M
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
13.8KNew |
$452K - $520K
|
13.8K
$671K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.4KNew |
$341K - $393K
|
10.4K
$507K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5.85KNew |
$192K - $221K
|
5.85K
$286K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.21KNew |
$39.6K - $45.6K
|
1.21K
$58.9K
|