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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-180- 1.74% |
$7.66K - $8.63K
|
10.2K
$514K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-169- 0.14% |
$7.19K - $8.11K
|
125K
$6.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-158- 21.01% |
$6.72K - $7.58K
|
594
$30K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-153- 0.94% |
$6.51K - $7.34K
|
16.1K
$812K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-127- 1.1% |
$5.4K - $6.09K
|
11.4K
$576K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-125- 1.45% |
$5.32K - $6K
|
8.53K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-75- 0.05% |
$3.19K - $3.6K
|
164K
$8.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-74- 1.53% |
$3.15K - $3.55K
|
4.76K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-74- 1.09% |
$3.15K - $3.55K
|
6.7K
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-51- 1.05% |
$2.17K - $2.45K
|
4.82K
$243K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-44- 0.09% |
$1.87K - $2.11K
|
49.7K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-40- 13.33% |
$1.7K - $1.92K
|
260
$13.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 36.7% |
$1.7K - $1.92K
|
69
$3.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10- 0.95% |
$425 - $480
|
1.04K
$52.5K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-62.1K- 44.63% |
$2.47M - $2.86M
|
77K
$3.89M
|
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-7.67KClosed |
$305K - $354K
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.02K- 18.74% |
$240K - $278K
|
26.1K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.46K- 31.47% |
$138K - $160K
|
7.54K
$380K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.2K- 60.15% |
$47.8K - $55.3K
|
795
$40.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.12K- 8.58% |
$44.7K - $51.7K
|
12K
$603K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
PUT |
-1K- 34.48% |
$39.8K - $46.1K
|
1.9K
$95.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-710- 21.39% |
$28.3K - $32.7K
|
2.61K
$132K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-688- 24.27% |
$27.4K - $31.7K
|
2.15K
$108K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-684- 12.44% |
$27.3K - $31.5K
|
4.82K
$243K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-650- 12.87% |
$25.9K - $30K
|
4.4K
$222K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-270Closed |
$10.8K - $12.5K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-207- 0.6% |
$8.25K - $9.55K
|
34.4K
$1.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-176- 35.13% |
$7.01K - $8.12K
|
325
$16.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-27- 2.66% |
$1.08K - $1.25K
|
989
$49.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-23- 0.27% |
$916 - $1.06K
|
8.44K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-11- 6.01% |
$438 - $507
|
172
$8.68K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-101K- 82.89% |
$3.75M - $4.28M
|
20.9K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19.5K- 1.27% |
$720K - $823K
|
1.51M
$76.3M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.96K- 8.68% |
$72.6K - $82.9K
|
20.6K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.06K- 1.58% |
$39.3K - $45K
|
66.1K
$3.34M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-349- 3.8% |
$12.9K - $14.8K
|
8.83K
$446K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-106- 42.4% |
$3.92K - $4.48K
|
144
$7.27K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-80- 4.62% |
$2.96K - $3.38K
|
1.65K
$83.3K
|
|
| Q4 2023 | |||||||
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-914- 7.56% |
$30K - $34.6K
|
11.2K
$564K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-25- 0.19% |
$822 - $946
|
13.3K
$672K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 1.43% |
$592 - $681
|
1.24K
$62.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-18- 0.25% |
$592 - $681
|
7.25K
$366K
|
|
| Q2 2023 | |||||||
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.66K- 89.38% |
$2.36M - $2.68M
|
910
$45.9K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-636- 44.26% |
$173K - $197K
|
801
$40.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-217- 23.93% |
$58.9K - $67.4K
|
690
$34.8K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-720- 1.21% |
$19.4K - $236K
|
58.9K
$2.97M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-245- 13.92% |
$6.6K - $80.1K
|
1.52K
$76.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-17- 23.94% |
$458 - $5.56K
|
54
$2.73K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-56.1K- 97.82% |
$15.6M - $20M
|
1.25K
$63.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Ursa Fund Management, LLC
|
SELL
|
PUT |
-50KClosed |
$13.9M - $17.8M
|
0
$0
|
|