Latest Institutional Purchases of Invesco Vrdo Tax Free ETF (PVI)
This list provides information on the latest institutional transactions involving Invesco Vrdo Tax Free ETF (PVI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34.5KNew |
$854K - $859K
|
34.5K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.5K+ 59.14% |
$581K - $585K
|
63.3K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10K+ 12.99% |
$247K - $249K
|
87K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.23KNew |
$228K - $230K
|
9.23K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.33K+ 10.09% |
$107K - $108K
|
47.2K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.34K+ 37.63% |
$82.6K - $83.2K
|
12.2K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.63K+ 6.13% |
$65K - $65.4K
|
45.5K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.54K+ 25.75% |
$62.9K - $63.3K
|
12.4K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.87KNew |
$46.2K - $46.5K
|
1.87K
$46.5K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$37.1K - $37.3K
|
1.5K
$37.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.29K+ 1.89% |
$31.9K - $32.1K
|
69.7K
$1.73M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
1.27K+ 4.05% |
$31.5K - $31.7K
|
32.7K
$812K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.07K+ 12.23% |
$26.5K - $26.7K
|
9.85K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
56+ 0.52% |
$1.38K - $1.39K
|
10.8K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
43+ 0.5% |
$1.06K - $1.07K
|
8.71K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.9KNew |
$836K - $848K
|
33.9K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3K+ 109.4% |
$278K - $282K
|
21.5K
$535K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8.99KNew |
$222K - $225K
|
8.99K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.7KNew |
$42K - $42.6K
|
1.7K
$42.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
108+ 6.14% |
$2.67K - $2.71K
|
1.87K
$46.4K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.72K+ 5.55% |
$142K - $143K
|
109K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.45KNew |
$60.6K - $61K
|
2.45K
$60.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
266New |
$6.59K - $6.62K
|
266
$6.61K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
216+ 2.31% |
$5.35K - $5.38K
|
9.56K
$238K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
28.7KNew |
$711K - $715K
|
28.7K
$714K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.6KNew |
$261K - $263K
|
10.6K
$262K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
497New |
$12.3K - $12.4K
|
497
$12.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
100New |
$2.48K - $2.49K
|
100
$2.48K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.73% |
$74.3 - $74.6
|
414
$10.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$310K - $311K
|
12.5K
$311K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
973+ 4.83% |
$24.1K - $24.2K
|
21.1K
$524K
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.07KNew |
$224K - $226K
|
9.07K
$225K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
50+ 5.18% |
$1.24K - $1.25K
|
1.02K
$25.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46New |
$1.14K - $1.15K
|
46
$1.14K
|
|
| Q3 2023 | |||||||
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17.5KNew |
$433K - $436K
|
17.5K
$434K
|
|
|
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
$234K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.25KNew |
$230K - $231K
|
9.25K
$230K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.28KNew |
$206K - $207K
|
8.28K
$206K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.33K+ 5.59% |
$58.1K - $58.3K
|
44.1K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
800New |
$19.9K - $20K
|
800
$19.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
724New |
$18K - $18.1K
|
724
$18K
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.89KNew |
$246K - $247K
|
9.89K
$246K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
221New |
$5.49K - $5.5K
|
221
$5.49K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
150New |
$3.73K - $3.73K
|
150
$3.73K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$24.8
|
|