Latest Institutional Transactions on Invesco Fd Tr Ii Emerging Mkts (PCY)
This table provides information on the latest institutional transactions involving Invesco Fd Tr Ii Emerging Mkts (PCY) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.79KNew |
$31.2K - $37.2K
|
1.79K
$35.4K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1K- 8.89% |
$17.4K - $20.8K
|
10.3K
$202K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
2.84KNew |
$49.4K - $59K
|
2.84K
$56K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-316- 58.52% |
$5.5K - $6.57K
|
224
$4.42K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-69.2K- 47.16% |
$1.2M - $1.44M
|
77.5K
$1.53M
|
|
| Q3 2023 | |||||||
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.8KClosed |
$212K - $234K
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.56KNew |
$28.2K - $31.1K
|
1.56K
$30.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
68New |
$1.23K - $1.35K
|
68
$1.34K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13New |
$235 - $259
|
13
$257
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.46K- 10.88% |
$44.4K - $48.9K
|
20.1K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
792+ 6.31% |
$14.3K - $15.8K
|
13.3K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4New |
$72.3 - $79.6
|
4
$79
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.45K+ 351.65% |
$44.3K - $48.8K
|
3.15K
$62.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
391New |
$7.07K - $7.78K
|
391
$7.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.21KClosed |
$94.1K - $104K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
121New |
$2.19K - $2.41K
|
121
$2.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 2.96% |
$1.59K - $1.75K
|
3.06K
$60.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.2KNew |
$185K - $204K
|
10.2K
$202K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
28New |
$506 - $557
|
28
$553
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
121New |
$2.19K - $2.41K
|
121
$2.39K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.14K- 16.97% |
$38.7K - $42.6K
|
10.5K
$207K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
62New |
$1.12K - $1.23K
|
62
$1.22K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.21K- 96.48% |
$21.8K - $24K
|
44
$869
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 38.97% |
$202K - $223K
|
39.9K
$787K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
200New |
$3.61K - $3.98K
|
200
$3.95K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
18New |
$325 - $358
|
18
$356
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
19.4KNew |
$350K - $386K
|
19.4K
$382K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
109New |
$1.97K - $2.17K
|
109
$2.15K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
348New |
$6.29K - $6.93K
|
348
$6.87K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.51KNew |
$45.3K - $49.9K
|
2.51K
$49.5K
|
|
| Q2 2023 | |||||||
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-263Closed |
$4.88K - $5.13K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1New |
$18.6 - $19.5
|
1
$19.8
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$350K - $367K
|
18.9K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-104- 0.54% |
$1.93K - $2.03K
|
19K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.2K- 34.66% |
$189K - $198K
|
19.2K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
47KNew |
$873K - $916K
|
47K
$929K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.13K+ 2.31% |
$132K - $139K
|
316K
$6.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4New |
$74.3 - $78
|
4
$79
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
10.2KNew |
$190K - $200K
|
10.2K
$202K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-77- 0.73% |
$1.43K - $1.5K
|
10.5K
$208K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
11.8KNew |
$220K - $231K
|
11.8K
$234K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-403- 47.58% |
$7.48K - $7.85K
|
444
$8.77K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
170New |
$3.16K - $3.31K
|
170
$3.36K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.96KNew |
$36.4K - $38.2K
|
1.96K
$38.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
13KNew |
$242K - $254K
|
13K
$257K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.4KNew |
$194K - $204K
|
10.4K
$206K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
615+ 5.75% |
$11.4K - $12K
|
11.3K
$223K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4.83K+ 97.05% |
$89.7K - $94.2K
|
9.81K
$194K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
40+ 0.39% |
$743 - $780
|
10.4K
$205K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.21K+ 36.81% |
$171K - $179K
|
34.2K
$676K
|
|