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 |
---|---|---|---|---|---|---|---|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3New |
$835 - $981
|
3
$141
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35.8KNew |
$9.94M - $12.8M
|
35.8K
$1.68M
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.37KNew |
$1.49M - $1.91M
|
5.37K
$251K
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
766New |
$213K - $273K
|
766
$35.9K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
259New |
$72K - $92.3K
|
259
$12.1K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
56New |
$15.6K - $20K
|
56
$2.62K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
38New |
$10.6K - $13.5K
|
38
$1.78K
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
23New |
$6.39K - $8.2K
|
23
$1.08K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$4.17K - $5.35K
|
15
$703
|
|
Q1 2022 | |||||||
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
45New |
$14.3K - $16.8K
|
45
$2.11K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 2.56% |
$329 - $373
|
40
$1.87K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
706New |
$212K - $230K
|
706
$33.1K
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
152New |
$45.6K - $49.5K
|
152
$7.12K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4New |
$1.12K - $1.2K
|
4
$187
|
|
Q2 2020 | |||||||
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
157New |
$29.5K - $38.1K
|
157
$7.35K
|
|
Q4 2019 | |||||||
Jan 16, 2020
Q4 2019
|
Affiance Financial, LLC
|
BUY
|
- |
225New |
$46.5K - $52.8K
|
225
$10.5K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
4.7KNew |
$903K - $990K
|
4.7K
$220K
|
|
Oct 25, 2018
Q3 2018
|
Investment Partners, Ltd.
|
BUY
|
- |
300New |
$57.6K - $63.2K
|
300
$14.1K
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$182 - $198
|
1
$46.8
|