Purchases and Sales Made in Q3 2024 in Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
17K+ 109.23% |
$420K - $423K
|
32.5K
$804K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.6K+ 41.24% |
$337K - $338K
|
46.6K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8.6KNew |
$213K - $214K
|
8.6K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.61K+ 74.54% |
$189K - $190K
|
17.8K
$441K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.72K+ 5.55% |
$142K - $143K
|
109K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.45KNew |
$60.6K - $61K
|
2.45K
$60.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 12.82% |
$31.7K - $31.8K
|
11.3K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.03K+ 11.07% |
$25.4K - $25.5K
|
10.3K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
500+ 7.27% |
$12.4K - $12.5K
|
7.38K
$183K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
266New |
$6.59K - $6.62K
|
266
$6.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
216+ 2.31% |
$5.35K - $5.38K
|
9.56K
$237K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
216+ 2.08% |
$5.35K - $5.38K
|
10.6K
$262K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
86+ 0.21% |
$2.13K - $2.14K
|
41.8K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$24.8 - $24.9
|
1
$24.8
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-238- 2.67% |
$5.9K - $5.93K
|
8.68K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-267- 0.67% |
$6.61K - $6.65K
|
39.4K
$974K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-462- 4.14% |
$11.4K - $11.5K
|
10.7K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.19K- 40.3% |
$29.4K - $29.6K
|
1.76K
$43.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.38K- 3.39% |
$58.9K - $59.2K
|
67.7K
$1.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.97K- 21.42% |
$73.6K - $74K
|
10.9K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.7K- 16.24% |
$289K - $290K
|
60.1K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-24K- 9.29% |
$594K - $597K
|
234K
$5.8M
|