Latest Institutional Transactions on Invesco ETF Tr Ii Fundamental (PFIG)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Fundamental (PFIG) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.6K- 48.93% |
$432K - $451K
|
19.4K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-419- 4.58% |
$9.74K - $10.2K
|
8.74K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.02K+ 15.4% |
$47K - $49K
|
15.1K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.3K- 51.01% |
$775K - $809K
|
32K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-638- 11.81% |
$14.8K - $15.5K
|
4.77K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-148K- 51.8% |
$3.43M - $3.58M
|
137K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.3K+ 32.66% |
$402K - $420K
|
70.2K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-281- 0.7% |
$6.53K - $6.82K
|
39.9K
$942K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.21K- 8.8% |
$28.1K - $29.3K
|
12.5K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.32K+ 10.3% |
$30.6K - $32K
|
14.1K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
61.9K+ 53.61% |
$1.44M - $1.5M
|
177K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.07K+ 24.96% |
$71.5K - $74.6K
|
15.4K
$364K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
241K+ 110.53% |
$5.6M - $5.85M
|
459K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
23+ 0.13% |
$535 - $558
|
17.6K
$417K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-156- 1.73% |
$3.63K - $3.79K
|
8.85K
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-201- 0.28% |
$4.67K - $4.88K
|
70.8K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.92K+ 35.95% |
$138K - $144K
|
22.4K
$528K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.92K+ 25.67% |
$138K - $144K
|
29K
$684K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
108New |
$2.48K - $2.54K
|
108
$2.55K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.4K- 1.83% |
$55.2K - $56.4K
|
129K
$3.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-45.3K- 48.82% |
$1.04M - $1.06M
|
47.4K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
20.9K+ 233.91% |
$480K - $491K
|
29.8K
$704K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9+ 1.69% |
$207 - $212
|
543
$12.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23 - $23.5
|
1
$23.6
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
131+ 187.14% |
$3.01K - $3.08K
|
201
$4.75K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.56% |
$23 - $23.5
|
40
$945
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
70+ 38.67% |
$1.63K - $1.66K
|
251
$5.93K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-188- 1.74% |
$4.37K - $4.47K
|
10.6K
$251K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.53K- 13.54% |
$35.6K - $36.4K
|
9.78K
$231K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
320New |
$7.12K - $7.6K
|
320
$7.56K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$22.3K - $23.8K
|
1K
$23.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.06KNew |
$23.5K - $25.1K
|
1.06K
$25K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-27.1K- 98.3% |
$611K - $631K
|
468
$11.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23K- 73.02% |
$518K - $536K
|
8.5K
$201K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-902- 3.33% |
$20.3K - $21K
|
26.2K
$619K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
258New |
$5.94K - $6.11K
|
258
$6.09K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
49.1KNew |
$1.13M - $1.16M
|
49.1K
$1.16M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-236K- 74.86% |
$5.38M - $5.59M
|
79.1K
$1.87M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
170New |
$3.77K - $3.98K
|
170
$4.02K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-52- 96.3% |
$1.15K - $1.22K
|
2
$47.2
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 33.33% |
$11.2K - $12.1K
|
1K
$23.6K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.3K- 98.13% |
$53.1K - $56.8K
|
44
$1.04K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-152KClosed |
$3.51M - $3.75M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.5KNew |
$242K - $259K
|
10.5K
$248K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.5KNew |
$34.6K - $37K
|
1.5K
$35.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-6.9KClosed |
$159K - $170K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-87.3KClosed |
$2.14M - $2.28M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-248Closed |
$6.07K - $6.48K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.68KClosed |
$41.2K - $43.9K
|
0
$0
|
|