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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.1K+ 213.0% |
$1.73M - $1.74M
|
103K
$2.56M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$310K - $311K
|
12.5K
$311K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.35KNew |
$231K - $233K
|
9.35K
$232K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.09K+ 5.4% |
$101K - $102K
|
79.7K
$1.98M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.4K- 45.66% |
$925K - $930K
|
44.5K
$1.11M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-797- 8.73% |
$19.7K - $19.8K
|
8.33K
$207K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
60.2K+ 30.43% |
$1.49M - $1.5M
|
258K
$6.42M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-407- 48.45% |
$10.1K - $10.1K
|
433
$10.8K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
281+ 6.54% |
$6.95K - $6.99K
|
4.58K
$114K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.34K+ 9.43% |
$132K - $133K
|
62K
$1.54M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
124+ 4.39% |
$3.07K - $3.09K
|
2.95K
$73.3K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.61K- 26.83% |
$89.4K - $89.9K
|
9.85K
$245K
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-509- 1.21% |
$12.6K - $12.7K
|
41.7K
$1.04M
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
81+ 0.67% |
$2K - $2.02K
|
12.1K
$302K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
525+ 6.16% |
$13K - $13.1K
|
9.05K
$225K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
973+ 4.83% |
$24.1K - $24.2K
|
21.1K
$525K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-184- 0.65% |
$4.55K - $4.58K
|
28.2K
$702K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
411New |
$10.2K - $10.2K
|
411
$10.2K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.06K- 11.42% |
$125K - $126K
|
39.3K
$976K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.5K- 53.9% |
$432K - $435K
|
14.9K
$372K
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
162+ 1.11% |
$4.01K - $4.03K
|
14.7K
$367K
|
|
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
$437K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-9.3K- 98.97% |
$230K - $232K
|
97
$2.41K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
50+ 5.18% |
$1.24K - $1.25K
|
1.02K
$25.3K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.07KNew |
$224K - $226K
|
9.07K
$226K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-107K- 90.79% |
$2.65M - $2.67M
|
10.9K
$270K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
850New |
$21.1K - $21.2K
|
850
$21.1K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
254+ 2.77% |
$6.3K - $6.33K
|
9.44K
$235K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17.5KNew |
$433K - $436K
|
17.5K
$435K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.25KNew |
$230K - $231K
|
9.25K
$230K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18- 0.32% |
$447 - $450
|
5.66K
$141K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.4KNew |
$257K - $259K
|
10.4K
$258K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.28KNew |
$206K - $207K
|
8.28K
$206K
|
|
Q4 2022 | |||||||
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-221Closed |
$5.5K - $5.52K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
724New |
$18K - $18.1K
|
724
$18K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
800New |
$19.9K - $20K
|
800
$19.9K
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.33K+ 5.59% |
$58.1K - $58.3K
|
44.1K
$1.1M
|
|
Q3 2022 | |||||||
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.89KNew |
N/A
|
9.89K
$246K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.2KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
150New |
N/A
|
150
$3.73K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
221New |
N/A
|
221
$5.5K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.1KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
SELL
|
- |
-9.11KClosed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.89KClosed |
N/A
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-20.9KClosed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
May 18, 2020
Q1 2020
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|