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 |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.5K- 4.57% |
$120K - $126K
|
220K
$2.57M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
59.7KNew |
$684K - $718K
|
59.7K
$698K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
332New |
$3.8K - $3.99K
|
332
$3.88K
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.88K+ 23.43% |
$67.3K - $70.6K
|
30.9K
$362K
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.18K- 7.64% |
$13.5K - $14.2K
|
14.3K
$167K
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-5.43K- 3.32% |
$62.1K - $65.2K
|
158K
$1.85M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
149K+ 50.2% |
$1.71M - $1.79M
|
446K
$5.21M
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
187+ 0.42% |
$2.14K - $2.25K
|
44.9K
$524K
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2K+ 11.43% |
$22.9K - $24K
|
19.5K
$228K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
450+ 0.8% |
$5.15K - $5.41K
|
56.4K
$660K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.77K+ 17.42% |
$77.5K - $81.3K
|
45.6K
$533K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.65K- 53.49% |
$30.3K - $31.8K
|
2.3K
$26.9K
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-6K- 16.37% |
$68.7K - $72.1K
|
30.7K
$358K
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.04K- 4.64% |
$11.9K - $12.5K
|
21.4K
$250K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
41+ 1.43% |
$469 - $493
|
2.91K
$34.1K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
210+ 1.08% |
$2.4K - $2.52K
|
19.7K
$230K
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-534- 1.72% |
$6.11K - $6.42K
|
30.5K
$357K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.68K- 5.39% |
$19.2K - $20.2K
|
29.5K
$344K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
179+ 1.03% |
$2.05K - $2.15K
|
17.5K
$205K
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.71K- 2.48% |
$53.9K - $56.6K
|
186K
$2.17M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.34K- 29.64% |
$84.1K - $88.3K
|
17.4K
$204K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.16K- 20.13% |
$13.2K - $13.9K
|
4.59K
$53.6K
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-5.79K- 6.62% |
$66.3K - $69.6K
|
81.7K
$955K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-8.57K- 22.39% |
$98.2K - $103K
|
29.7K
$347K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65K+ 5.28% |
$18.9K - $19.8K
|
32.9K
$384K
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.44K- 19.08% |
$73.7K - $77.4K
|
27.3K
$319K
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-13.5K- 43.96% |
$154K - $162K
|
17.2K
$201K
|
|
Q4 2023 | |||||||
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-199- 51.42% |
$2.03K - $2.3K
|
188
$2.2K
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
10.2KNew |
$104K - $118K
|
10.2K
$119K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.26K- 7.03% |
$12.8K - $14.6K
|
16.6K
$194K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-45.9K- 79.82% |
$469K - $532K
|
11.6K
$136K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
18New |
$184 - $208
|
18
$210
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.05K- 37.21% |
$20.9K - $23.7K
|
3.46K
$40.4K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
59New |
$602 - $683
|
59
$690
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
310New |
$3.17K - $3.59K
|
310
$3.62K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$10.2K - $11.6K
|
1K
$11.7K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.94K+ 968.09% |
$30K - $34.1K
|
3.25K
$38K
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-105K- 86.76% |
$1.07M - $1.22M
|
16.1K
$188K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-92- 5.54% |
$939 - $1.07K
|
1.57K
$18.4K
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
10.3KNew |
$105K - $119K
|
10.3K
$121K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 63.45% |
$202K - $229K
|
11.4K
$133K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-432- 64.09% |
$4.41K - $5K
|
242
$2.83K
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
25.2KNew |
$257K - $292K
|
25.2K
$295K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
301+ 0.96% |
$3.07K - $3.49K
|
31.8K
$372K
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
299K+ 94.32% |
$3.06M - $3.47M
|
617K
$7.21M
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
25KNew |
$255K - $290K
|
25K
$292K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
821KNew |
$8.38M - $9.5M
|
821K
$9.59M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-37.7K- 55.82% |
$385K - $437K
|
29.9K
$349K
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
314KNew |
$3.21M - $3.64M
|
314K
$3.67M
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-67- 0.64% |
$684 - $776
|
10.5K
$122K
|