Purchases and Sales Made in Q1 2024 in Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO VRDO TAX-FREE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.1K+ 213.0% |
$1.73M - $1.74M
|
103K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
60.2K+ 30.43% |
$1.49M - $1.5M
|
258K
$6.41M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$310K - $311K
|
12.5K
$311K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5K+ 35.02% |
$286K - $287K
|
44.5K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.35KNew |
$231K - $233K
|
9.35K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.34K+ 9.43% |
$132K - $133K
|
62K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.09K+ 5.4% |
$101K - $102K
|
79.7K
$1.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
973+ 4.83% |
$24.1K - $24.2K
|
21.1K
$524K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
525+ 6.16% |
$13K - $13.1K
|
9.05K
$225K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
411New |
$10.2K - $10.2K
|
411
$10.2K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
281+ 6.54% |
$6.95K - $6.99K
|
4.58K
$114K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
162+ 1.11% |
$4.01K - $4.03K
|
14.7K
$366K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
124+ 4.39% |
$3.07K - $3.09K
|
2.95K
$73.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
81+ 0.67% |
$2K - $2.02K
|
12.1K
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-184- 0.65% |
$4.55K - $4.58K
|
28.2K
$700K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-407- 48.45% |
$10.1K - $10.1K
|
433
$10.8K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-509- 1.21% |
$12.6K - $12.7K
|
41.7K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-797- 8.73% |
$19.7K - $19.8K
|
8.33K
$207K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.61K- 26.83% |
$89.4K - $89.9K
|
9.85K
$245K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.06K- 11.42% |
$125K - $126K
|
39.3K
$975K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.5K- 53.9% |
$432K - $435K
|
14.9K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.4K- 45.66% |
$925K - $930K
|
44.5K
$1.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.4K- 45.66% |
$925K - $930K
|
44.5K
$1.1M
|