Purchases and Sales Made in Q1 2023 in Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO VRDO TAX-FREE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
97.7K+ 1013.79% |
$2.44M - $2.44M
|
107K
$2.67M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
52.7KNew |
$1.31M - $1.32M
|
52.7K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.2K+ 41.03% |
$504K - $505K
|
69.5K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12K+ 14.41% |
$298K - $299K
|
95K
$2.36M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.04KNew |
$225K - $226K
|
9.04K
$224K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.28KNew |
$206K - $207K
|
8.28K
$206K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
585+ 3.88% |
$14.6K - $14.6K
|
15.7K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67- 11.82% |
$1.67K - $1.67K
|
500
$12.4K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-308- 0.19% |
$7.68K - $7.7K
|
158K
$3.93M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-440- 0.48% |
$11K - $11K
|
91.5K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-580- 9.28% |
$14.5K - $14.5K
|
5.67K
$141K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-600- 77.82% |
$15K - $15K
|
171
$4.25K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.2K- 4.97% |
$30K - $30.1K
|
23K
$571K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-1.48K- 8.62% |
$36.9K - $37K
|
15.7K
$389K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-4.62K- 3.39% |
$115K - $115K
|
132K
$3.27M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.3K- 22.66% |
$680K - $682K
|
93.1K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.8K- 18.2% |
$791K - $793K
|
143K
$3.54M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.1K- 69.7% |
$898K - $901K
|
15.7K
$389K
|