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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
34.1KNew |
$603K - $677K
|
34.1K
$692K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.83% |
$17.7 - $19.8
|
120
$2.43K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3New |
$53 - $59.5
|
3
$60.8
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
519+ 40.14% |
$9.18K - $10.3K
|
1.81K
$36.7K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17.5KClosed |
$310K - $347K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
32.2KNew |
$569K - $638K
|
32.2K
$652K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
1+ 100.0% |
$17.7 - $19.8
|
2
$40.5
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-105- 0.95% |
$1.86K - $2.08K
|
10.9K
$222K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
98+ 98.0% |
$1.73K - $1.94K
|
198
$4.01K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.98K+ 9473.81% |
$70.3K - $78.9K
|
4.02K
$81.5K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.28K+ 8.51% |
$22.6K - $25.3K
|
16.3K
$330K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-100- 1.72% |
$1.77K - $1.98K
|
5.7K
$116K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-13- 0.2% |
$230 - $258
|
6.63K
$134K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
155New |
$2.74K - $3.07K
|
155
$3.14K
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-44- 95.65% |
$778 - $872
|
2
$40.5
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.3% |
$17.7 - $19.8
|
335
$6.79K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-19.7K- 5.6% |
$349K - $391K
|
332K
$6.73M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
41+ 4100.0% |
$725 - $813
|
42
$851
|
|
Q2 2023 | |||||||
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-25- 4.24% |
$447 - $487
|
564
$11.4K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.2K- 34.48% |
$647K - $705K
|
68.9K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
792New |
$14.1K - $15.4K
|
792
$16.1K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.46K+ 0.2% |
$44K - $47.9K
|
1.24M
$25.1M
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.34K- 1.25% |
$24K - $26.1K
|
106K
$2.15M
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4New |
$71.4 - $77.8
|
4
$81.1
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
19+ 0.14% |
$339 - $370
|
13.9K
$281K
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-48K- 1.84% |
$857K - $934K
|
2.56M
$51.9M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
2New |
$35.7 - $38.9
|
2
$40.5
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-403- 2.23% |
$7.2K - $7.84K
|
17.7K
$358K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.38KNew |
$24.6K - $26.8K
|
1.38K
$27.9K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.79KNew |
$67.7K - $73.8K
|
3.79K
$76.9K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-3.56K- 14.94% |
$63.6K - $69.3K
|
20.3K
$411K
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-640- 4.92% |
$11.4K - $12.5K
|
12.4K
$251K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
2New |
$35.7 - $38.9
|
2
$40.5
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
260New |
$4.64K - $5.06K
|
260
$5.27K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$143 - $156
|
8
$162
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
352+ 2.84% |
$6.29K - $6.85K
|
12.7K
$258K
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
26New |
$464 - $506
|
26
$527
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.6K- 91.1% |
$311K - $346K
|
1.72K
$34.9K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
553+ 104.54% |
$9.75K - $10.8K
|
1.08K
$21.9K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$35.3 - $39.2
|
2
$40.5
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
295New |
$5.2K - $5.78K
|
295
$5.98K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
60New |
$1.06K - $1.18K
|
60
$1.22K
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
30.5K+ 80.29% |
$538K - $597K
|
68.4K
$1.39M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-57.2K- 63.71% |
$1.01M - $1.12M
|
32.6K
$661K
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-27- 0.12% |
$476 - $529
|
22.5K
$456K
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
1New |
$17.6 - $19.6
|
1
$20.3
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4New |
$70.6 - $78.4
|
4
$81.1
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1New |
$17.6 - $19.6
|
1
$20.3
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
67New |
$1.18K - $1.31K
|
67
$1.36K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
57New |
$1.01K - $1.12K
|
57
$1.16K
|