Latest Institutional Transactions on Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Pfd ETF (PGX) 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 |
---|---|---|---|---|---|---|---|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.79K+ 4.51% |
$76.7K - $80.8K
|
157K
$1.82M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.3KNew |
$151K - $159K
|
13.3K
$154K
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.64K- 0.9% |
$29.9K - $31.4K
|
292K
$3.38M
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-950- 6.44% |
$10.7K - $11.3K
|
13.8K
$160K
|
|
Q1 2024 | |||||||
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-8.28K- 27.45% |
$94.8K - $99.5K
|
21.9K
$253K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-563- 8.47% |
$6.45K - $6.77K
|
6.08K
$70.4K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-442- 14.07% |
$5.06K - $5.31K
|
2.7K
$31.3K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
417New |
$4.77K - $5.01K
|
417
$4.83K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
307K+ 70.3% |
$3.51M - $3.69M
|
743K
$8.6M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-29.5K- 7.83% |
$338K - $355K
|
348K
$4.03M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.08K+ 1.83% |
$58.2K - $61K
|
283K
$3.28M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
77KNew |
$882K - $925K
|
77K
$892K
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
172+ 0.95% |
$1.97K - $2.07K
|
18.2K
$211K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
75New |
$859 - $902
|
75
$869
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.15K- 4.67% |
$13.2K - $13.8K
|
23.5K
$272K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.71K+ 22.7% |
$54K - $56.6K
|
25.5K
$295K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.1K- 9.42% |
$218K - $229K
|
183K
$2.12M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.6K+ 25.68% |
$683K - $717K
|
292K
$3.38M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.24K- 54.02% |
$48.5K - $51K
|
3.61K
$41.8K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57.9K+ 279.58% |
$663K - $696K
|
78.7K
$911K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12K- 6.56% |
$137K - $144K
|
171K
$1.98M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-227- 1.22% |
$2.6K - $2.73K
|
18.4K
$214K
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
6.96KNew |
$79.6K - $83.6K
|
6.96K
$80.6K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.56K- 10.75% |
$52.2K - $54.8K
|
37.8K
$438K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
40.4K+ 22.56% |
$463K - $486K
|
220K
$2.54M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
291+ 0.54% |
$3.33K - $3.5K
|
54.4K
$630K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.58M- 14.73% |
$18.1M - $19M
|
9.18M
$106M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-513K- 6.05% |
$5.87M - $6.17M
|
7.96M
$92.2M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.51K- 1.81% |
$40.1K - $42.1K
|
190K
$2.2M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-85- 0.52% |
$973 - $1.02K
|
16.2K
$188K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-71.8K- 14.41% |
$822K - $863K
|
426K
$4.94M
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1K+ 1.89% |
$11.5K - $12K
|
54K
$625K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.8KNew |
$135K - $142K
|
11.8K
$136K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.55K+ 8.12% |
$40.7K - $42.7K
|
47.3K
$547K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-27.2K- 39.13% |
$312K - $327K
|
42.4K
$491K
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3.14M- 46.77% |
$35.9M - $37.7M
|
3.57M
$41.3M
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-95.9KClosed |
$1.1M - $1.15M
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
90.2KNew |
$1.03M - $1.08M
|
90.2K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
106KNew |
$1.21M - $1.27M
|
106K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
826K+ 2054.13% |
$9.45M - $9.93M
|
866K
$10M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6M- 10.55% |
$68.7M - $72.1M
|
50.9M
$589M
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
3KNew |
$34.4K - $36.1K
|
3K
$34.7K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
123+ 0.82% |
$1.41K - $1.48K
|
15K
$174K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-9- 0.12% |
$103 - $108
|
7.8K
$90.4K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24.2K+ 160.66% |
$277K - $291K
|
39.2K
$454K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.2K+ 1.05% |
$414K - $435K
|
3.48M
$40.3M
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
115KNew |
$1.32M - $1.39M
|
115K
$1.34M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
143KNew |
$1.64M - $1.72M
|
143K
$1.66M
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
327KNew |
$3.75M - $3.93M
|
327K
$3.79M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
69.7K+ 82.77% |
$798K - $838K
|
154K
$1.78M
|