Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PGF)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PGF) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-700- 34.84% |
$9.76K - $10.2K
|
1.31K
$19.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.53KNew |
$21.4K - $22.3K
|
1.53K
$23.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
49.6K+ 8.56% |
$691K - $721K
|
629K
$9.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
335New |
$4.67K - $4.87K
|
335
$5.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
423+ 2.74% |
$5.9K - $6.15K
|
15.9K
$242K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.05K- 16.56% |
$28.5K - $29.7K
|
10.3K
$157K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15New |
$209 - $218
|
15
$228
|
|
| Q2 2023 | |||||||
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
600New |
$8.21K - $8.98K
|
600
$9.13K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.5K- 1.6% |
$212K - $232K
|
952K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27KNew |
$370K - $404K
|
27K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.19K- 4.08% |
$43.7K - $47.7K
|
75K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
800New |
$11K - $12K
|
800
$12.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-217- 0.4% |
$2.97K - $3.25K
|
54.3K
$826K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.1K- 39.63% |
$139K - $152K
|
15.5K
$235K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.55KNew |
$34.9K - $38.1K
|
2.55K
$38.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
12KNew |
$164K - $179K
|
12K
$182K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.8K- 54.67% |
$24.6K - $26.9K
|
1.49K
$22.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-950- 37.85% |
$13K - $14.2K
|
1.56K
$23.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-663- 59.73% |
$9.08K - $9.92K
|
447
$6.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
31.7KNew |
$434K - $474K
|
31.7K
$482K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100Closed |
$1.39K - $1.62K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
2.26K+ 11.2% |
$31.5K - $36.6K
|
22.4K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-17.5K- 31.87% |
$243K - $283K
|
37.3K
$568K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.65KNew |
$36.9K - $43K
|
2.65K
$40.3K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
825New |
$11.5K - $13.4K
|
825
$12.6K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$13.9K - $16.2K
|
1K
$15.2K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-150- 10.71% |
$2.09K - $2.43K
|
1.25K
$19K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
537New |
$7.49K - $8.71K
|
537
$8.17K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-54- 94.74% |
$753 - $876
|
3
$45.7
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
77.5KNew |
$1.08M - $1.26M
|
77.5K
$1.18M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-425- 1.34% |
$5.92K - $6.89K
|
31.3K
$477K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.07KNew |
$56.7K - $66K
|
4.07K
$61.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-106- 32.02% |
$1.48K - $1.72K
|
225
$3.42K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-10- 3.44% |
$139 - $162
|
281
$4.28K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 84.62% |
$15.3K - $17.8K
|
200
$3.04K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
206New |
$2.87K - $3.34K
|
206
$3.14K
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
22.8KNew |
$322K - $352K
|
22.8K
$347K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.14KClosed |
$16K - $17.5K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
750New |
$10.6K - $11.6K
|
750
$11.4K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.61K+ 15.06% |
$22.7K - $24.8K
|
12.3K
$187K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
24.4KNew |
$345K - $376K
|
24.4K
$372K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-319- 2.3% |
$4.5K - $4.92K
|
13.5K
$206K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.34K- 80.89% |
$47.2K - $51.5K
|
790
$12K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
430+ 3.81% |
$6.07K - $6.63K
|
11.7K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.11K- 3.76% |
$44K - $48K
|
79.6K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
170New |
$2.4K - $2.62K
|
170
$2.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
1.31K+ 48.33% |
$18.4K - $20.1K
|
4.01K
$61K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1KNew |
$14.1K - $15.4K
|
1K
$15.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
263New |
$3.71K - $4.05K
|
263
$4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
154KNew |
$2.17M - $2.37M
|
154K
$2.34M
|
|