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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-40K- 60.43% |
$458K - $481K
|
26.2K
$324K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-525- 55.61% |
$6.01K - $6.31K
|
419
$5.19K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.56K+ 48.93% |
$40.8K - $42.8K
|
10.8K
$134K
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-21.3K- 66.63% |
$244K - $256K
|
10.7K
$132K
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
435KNew |
$4.98M - $5.23M
|
435K
$5.39M
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8.34K- 43.97% |
$95.5K - $100K
|
10.6K
$132K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
31.2KNew |
$357K - $375K
|
31.2K
$387K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
34.6KNew |
$396K - $415K
|
34.6K
$428K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-479- 1.8% |
$5.48K - $5.76K
|
26.1K
$323K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
500New |
$5.73K - $6.01K
|
500
$6.2K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.73K- 18.24% |
$31.2K - $32.8K
|
12.2K
$151K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.84KNew |
$44K - $46.2K
|
3.84K
$47.6K
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
11.8KNew |
$136K - $142K
|
11.8K
$147K
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1K- 5.6% |
$11.5K - $12K
|
16.9K
$209K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
254+ 16.57% |
$2.91K - $3.05K
|
1.79K
$22.1K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
34+ 0.07% |
$389 - $409
|
51.7K
$641K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-310- 1.74% |
$3.55K - $3.73K
|
17.5K
$216K
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.48MNew |
$16.9M - $17.8M
|
1.48M
$18.3M
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-842- 2.86% |
$9.64K - $10.1K
|
28.6K
$355K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-15.1K- 92.41% |
$173K - $181K
|
1.24K
$15.4K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-708- 7.84% |
$8.11K - $8.51K
|
8.33K
$103K
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-3K- 6.52% |
$34.4K - $36.1K
|
43K
$533K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
146New |
$1.67K - $1.75K
|
146
$1.81K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
86New |
$985 - $1.03K
|
86
$1.07K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
250+ 2.46% |
$2.86K - $3.01K
|
10.4K
$129K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.41K- 51.18% |
$16.1K - $16.9K
|
1.35K
$16.7K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.5KNew |
$200K - $210K
|
17.5K
$216K
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
251KNew |
$2.88M - $3.02M
|
251K
$3.11M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
743New |
$8.51K - $8.93K
|
743
$9.21K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$21.3K - $22.4K
|
1.86K
$23.1K
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-2.26K- 30.2% |
$25.8K - $27.1K
|
5.22K
$64.6K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
500New |
$5.73K - $6.01K
|
500
$6.2K
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
48+ 0.31% |
$550 - $577
|
15.6K
$193K
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
BUY
|
- |
1.35M+ 4719.24% |
$15.4M - $16.2M
|
1.37M
$17M
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
7.92KNew |
$90.7K - $95.2K
|
7.92K
$98.1K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.4K+ 3.34% |
$16.1K - $16.9K
|
43.4K
$538K
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2.44K- 40.84% |
$27.9K - $29.3K
|
3.54K
$43.8K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.62KNew |
$18.5K - $19.4K
|
1.62K
$20K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-28- 2.35% |
$321 - $337
|
1.17K
$14.4K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-150- 1.81% |
$1.72K - $1.8K
|
8.16K
$101K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10.5KNew |
$121K - $127K
|
10.5K
$131K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1- 50.0% |
$11.5 - $12
|
1
$12.4
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
59.7KNew |
$684K - $718K
|
59.7K
$740K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
332New |
$3.8K - $3.99K
|
332
$4.11K
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
187+ 0.42% |
$2.14K - $2.25K
|
44.9K
$556K
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.04K- 4.64% |
$11.9K - $12.5K
|
21.4K
$265K
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-13.5K- 43.96% |
$154K - $162K
|
17.2K
$213K
|
|
Q4 2023 | |||||||
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.37K- 96.37% |
$34.4K - $39K
|
127
$1.57K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26- 66.67% |
$265 - $301
|
13
$161
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-199- 51.42% |
$2.03K - $2.3K
|
188
$2.33K
|