Latest Institutional Transactions on Invesco Vrdo Tax Free ETF (PVI)
This table provides information on the latest institutional transactions involving Invesco Vrdo Tax Free ETF (PVI) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
8+ 0.03% |
$197 - $200
|
31K
$767K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.02K+ 116.05% |
$99.2K - $100K
|
7.48K
$185K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
306New |
$7.55K - $7.64K
|
306
$7.58K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$471K - $477K
|
19.1K
$473K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
256+ 0.3% |
$6.32K - $6.39K
|
85.5K
$2.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.62K- 4.1% |
$64.6K - $65.4K
|
61.2K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-31.3K- 64.1% |
$773K - $782K
|
17.5K
$434K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.8KNew |
$685K - $693K
|
27.8K
$687K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2Closed |
$49.4 - $49.9
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.63KNew |
$213K - $215K
|
8.63K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.09K+ 4.48% |
$101K - $102K
|
95.5K
$2.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
4+ 0.37% |
$98.7 - $99.9
|
1.08K
$26.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-801- 42.88% |
$19.8K - $20K
|
1.07K
$26.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.1K+ 28.14% |
$298K - $302K
|
55K
$1.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.9K- 17.42% |
$46.8K - $47.4K
|
9K
$223K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.5K- 21.2% |
$334K - $338K
|
50.3K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
190+ 1.63% |
$4.69K - $4.74K
|
11.9K
$294K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.09K+ 17.03% |
$76.2K - $77.1K
|
21.2K
$526K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
49+ 0.12% |
$1.21K - $1.22K
|
40.1K
$993K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-16.6K- 57.86% |
$410K - $415K
|
12.1K
$300K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-528- 6.15% |
$13K - $13.2K
|
8.06K
$200K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.37KNew |
$33.9K - $34.3K
|
1.37K
$34K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.95K+ 6.48% |
$72.7K - $73.6K
|
48.5K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.4K+ 11.49% |
$34.6K - $35.1K
|
13.6K
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35+ 0.38% |
$862 - $874
|
9.26K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
67+ 0.68% |
$1.65K - $1.67K
|
9.92K
$246K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.66KNew |
$140K - $141K
|
5.66K
$140K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.87KNew |
$46.2K - $46.5K
|
1.87K
$46.3K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-234K- 99.69% |
$5.77M - $5.85M
|
718
$17.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.7KNew |
$42K - $42.6K
|
1.7K
$42.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.9KNew |
$836K - $848K
|
33.9K
$839K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8.99KNew |
$222K - $225K
|
8.99K
$223K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
216+ 2.31% |
$5.35K - $5.38K
|
9.56K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.45KNew |
$60.6K - $61K
|
2.45K
$60.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
266New |
$6.59K - $6.62K
|
266
$6.59K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.72K+ 5.55% |
$142K - $143K
|
109K
$2.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.97K- 21.42% |
$73.6K - $74K
|
10.9K
$270K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
497New |
$12.3K - $12.4K
|
497
$12.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-606- 2.15% |
$15K - $15.1K
|
27.6K
$684K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.73% |
$74.3 - $74.6
|
414
$10.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
100New |
$2.48K - $2.49K
|
100
$2.48K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$310K - $311K
|
12.5K
$310K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
973+ 4.83% |
$24.1K - $24.2K
|
21.1K
$523K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46New |
$1.14K - $1.15K
|
46
$1.14K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.72K- 8.91% |
$42.5K - $42.8K
|
17.6K
$435K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-9.3K- 98.97% |
$230K - $232K
|
97
$2.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
50+ 5.18% |
$1.24K - $1.25K
|
1.02K
$25.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.07KNew |
$224K - $226K
|
9.07K
$225K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
850New |
$21.1K - $21.2K
|
850
$21.1K
|
|