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 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2K+ 22.22% |
$22.6K - $23.8K
|
11K
$129K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.22K- 77.05% |
$25K - $26.4K
|
660
$7.76K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3K- 18.02% |
$33.9K - $35.7K
|
13.7K
$161K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-329K- 37.96% |
$3.71M - $3.91M
|
537K
$6.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.99K+ 2.15% |
$45K - $47.4K
|
189K
$2.22M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.98K- 4.33% |
$22.3K - $23.5K
|
43.6K
$513K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.56K- 15.42% |
$85.4K - $90K
|
41.5K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
647New |
$7.31K - $7.7K
|
647
$7.61K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-382- 14.95% |
$4.32K - $4.55K
|
2.17K
$25.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
87+ 0.83% |
$983 - $1.04K
|
10.5K
$124K
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
4.42K+ 24.54% |
$49.9K - $52.5K
|
22.4K
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-434- 58.57% |
$4.9K - $5.16K
|
307
$3.61K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-36K- 33.09% |
$407K - $428K
|
72.8K
$856K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-301- 0.49% |
$3.4K - $3.58K
|
60.5K
$712K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4.5K+ 12.68% |
$50.8K - $53.5K
|
40K
$470K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
231New |
$2.61K - $2.75K
|
231
$2.72K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-200- 1.03% |
$2.26K - $2.38K
|
19.3K
$227K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
12+ 0.09% |
$136 - $143
|
13.2K
$155K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
658New |
$7.44K - $7.83K
|
658
$7.74K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-428- 94.48% |
$4.84K - $5.09K
|
25
$294
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.53K- 16.31% |
$51.2K - $53.9K
|
23.3K
$274K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-700- 3.55% |
$7.91K - $8.33K
|
19K
$224K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.34K- 20.61% |
$60.3K - $63.5K
|
20.5K
$242K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10.6K- 46.85% |
$120K - $126K
|
12K
$141K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
975New |
$11K - $11.6K
|
975
$11.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.63K- 35.44% |
$18.4K - $19.3K
|
2.96K
$34.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 10.0% |
$1.13K - $1.19K
|
900
$10.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.42K- 14.97% |
$27.3K - $28.8K
|
13.8K
$162K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
153KNew |
$1.73M - $1.82M
|
153K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-32- 5.73% |
$362 - $381
|
526
$6.19K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-87.1K- 79.32% |
$985K - $1.04M
|
22.7K
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
923+ 715.5% |
$10.4K - $11K
|
1.05K
$12.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.1K- 7.12% |
$35K - $36.8K
|
40.4K
$475K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2K- 16.66% |
$22.6K - $23.8K
|
10K
$118K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-78.1K- 53.67% |
$883K - $930K
|
67.4K
$793K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
13.2K+ 42.56% |
$149K - $157K
|
44.1K
$519K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.3K- 56.57% |
$14.7K - $15.5K
|
999
$11.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-8.05K- 26.25% |
$90.9K - $95.7K
|
22.6K
$266K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.78K- 34.45% |
$65.3K - $68.8K
|
11K
$129K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
506New |
$5.72K - $6.02K
|
506
$5.95K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.49KNew |
$16.8K - $17.7K
|
1.49K
$17.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.37K- 34.31% |
$106K - $111K
|
17.9K
$211K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
700New |
$7.91K - $8.33K
|
700
$8.23K
|
|
| Q1 2024 | |||||||
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
417New |
$4.77K - $5.01K
|
417
$4.9K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-85- 0.52% |
$973 - $1.02K
|
16.2K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24.2K+ 160.66% |
$277K - $291K
|
39.2K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
37.5K+ 296.91% |
$430K - $451K
|
50.2K
$590K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 86.21% |
$573 - $601
|
108
$1.27K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.2K- 28.99% |
$36.6K - $38.4K
|
7.83K
$92K
|
|