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 |
---|---|---|---|---|---|---|---|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.14K- 39.53% |
$93K - $102K
|
12.5K
$139K
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-500- 2.34% |
$5.71K - $6.25K
|
20.9K
$233K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
24.2KNew |
$276K - $302K
|
24.2K
$270K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
9+ 0.08% |
$103 - $113
|
11.8K
$132K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.61K+ 7.55% |
$18.3K - $20.1K
|
22.9K
$255K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.5K- 18.89% |
$51.4K - $56.3K
|
19.3K
$216K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.54K- 33.95% |
$97.5K - $107K
|
16.6K
$186K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
43+ 0.42% |
$491 - $538
|
10.3K
$115K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34+ 1.97% |
$388 - $425
|
1.76K
$19.6K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.28KNew |
$37.5K - $41K
|
3.28K
$36.6K
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
100KNew |
$1.14M - $1.25M
|
100K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
108New |
$1.23K - $1.35K
|
108
$1.21K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44K+ 10422.99% |
$502K - $550K
|
44.4K
$496K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.27KNew |
$14.5K - $15.9K
|
1.27K
$14.2K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.29M+ 11686.27% |
$14.8M - $16.2M
|
1.3M
$14.6M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-386- 4.04% |
$4.41K - $4.83K
|
9.18K
$103K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-553K- 99.46% |
$6.31M - $6.91M
|
3K
$33.5K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-12.1K- 54.18% |
$138K - $151K
|
10.2K
$114K
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
13New |
$148 - $163
|
13
$145
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-900- 8.04% |
$10.3K - $11.3K
|
10.3K
$115K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-105- 37.91% |
$1.2K - $1.31K
|
172
$1.92K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3KNew |
$34.3K - $37.5K
|
3K
$33.5K
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-87.4K- 9.18% |
$998K - $1.09M
|
864K
$9.65M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
275New |
$3.14K - $3.44K
|
275
$3.07K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.94K- 90.64% |
$33.6K - $36.8K
|
304
$3.4K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.1KNew |
$138K - $151K
|
12.1K
$135K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
15.6KNew |
$178K - $195K
|
15.6K
$174K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.1KNew |
$115K - $126K
|
10.1K
$112K
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
351New |
$4.01K - $4.39K
|
351
$3.92K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
200New |
$2.28K - $2.5K
|
200
$2.23K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.32KNew |
$49.3K - $54K
|
4.32K
$48.2K
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.12K- 61.37% |
$47.1K - $51.6K
|
2.6K
$29K
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
22.9KNew |
$262K - $286K
|
22.9K
$256K
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-8.25K- 8.38% |
$94.2K - $103K
|
90.1K
$1.01M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.13K- 55.69% |
$70K - $76.7K
|
4.88K
$54.5K
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-165- 4.85% |
$1.88K - $2.06K
|
3.24K
$36.2K
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
10.1KNew |
$115K - $126K
|
10.1K
$113K
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.6KNew |
$144K - $158K
|
12.6K
$141K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.2KNew |
$93.6K - $103K
|
8.2K
$91.6K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
400+ 1.66% |
$4.57K - $5K
|
24.5K
$274K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.11KNew |
$12.7K - $13.9K
|
1.11K
$12.4K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
11.2KNew |
$128K - $140K
|
11.2K
$125K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
72.7KNew |
$831K - $909K
|
72.7K
$813K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
868New |
$9.91K - $10.9K
|
868
$9.7K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
248KNew |
$2.84M - $3.1M
|
248K
$2.77M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.05% |
$377 - $413
|
3.1K
$34.6K
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-325- 3.04% |
$3.71K - $4.06K
|
10.4K
$116K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
73New |
$834 - $913
|
73
$815
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3K- 27.27% |
$34.3K - $37.5K
|
8K
$89.4K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
395New |
$4.51K - $4.94K
|
395
$4.41K
|