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 |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-7Closed |
$2.3K - $2.61K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6Closed |
$1.97K - $2.24K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3Closed |
$986 - $1.12K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.5KClosed |
$491K - $523K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-20Closed |
$6.54K - $6.98K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-9Closed |
$2.94K - $3.14K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 15, 2021
Q2 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-963Closed |
$289K - $313K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-832Closed |
$249K - $271K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-182Closed |
$54.6K - $59.2K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-137Closed |
$41.1K - $44.6K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-62Closed |
$18.6K - $20.2K
|
0
$0
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2021 | |||||||
Apr 19, 2021
Q1 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-31.2KClosed |
$8.77M - $9.34M
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-14.5KClosed |
$4.07M - $4.33M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.29KClosed |
$1.77M - $1.88M
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-250Closed |
$70.3K - $74.8K
|
0
$0
|
|
Apr 06, 2021
Q1 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$28.1K - $29.9K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-82Closed |
$23K - $24.5K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-73Closed |
$20.5K - $21.8K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-45Closed |
$12.6K - $13.5K
|
0
$0
|
|
Q4 2020 | |||||||
Sep 23, 2021
Q4 2020
|
Systelligence, LLC
|
SELL
|
- |
-17.2KClosed |
$4.34M - $4.91M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-6.65KClosed |
$1.68M - $1.9M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.42KClosed |
$1.12M - $1.26M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.7KClosed |
$681K - $770K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.25KClosed |
$569K - $644K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.03KClosed |
$260K - $295K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-104Closed |
$26.3K - $29.7K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-80Closed |
$20.2K - $22.9K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-76Closed |
$19.2K - $21.7K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.72KClosed |
$413K - $489K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
SELL
|
- |
-83Closed |
$19.9K - $23.6K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-16.8KClosed |
$3.16M - $4.08M
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.75KClosed |
$1.08M - $1.4M
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-819Closed |
$154K - $199K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-50- 33.33% |
$9.4K - $12.1K
|
100
$5.34K
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-23.5KClosed |
$4.04M - $5.85M
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Adviser Investments LLC
|
SELL
|
- |
-2.02KClosed |
$348K - $503K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.57KClosed |
$269K - $389K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.01KClosed |
$174K - $251K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-902Closed |
$155K - $224K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-863Closed |
$148K - $215K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-225Closed |
$38.7K - $56K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-60Closed |
$10.3K - $14.9K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$172 - $249
|
0
$0
|
|
Q4 2019 | |||||||
Feb 05, 2020
Q4 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.5KClosed |
$309K - $351K
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1KClosed |
$207K - $234K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-600Closed |
$124K - $141K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-92Closed |
$19K - $21.6K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-42Closed |
$8.67K - $9.85K
|
0
$0
|