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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-250- 25.0% |
$11.4K - $12.9K
|
750
$40.1K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-247- 0.14% |
$11.3K - $12.8K
|
173K
$9.24M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-183- 1.69% |
$8.37K - $9.47K
|
10.6K
$568K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-162- 9.01% |
$7.41K - $8.38K
|
1.64K
$87.4K
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-141- 2.11% |
$6.45K - $7.29K
|
6.53K
$349K
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-140- 22.05% |
$6.4K - $7.24K
|
495
$26.4K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-125- 0.51% |
$5.72K - $6.47K
|
24.2K
$1.29M
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-123Closed |
$5.62K - $6.36K
|
0
$0
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-120- 1.38% |
$5.49K - $6.21K
|
8.57K
$458K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-115- 12.25% |
$5.26K - $5.95K
|
824
$44K
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-114Closed |
$5.21K - $5.9K
|
0
$0
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-105- 2.13% |
$4.8K - $5.43K
|
4.83K
$258K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-97- 13.72% |
$4.43K - $5.02K
|
610
$32.6K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-91- 0.98% |
$4.16K - $4.71K
|
9.18K
$491K
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-67- 1.44% |
$3.06K - $3.47K
|
4.58K
$245K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-56- 9.89% |
$2.56K - $2.9K
|
510
$27.2K
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-50- 8.33% |
$2.29K - $2.59K
|
550
$29.4K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-27- 17.76% |
$1.23K - $1.4K
|
125
$6.68K
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-17- 19.54% |
$777 - $879
|
70
$3.74K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10- 0.01% |
$457 - $517
|
87.1K
$4.65M
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-10- 0.05% |
$457 - $517
|
18.9K
$1.01M
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-9- 0.05% |
$411 - $466
|
17.5K
$935K
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4- 0.07% |
$183 - $207
|
5.84K
$312K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-25.5K- 98.69% |
$1.2M - $1.32M
|
340
$18.2K
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-23.1K- 34.81% |
$1.09M - $1.19M
|
43.3K
$2.32M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.35K- 70.29% |
$157K - $173K
|
1.42K
$75.6K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.73K- 56.55% |
$128K - $141K
|
2.1K
$112K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.18K- 24.21% |
$102K - $113K
|
6.84K
$365K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
PUT |
-1.5K- 51.72% |
$70.4K - $77.4K
|
1.4K
$74.8K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.03K- 86.72% |
$48.1K - $52.9K
|
157
$8.39K
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-853- 17.06% |
$40K - $44K
|
4.15K
$222K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-617- 8.73% |
$29K - $31.8K
|
6.45K
$345K
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-361- 7.05% |
$16.9K - $18.6K
|
4.76K
$254K
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-200- 1.5% |
$9.39K - $10.3K
|
13.1K
$701K
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-195- 3.83% |
$9.15K - $10.1K
|
4.89K
$261K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-71- 4.93% |
$3.33K - $3.67K
|
1.37K
$73.1K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-61- 18.77% |
$2.86K - $3.15K
|
264
$14.1K
|
|
Q3 2024 | |||||||
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-310K- 52.22% |
$13.2M - $14.9M
|
284K
$15.2M
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-63.1K- 83.88% |
$2.68M - $3.03M
|
12.1K
$647K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-12.8K- 57.96% |
$545K - $614K
|
9.28K
$496K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.52K- 4.72% |
$64.8K - $73.1K
|
30.8K
$1.65M
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.28K- 3.06% |
$54.6K - $61.6K
|
40.7K
$2.17M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.25K- 16.51% |
$53.2K - $60K
|
6.32K
$338K
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.24K- 18.12% |
$52.9K - $59.6K
|
5.62K
$300K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-505- 91.82% |
$21.5K - $24.2K
|
45
$2.4K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-447- 95.51% |
$19K - $21.4K
|
21
$1.12K
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-180- 1.74% |
$7.66K - $8.63K
|
10.2K
$544K
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-125- 1.45% |
$5.32K - $6K
|
8.53K
$455K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-74- 1.09% |
$3.15K - $3.55K
|
6.7K
$358K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-40- 13.33% |
$1.7K - $1.92K
|
260
$13.9K
|