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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.47K- 30.84% |
$34.4K - $35.6K
|
3.3K
$78.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.8KNew |
$1.45M - $1.5M
|
61.8K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26- 0.17% |
$609 - $629
|
15.1K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.1K+ 24.88% |
$800K - $826K
|
171K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.4K- 41.78% |
$314K - $324K
|
18.6K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16K+ 82.79% |
$376K - $388K
|
35.4K
$844K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
94.9KNew |
$2.22M - $2.3M
|
94.9K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
97New |
$2.27K - $2.35K
|
97
$2.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
460+ 46.0% |
$10.8K - $11.1K
|
1.46K
$34.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.47K+ 4.77% |
$198K - $205K
|
186K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-329- 0.82% |
$7.71K - $7.96K
|
39.6K
$943K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.1K- 29.01% |
$95.9K - $99.1K
|
10K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500New |
$11.7K - $12.1K
|
500
$11.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.95KNew |
$186K - $192K
|
7.95K
$189K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
19.9KNew |
$466K - $481K
|
19.9K
$473K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43+ 0.06% |
$1.01K - $1.04K
|
70.3K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$23.4 - $24.2
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-178K- 38.75% |
$4.17M - $4.3M
|
281K
$6.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-535- 4.27% |
$12.5K - $12.9K
|
12K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.5% |
$23.4 - $24.2
|
41
$977
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.4K+ 67.66% |
$244K - $252K
|
25.8K
$615K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.24K- 1.74% |
$52.5K - $54.2K
|
127K
$3.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.38KNew |
$55.7K - $57.6K
|
2.38K
$56.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 0.76% |
$187 - $194
|
1.07K
$25.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
562New |
$13.2K - $13.6K
|
562
$13.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.39K+ 6.22% |
$32.6K - $33.7K
|
23.8K
$566K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.69K- 26.6% |
$110K - $114K
|
13K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.44K- 2.03% |
$33.8K - $34.9K
|
69.4K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.91K+ 6.61% |
$44.8K - $46.3K
|
30.9K
$735K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-419- 4.58% |
$9.74K - $10.2K
|
8.74K
$208K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-156- 1.73% |
$3.63K - $3.79K
|
8.85K
$211K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
108New |
$2.48K - $2.54K
|
108
$2.57K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
20.9K+ 233.91% |
$480K - $491K
|
29.8K
$710K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
131+ 187.14% |
$3.01K - $3.08K
|
201
$4.79K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9+ 1.69% |
$207 - $212
|
543
$12.9K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
70+ 38.67% |
$1.63K - $1.66K
|
251
$5.98K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-188- 1.74% |
$4.37K - $4.47K
|
10.6K
$254K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.53K- 13.54% |
$35.6K - $36.4K
|
9.78K
$233K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
320New |
$7.12K - $7.6K
|
320
$7.62K
|
|
| 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
$202K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-902- 3.33% |
$20.3K - $21K
|
26.2K
$624K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
258New |
$5.94K - $6.11K
|
258
$6.15K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
49.1KNew |
$1.13M - $1.16M
|
49.1K
$1.17M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-236K- 74.86% |
$5.38M - $5.59M
|
79.1K
$1.89M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
170New |
$3.77K - $3.98K
|
170
$4.05K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-52- 96.3% |
$1.15K - $1.22K
|
2
$47.6
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 33.33% |
$11.2K - $12.1K
|
1K
$23.8K
|
|