Latest Institutional Transactions on Fidelity Covington Tr (FIVA)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr (FIVA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.5KNew |
$59.4K - $63.7K
|
2.5K
$73.3K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.22KNew |
$134K - $152K
|
6.22K
$182K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
178New |
$3.16K - $3.84K
|
178
$5.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-69.5K- 74.08% |
$1.23M - $1.5M
|
24.3K
$713K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
999New |
$17.7K - $21.5K
|
999
$29.3K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
18.5KNew |
$325K - $390K
|
18.5K
$542K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
18.5KNew |
$325K - $390K
|
18.5K
$542K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.11K- 4.37% |
$22.3K - $26.3K
|
24.4K
$715K
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.07KClosed |
$41.5K - $49K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.3KNew |
$26K - $30.7K
|
1.3K
$38.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
804New |
$16.1K - $19K
|
804
$23.6K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-4Closed |
$86.9 - $102
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-202Closed |
$4.39K - $5.14K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200Closed |
$4.65K - $4.98K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-776Closed |
$18K - $19.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.5K- 24.3% |
$206K - $255K
|
35.8K
$1.05M
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
124New |
$2.54K - $2.86K
|
124
$3.63K
|
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-25Closed |
$513 - $576
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 06, 2019
Q2 2019
|
Lincoln National Corp
|
SELL
|
- |
-36.4KClosed |
$762K - $813K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-20.6KClosed |
$397K - $470K
|
0
$0
|
|