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 |
---|---|---|---|---|---|---|---|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-7.67KClosed |
$305K - $354K
|
0
$0
|
|
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
$1.84M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-27- 2.66% |
$1.08K - $1.25K
|
989
$52.8K
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-23- 0.27% |
$916 - $1.06K
|
8.44K
$451K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-11- 6.01% |
$438 - $507
|
172
$9.19K
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19.5K- 1.27% |
$720K - $823K
|
1.51M
$80.7M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.96K- 8.68% |
$72.6K - $82.9K
|
20.6K
$1.1M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.06K- 1.58% |
$39.3K - $45K
|
66.1K
$3.53M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-349- 3.8% |
$12.9K - $14.8K
|
8.83K
$472K
|
|
Q4 2023 | |||||||
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-914- 7.56% |
$30K - $34.6K
|
11.2K
$597K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 1.43% |
$592 - $681
|
1.24K
$66.1K
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-18- 0.25% |
$592 - $681
|
7.25K
$387K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-636- 44.26% |
$173K - $197K
|
801
$42.8K
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-217- 23.93% |
$58.9K - $67.4K
|
690
$36.9K
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-720- 1.21% |
$19.4K - $236K
|
58.9K
$3.15M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-17- 23.94% |
$458 - $5.56K
|
54
$2.89K
|
|
Q2 2022 | |||||||
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-56.1K- 97.82% |
$15.6M - $20M
|
1.25K
$66.9K
|
|
Jul 28, 2022
Q2 2022
|
Ursa Fund Management, LLC
|
SELL
|
PUT |
-50KClosed |
$13.9M - $17.8M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.41KClosed |
$669K - $859K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.36KClosed |
$378K - $485K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-962Closed |
$267K - $343K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-703Closed |
$195K - $251K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-599Closed |
$166K - $214K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-573Closed |
$159K - $204K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-234Closed |
$65K - $83.4K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-183- 16.68% |
$50.8K - $65.3K
|
914
$48.8K
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-107Closed |
$29.7K - $38.2K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-65- 5.63% |
$18.1K - $23.2K
|
1.09K
$58.2K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-30Closed |
$8.34K - $10.7K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-30.2KClosed |
$9.62M - $11.3M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-29.8KClosed |
$9.49M - $11.1M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-13.4KClosed |
$4.27M - $5.02M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-12.3KClosed |
$3.91M - $4.59M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.08KClosed |
$2.89M - $3.39M
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
SELL
|
- |
-5.85KClosed |
$1.86M - $2.18M
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-4.79KClosed |
$1.53M - $1.79M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.5KClosed |
$1.11M - $1.31M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.62KClosed |
$515K - $604K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-1.19KClosed |
$380K - $446K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-1.02KClosed |
$325K - $382K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-600Closed |
$191K - $224K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-96Closed |
$30.6K - $35.9K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15Closed |
$4.78K - $5.61K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-330Closed |
$108K - $123K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-129Closed |
$42.4K - $48.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-94Closed |
$30.9K - $35.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-67Closed |
$22K - $25K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-46Closed |
$15.1K - $17.2K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-9- 1.23% |
$2.96K - $3.36K
|
723
$38.6K
|