Latest Institutional Transactions on Invesco ETF Tr Ii Ftse Rafi Em (PXH)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Ftse Rafi Em (PXH) 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 |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.3KNew |
$204K - $223K
|
11.3K
$229K
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
34.5K+ 52.99% |
$621K - $678K
|
99.5K
$2.02M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.01K- 2.98% |
$72.3K - $78.9K
|
131K
$2.65M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.8K+ 132.81% |
$285K - $311K
|
27.7K
$561K
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-31.1K- 17.25% |
$561K - $613K
|
149K
$3.03M
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
87+ 0.31% |
$1.57K - $1.71K
|
27.7K
$562K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
40.9KNew |
$737K - $804K
|
40.9K
$828K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.34K- 8.6% |
$24.1K - $26.3K
|
14.2K
$288K
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.11K- 2.49% |
$92.1K - $101K
|
200K
$4.05M
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
304New |
$5.48K - $5.98K
|
304
$6.16K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
144New |
$2.6K - $2.83K
|
144
$2.92K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
776+ 7.73% |
$14K - $15.3K
|
10.8K
$219K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-43K- 15.21% |
$775K - $846K
|
240K
$4.86M
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
27+ 0.18% |
$487 - $531
|
14.8K
$301K
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
234+ 0.29% |
$4.22K - $4.61K
|
80.4K
$1.63M
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-541- 3.8% |
$9.75K - $10.6K
|
13.7K
$277K
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
18.3KNew |
$330K - $360K
|
18.3K
$371K
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-82.8K- 24.24% |
$1.49M - $1.63M
|
259K
$5.25M
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
28.8K+ 16.72% |
$519K - $567K
|
201K
$4.08M
|
|
Apr 03, 2024
Q1 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
36+ 0.33% |
$649 - $708
|
10.9K
$221K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
216New |
$3.72K - $4.13K
|
216
$4.38K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
306K+ 202.92% |
$5.28M - $5.85M
|
457K
$9.26M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
37New |
$638 - $707
|
37
$750
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.7KNew |
$219K - $243K
|
12.7K
$258K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
65+ 47.45% |
$1.12K - $1.24K
|
202
$4.09K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-36- 63.16% |
$621 - $688
|
21
$426
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.34K+ 5.57% |
$23.1K - $25.6K
|
25.4K
$515K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1- 0.42% |
$17.2 - $19.1
|
238
$4.82K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
1.39K+ 1.81% |
$24K - $26.6K
|
78.4K
$1.59M
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-401- 99.75% |
$6.91K - $7.66K
|
1
$20.3
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.55KNew |
$26.7K - $29.6K
|
1.55K
$31.4K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.5K+ 538.71% |
$25.9K - $28.7K
|
1.78K
$36.1K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
445New |
$7.67K - $8.5K
|
445
$9.02K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1- 0.79% |
$17.2 - $19.1
|
126
$2.55K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$43.3K - $48K
|
2.51K
$50.9K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1New |
$17.2 - $19.1
|
1
$20.3
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.93K- 14.63% |
$33.3K - $36.9K
|
11.3K
$229K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.48K- 30.68% |
$25.5K - $28.3K
|
3.35K
$67.8K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
2New |
$34.5 - $38.2
|
2
$40.5
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
143New |
$2.47K - $2.73K
|
143
$2.9K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2New |
$34.5 - $38.2
|
2
$40.5
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1New |
$17.2 - $19.1
|
1
$20.3
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.01K- 12.63% |
$69.2K - $76.7K
|
27.8K
$563K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
318+ 6.38% |
$5.48K - $6.07K
|
5.3K
$107K
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
556KNew |
$9.59M - $10.6M
|
556K
$11.3M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
579+ 236.33% |
$9.98K - $11.1K
|
824
$16.7K
|
|
Q3 2023 | |||||||
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2New |
$35.4 - $39.6
|
2
$40.5
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1New |
$17.7 - $19.8
|
1
$20.3
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-289- 41.88% |
$5.11K - $5.73K
|
401
$8.13K
|