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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-539- 33.71% |
$7.61K - $8.31K
|
1.06K
$15K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.5K- 9.47% |
$21.1K - $23K
|
14.3K
$202K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
20.2KNew |
$286K - $312K
|
20.2K
$286K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
114+ 0.52% |
$1.61K - $1.76K
|
22.2K
$314K
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-4.6K- 17.49% |
$65K - $70.9K
|
21.7K
$306K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
554+ 0.53% |
$7.82K - $8.54K
|
104K
$1.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
57New |
$805 - $878
|
57
$804
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
134New |
$1.89K - $2.06K
|
134
$1.89K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-140K- 71.74% |
$1.98M - $2.16M
|
55.1K
$777K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
48.6K+ 160.26% |
$686K - $749K
|
78.9K
$1.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-850- 8.97% |
$12K - $13.1K
|
8.62K
$122K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.64K+ 4.45% |
$23.1K - $25.3K
|
38.5K
$543K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
336+ 1.45% |
$4.74K - $5.18K
|
23.5K
$332K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$150K - $163K
|
10.6K
$150K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
63.2KNew |
$892K - $973K
|
63.2K
$891K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
100New |
$1.41K - $1.54K
|
100
$1.41K
|
|
| Q3 2022 | |||||||
|
Nov 17, 2022
Q3 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-5.93K- 22.39% |
$88K - $99.9K
|
20.6K
$290K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.01KNew |
$15K - $17.1K
|
1.01K
$14.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4+ 1.63% |
$59.4 - $67.4
|
250
$3.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-643- 81.08% |
$9.54K - $10.8K
|
150
$2.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.03MNew |
$15.2M - $17.3M
|
1.03M
$14.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
12.3KNew |
$182K - $206K
|
12.3K
$173K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-2.5K- 5.98% |
$37.1K - $42.1K
|
39.3K
$554K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
13.4KNew |
$198K - $225K
|
13.4K
$188K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6.1K- 43.26% |
$90.5K - $103K
|
8K
$113K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
270New |
$4.01K - $4.55K
|
270
$3.81K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.89% |
$74.2 - $84.2
|
270
$3.81K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.55KNew |
$23K - $26.2K
|
1.55K
$21.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
217New |
$3.22K - $3.65K
|
217
$3.06K
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-1.64K- 7.93% |
$24.3K - $27.5K
|
19K
$268K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-701- 49.96% |
$10.4K - $11.8K
|
702
$9.91K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
145+ 1.38% |
$2.15K - $2.44K
|
10.6K
$150K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-2K- 15.32% |
$29.7K - $33.7K
|
11.1K
$156K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
33+ 1.39% |
$490 - $556
|
2.41K
$34K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1.5KNew |
$22.3K - $25.3K
|
1.5K
$21.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-150- 6.98% |
$2.23K - $2.53K
|
2K
$28.2K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-1.55K- 7.42% |
$23K - $26.2K
|
19.4K
$274K
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2.43K- 61.71% |
$36.1K - $40.9K
|
1.51K
$21.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
218New |
$3.24K - $3.67K
|
218
$3.08K
|
|
| Q2 2022 | |||||||
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
683+ 2.07% |
$10.2K - $11.5K
|
33.6K
$475K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.3KClosed |
$214K - $242K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.22KClosed |
$33.3K - $37.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-7.18K- 20.77% |
$108K - $121K
|
27.4K
$387K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6+ 1.15% |
$89.9 - $101
|
526
$7.42K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-88.8K- 84.87% |
$1.33M - $1.5M
|
15.8K
$224K
|
|
|
Aug 12, 2022
Q2 2022
|
Piper Sandler & Co.
Minneapolis, MN |
BUY
|
- |
100New |
$1.5K - $1.69K
|
100
$1.41K
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.47K- 12.13% |
$127K - $143K
|
61.3K
$866K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.85KClosed |
$27.7K - $31.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
30+ 1.32% |
$449 - $507
|
2.31K
$32.6K
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1- 0.01% |
$15 - $16.9
|
10.4K
$147K
|
|