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 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5+ 0.03% |
$101 - $101
|
18.5K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
284New |
$5.76K - $5.76K
|
284
$5.76K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-500- 1.97% |
$10.1K - $10.1K
|
24.9K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
661+ 69.43% |
$13.4K - $13.4K
|
1.61K
$32.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.8K+ 58.29% |
$584K - $584K
|
78.3K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.61K- 1.99% |
$52.9K - $52.9K
|
128K
$2.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
505New |
$10.2K - $10.2K
|
505
$10.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
758New |
$15.4K - $15.4K
|
758
$15.4K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-36- 97.3% |
$683 - $771
|
1
$20.3
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-12.8K- 18.75% |
$243K - $275K
|
55.6K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
304New |
$5.77K - $6.51K
|
304
$6.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$19 - $21.4
|
1
$20.3
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
14KNew |
$265K - $300K
|
14K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.2K- 28.4% |
$288K - $326K
|
38.3K
$777K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.57KClosed |
$48.8K - $55.2K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.67% |
$19 - $21.4
|
150
$3.04K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
351New |
$6.66K - $7.52K
|
351
$7.11K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.36KClosed |
$25.8K - $29.1K
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-870- 69.6% |
$16.5K - $18.6K
|
380
$7.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3New |
$56.9 - $64.3
|
3
$60.8
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9.94KNew |
$188K - $213K
|
9.94K
$201K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
426+ 79.92% |
$8.08K - $9.13K
|
959
$19.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$37.9 - $42.9
|
2
$40.5
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-139- 1.02% |
$2.64K - $2.98K
|
13.5K
$274K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-5.22K- 28.5% |
$98.9K - $112K
|
13.1K
$265K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
246+ 47.95% |
$4.67K - $5.27K
|
759
$15.4K
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 100.0% |
$18 - $19.7
|
2
$40.5
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
30.6KNew |
$553K - $603K
|
30.6K
$621K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1New |
$18 - $19.7
|
1
$20.3
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.48K- 11.85% |
$26.7K - $29.2K
|
11K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$18 - $19.7
|
1
$20.3
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$36.1 - $39.4
|
2
$40.5
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
204New |
$3.68K - $4.01K
|
204
$4.14K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-733K- 2.75% |
$13.2M - $14.4M
|
25.9M
$526M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
311+ 31100.0% |
$5.61K - $6.12K
|
312
$6.32K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-10.2K- 35.52% |
$184K - $201K
|
18.5K
$375K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
755New |
$13.6K - $14.9K
|
755
$15.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-495- 3.51% |
$8.92K - $9.74K
|
13.6K
$276K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.3KNew |
$204K - $223K
|
11.3K
$229K
|
|
|
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
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-25Closed |
$431 - $478
|
0
$0
|
|
|
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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
65+ 47.45% |
$1.12K - $1.24K
|
202
$4.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
1.39K+ 1.81% |
$24K - $26.6K
|
78.4K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-36- 63.16% |
$621 - $688
|
21
$426
|
|
|
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 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1- 0.79% |
$17.2 - $19.1
|
126
$2.55K
|
|