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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.49K- 1.27% |
$28.7K - $31.2K
|
194K
$2.28M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.53K+ 6.82% |
$40.7K - $44.2K
|
55.3K
$650K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.25KNew |
$14.4K - $15.7K
|
1.25K
$14.7K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.87K+ 39.94% |
$56.1K - $60.9K
|
17.1K
$201K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
14.1K+ 34.45% |
$162K - $177K
|
55K
$647K
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
188New |
$2.17K - $2.35K
|
188
$2.21K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
148K+ 4.32% |
$1.71M - $1.86M
|
3.59M
$42.2M
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
20+ 0.71% |
$230 - $250
|
2.84K
$33.4K
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
16.1KNew |
$185K - $202K
|
16.1K
$189K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.46K- 5.45% |
$97.5K - $106K
|
147K
$1.73M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.02K- 1.34% |
$92.4K - $100K
|
592K
$6.96M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
14.2KNew |
$164K - $178K
|
14.2K
$167K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10K- 20.41% |
$115K - $125K
|
39K
$459K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-92.9K- 13.29% |
$1.07M - $1.16M
|
607K
$7.13M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.8K- 18.11% |
$55.3K - $60.1K
|
21.7K
$255K
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
8.19K+ 11.23% |
$94.4K - $103K
|
81.1K
$954K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
18.4K+ 53.89% |
$212K - $230K
|
52.6K
$618K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.55K- 3.6% |
$17.8K - $19.4K
|
41.4K
$487K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
3KNew |
$34.6K - $37.6K
|
3K
$35.3K
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-182- 2.64% |
$2.1K - $2.28K
|
6.72K
$79K
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-13.3K- 46.43% |
$153K - $167K
|
15.3K
$180K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.78K- 4.3% |
$43.6K - $47.3K
|
84.2K
$990K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
42.9K+ 98.73% |
$494K - $537K
|
86.3K
$1.02M
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-3.84K- 9.24% |
$44.2K - $48K
|
37.7K
$443K
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.81K+ 21.12% |
$20.8K - $22.6K
|
10.4K
$122K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
75+ 84.27% |
$864 - $939
|
164
$1.93K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48.9KNew |
$563K - $612K
|
48.9K
$575K
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20.7K- 4.26% |
$238K - $259K
|
465K
$5.47M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107K+ 8.96% |
$1.23M - $1.34M
|
1.3M
$15.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-258K- 27.9% |
$2.97M - $3.23M
|
667K
$7.85M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
234K+ 16.9% |
$2.69M - $2.93M
|
1.62M
$19M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-281- 2.13% |
$3.24K - $3.52K
|
12.9K
$152K
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.67K+ 12.49% |
$19.3K - $20.9K
|
15.1K
$177K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
308New |
$3.55K - $3.86K
|
308
$3.62K
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
1.41MNew |
$16.2M - $17.6M
|
1.41M
$16.5M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
23.4K+ 41.55% |
$269K - $292K
|
79.5K
$935K
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-17.1K- 11.23% |
$197K - $214K
|
135K
$1.59M
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
445+ 0.55% |
$5.13K - $5.57K
|
81.8K
$962K
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-800- 2.8% |
$9.22K - $10K
|
27.8K
$327K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.95K+ 16.77% |
$33.9K - $36.9K
|
20.5K
$241K
|
|
Oct 17, 2024
Q3 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
553KNew |
$6.37M - $6.92M
|
553K
$6.5M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.74K- 11.6% |
$31.5K - $34.3K
|
20.8K
$245K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
85+ 0.48% |
$979 - $1.06K
|
17.8K
$209K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-130- 0.33% |
$1.5K - $1.63K
|
39.1K
$459K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 177.15% |
$132K - $143K
|
17.9K
$210K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-230- 12.87% |
$2.65K - $2.88K
|
1.56K
$18.3K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.22K- 28.44% |
$48.6K - $52.9K
|
10.6K
$125K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5K- 4.82% |
$57.6K - $62.6K
|
98.7K
$1.16M
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-461- 2.61% |
$5.31K - $5.77K
|
17.2K
$202K
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-3.72K- 4.76% |
$42.8K - $46.5K
|
74.4K
$874K
|