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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.47K- 2.66% |
$21.4K - $22.5K
|
53.8K
$760K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-57- 6.46% |
$831 - $873
|
826
$11.7K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
300New |
$4.37K - $4.6K
|
300
$4.23K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.2K- 88.23% |
$134K - $141K
|
1.23K
$17.3K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.3K- 40.76% |
$180K - $189K
|
17.9K
$253K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
16New |
$233 - $245
|
16
$226
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
174New |
$2.54K - $2.67K
|
174
$2.46K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
199+ 0.29% |
$2.9K - $3.05K
|
69.9K
$986K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
14+ 0.53% |
$204 - $214
|
2.63K
$37.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-2.42K- 8.79% |
$35.3K - $37.1K
|
25.1K
$354K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-976- 76.49% |
$14.2K - $15K
|
300
$4.23K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.3KNew |
$19K - $19.9K
|
1.3K
$18.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-913- 64.61% |
$13.3K - $14K
|
500
$7.06K
|
|
| Q4 2023 | |||||||
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.07K- 5.83% |
$14K - $15.8K
|
17.3K
$244K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-330- 97.63% |
$4.34K - $4.88K
|
8
$113
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
15.2KNew |
$199K - $224K
|
15.2K
$214K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-400- 44.44% |
$5.26K - $5.92K
|
500
$7.06K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
9.32KNew |
$122K - $138K
|
9.32K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.63K+ 23.69% |
$87.1K - $98K
|
34.6K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
117K+ 1116.17% |
$1.53M - $1.73M
|
127K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
9.32KNew |
$122K - $138K
|
9.32K
$132K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.8KNew |
$220K - $248K
|
16.8K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.19KNew |
$15.6K - $17.6K
|
1.19K
$16.8K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62+ 0.56% |
$815 - $917
|
11.2K
$158K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.03KNew |
$26.6K - $30K
|
2.03K
$28.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12.7K- 42.28% |
$167K - $188K
|
17.3K
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$2.63K - $2.96K
|
200
$2.82K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.07KNew |
$14.1K - $15.9K
|
1.07K
$15.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-14- 77.78% |
$184 - $207
|
4
$56.4
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1KNew |
$13.1K - $14.8K
|
1K
$14.1K
|
|
| Q3 2023 | |||||||
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 26.04% |
$1.39K - $1.45K
|
484
$6.83K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.2KNew |
$379K - $395K
|
27.2K
$384K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.76KNew |
$24.6K - $25.6K
|
1.76K
$24.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
133+ 0.98% |
$1.85K - $1.93K
|
13.7K
$193K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
28.6KNew |
$398K - $416K
|
28.6K
$403K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
59+ 0.37% |
$822 - $858
|
16K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.49KNew |
$20.8K - $21.7K
|
1.49K
$21K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13.7K+ 10.14% |
$191K - $199K
|
149K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.25K- 31.35% |
$115K - $120K
|
18.1K
$255K
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.5K- 60.0% |
$20.9K - $21.8K
|
1K
$14.1K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
230New |
$3.21K - $3.34K
|
230
$3.25K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.39K - $1.45K
|
100
$1.41K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-300- 2.33% |
$4.18K - $4.36K
|
12.6K
$178K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.35K- 16.57% |
$32.7K - $34.1K
|
11.8K
$167K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-700- 34.84% |
$9.76K - $10.2K
|
1.31K
$18.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.53KNew |
$21.4K - $22.3K
|
1.53K
$21.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
49.6K+ 8.56% |
$691K - $721K
|
629K
$8.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
335New |
$4.67K - $4.87K
|
335
$4.73K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
423+ 2.74% |
$5.9K - $6.15K
|
15.9K
$224K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15New |
$209 - $218
|
15
$212
|
|