Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-7.43K- 3.78% |
$316K - $356K
|
189K
$9.55M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.36K- 34.77% |
$313K - $353K
|
13.8K
$697K
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.35KClosed |
$313K - $353K
|
0
$0
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-6.77K- 51.13% |
$288K - $325K
|
6.47K
$326K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6.39K- 27.71% |
$272K - $306K
|
16.7K
$841K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.36K- 3.12% |
$228K - $257K
|
167K
$8.42M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.3K- 5.41% |
$183K - $206K
|
75.1K
$3.79M
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-3.65K- 34.05% |
$155K - $175K
|
7.07K
$357K
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.29K- 0.33% |
$140K - $158K
|
979K
$49.4M
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.1K- 6.79% |
$132K - $149K
|
42.6K
$2.15M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.1K- 2.1% |
$132K - $149K
|
144K
$7.28M
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.07K- 35.52% |
$131K - $147K
|
5.58K
$281K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.94K- 13.14% |
$125K - $141K
|
19.5K
$982K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.27K- 3.18% |
$96.7K - $109K
|
69.3K
$3.5M
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.72K- 16.03% |
$73.3K - $82.6K
|
9.02K
$455K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.66K- 1.65% |
$70.5K - $79.5K
|
98.6K
$4.98M
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.56K- 1.25% |
$66.1K - $74.6K
|
122K
$6.18M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.52K- 4.72% |
$64.8K - $73.1K
|
30.8K
$1.55M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.48K- 1.76% |
$62.8K - $70.9K
|
82.5K
$4.16M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.43K- 4.66% |
$60.7K - $68.5K
|
29.2K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.4K- 13.77% |
$59.5K - $67.1K
|
8.76K
$442K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.34K- 15.53% |
$57.1K - $64.4K
|
7.31K
$369K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.28K- 3.06% |
$54.6K - $61.6K
|
40.7K
$2.05M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.25K- 16.51% |
$53.2K - $60K
|
6.32K
$319K
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.24K- 18.12% |
$52.9K - $59.6K
|
5.62K
$283K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.15K- 0.59% |
$48.8K - $55K
|
192K
$9.68M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.08K- 92.13% |
$45.8K - $51.7K
|
92
$4.64K
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.03K- 1.3% |
$43.7K - $49.3K
|
77.9K
$3.93M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.02K- 13.4% |
$43.3K - $48.8K
|
6.58K
$332K
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-971- 2.7% |
$41.3K - $46.6K
|
35K
$1.77M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-902- 6.27% |
$38.4K - $43.3K
|
13.5K
$681K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-805- 2.78% |
$34.2K - $38.6K
|
28.2K
$1.42M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-797- 4.98% |
$33.9K - $38.2K
|
15.2K
$767K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-784- 4.05% |
$33.4K - $37.6K
|
18.6K
$938K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-712- 1.46% |
$30.3K - $34.2K
|
48.2K
$2.43M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-651- 9.74% |
$27.7K - $31.2K
|
6.04K
$305K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-534- 41.78% |
$22.7K - $25.6K
|
744
$37.6K
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-506- 1.53% |
$21.5K - $24.3K
|
32.6K
$1.65M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-505- 91.82% |
$21.5K - $24.2K
|
45
$2.27K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-500- 6.8% |
$21.3K - $24K
|
6.85K
$346K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-447- 95.51% |
$19K - $21.4K
|
21
$1.06K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-437- 17.87% |
$18.6K - $21K
|
2.01K
$101K
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-413- 4.86% |
$17.6K - $19.8K
|
8.09K
$408K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-350- 1.46% |
$14.9K - $16.8K
|
23.7K
$1.19M
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-333- 5.32% |
$14.2K - $16K
|
5.93K
$299K
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-323- 1.68% |
$13.7K - $15.5K
|
18.9K
$956K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-274- 3.63% |
$11.7K - $13.1K
|
7.27K
$367K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-256- 3.26% |
$10.9K - $12.3K
|
7.59K
$383K
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-207- 1.13% |
$8.81K - $9.93K
|
18.2K
$918K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-190- 4.12% |
$8.08K - $9.11K
|
4.42K
$223K
|