Resources Investment Advisors, Llc. Invesco Exchange Traded Fd Tr Transaction History

Resources Investment Advisors, Llc.

$8.43 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	SELL	$35.09 - $39.62 $15,474 - $17,472	-441 Reduced 7.11%	5,762 $209,000
Q3 2022 Nov 08, 2022	SELL	$34.6 - $42.43 $143,036 - $175,405	-4,134 Reduced 39.99%	6,203 $215,000
Q2 2022 Aug 08, 2022	SELL	$35.63 - $48.89 $2,351 - $3,226	-66 Reduced 0.63%	10,337 $375,000
Q1 2022 May 05, 2022	SELL	$42.87 - $50.75 $484,259 - $573,272	-11,296 Reduced 52.06%	10,403 $507,000
Q4 2021 Feb 23, 2022	BUY	$44.18 - $53.27 $25,801 - $31,109	584 Added 2.77%	21,699 $1.06 Million
Q3 2021 Nov 05, 2021	SELL	$47.19 - $52.38 $78,807 - $87,474	-1,670 Reduced 7.33%	21,115 $0
Q2 2021 Aug 09, 2021	SELL	$42.16 - $53.93 $2.02 Million - $2.59 Million	-47,997 Reduced 67.81%	22,785 $0
Q1 2021 May 10, 2021	BUY	$38.89 - $54.78 $1.14 Million - $1.6 Million	29,211 Added 70.27%	70,782 $0
Q4 2020 Feb 08, 2021	BUY	$30.0 - $40.03 $1.25 Million - $1.66 Million	41,571 New	41,571 $0

Others Institutions Holding PEJ

# of Institutions

105

Shares Held

1.95M

Call Options Held

4.8K

Put Options Held

7K

Goldman Sachs Group Inc New York, NY

316K
Shares

$16.6 Million
0.0% of portfolio
Prudential PLC London, England, X0

218K
Shares

$11.5 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

190K
Shares

$10 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

135K
Shares

$7.09 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

112K
Shares

$5.86 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PEJ
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