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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.2KNew |
$39.4K - $45.4K
|
1.2K
$58.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
750New |
$24.7K - $28.4K
|
750
$36.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
260New |
$8.55K - $9.84K
|
260
$12.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
220+ 3.21% |
$7.23K - $8.32K
|
7.07K
$345K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
66+ 6.41% |
$2.17K - $2.5K
|
1.1K
$53.5K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$329 - $378
|
10
$488
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
421K+ 900.0% |
$14.2M - $149M
|
468K
$22.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.9KNew |
$1.48M - $15.6M
|
43.9K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
35K+ 498.7% |
$1.18M - $12.4M
|
42K
$2.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
31.7K+ 900.0% |
$1.07M - $11.2M
|
35.2K
$1.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
14K+ 821.86% |
$473K - $4.96M
|
15.7K
$766K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.9K+ 890.38% |
$435K - $4.56M
|
14.3K
$699K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
10.5K+ 882.63% |
$356K - $3.73M
|
11.7K
$572K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.98K+ 900.0% |
$337K - $3.54M
|
11.1K
$542K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
9.83K+ 900.0% |
$332K - $3.48M
|
10.9K
$533K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
BUY
|
- |
8.57K+ 302.26% |
$290K - $3.04M
|
11.4K
$557K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7.32K+ 900.0% |
$247K - $2.59M
|
8.13K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.22K+ 900.0% |
$244K - $2.56M
|
8.02K
$392K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.17K+ 900.0% |
$242K - $2.54M
|
7.97K
$389K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.42KNew |
$217K - $2.28M
|
6.42K
$314K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.51K+ 900.0% |
$186K - $1.95M
|
6.12K
$299K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
3.1KNew |
$105K - $1.1M
|
3.1K
$151K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.97K+ 900.0% |
$100K - $1.05M
|
3.3K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.61K+ 900.0% |
$88.2K - $925K
|
2.9K
$142K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 900.0% |
$85.8K - $899K
|
2.82K
$138K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.03KNew |
$68.6K - $719K
|
2.03K
$99.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.76K+ 900.0% |
$59.3K - $622K
|
1.95K
$95.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.1KNew |
$37.2K - $390K
|
1.1K
$53.7K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.04KNew |
$35.2K - $369K
|
1.04K
$50.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
900+ 900.0% |
$30.4K - $319K
|
1K
$48.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
855+ 900.0% |
$28.9K - $303K
|
950
$46.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
750New |
$25.3K - $266K
|
750
$36.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
324+ 900.0% |
$11K - $115K
|
360
$17.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
315+ 900.0% |
$10.6K - $112K
|
350
$17.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
297+ 900.0% |
$10K - $105K
|
330
$16.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
290New |
$9.8K - $103K
|
290
$14.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
230New |
$7.77K - $81.5K
|
230
$11.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
207+ 900.0% |
$7K - $73.4K
|
230
$11.2K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
171+ 900.0% |
$5.78K - $60.6K
|
190
$9.28K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
135+ 900.0% |
$4.56K - $47.8K
|
150
$7.32K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
57New |
$1.93K - $20.2K
|
57
$2.78K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$1.01K - $10.6K
|
30
$1.46K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
18.7KNew |
$5.75M - $6.53M
|
18.7K
$911K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.78KNew |
$1.47M - $1.67M
|
4.78K
$234K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
3.52KNew |
$1.08M - $1.23M
|
3.52K
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
899+ 116.0% |
$277K - $314K
|
1.67K
$81.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
20+ 0.21% |
$6.17K - $6.99K
|
9.64K
$471K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1+ 0.25% |
$308 - $350
|
409
$20K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.79KNew |
$758K - $866K
|
2.79K
$136K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
958New |
$260K - $297K
|
958
$46.8K
|
|