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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-403- 2.23% |
$7.2K - $7.84K
|
17.7K
$358K
|
|
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 | |||||||
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
553+ 104.54% |
$9.75K - $10.8K
|
1.08K
$21.9K
|
|
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
|
Belpointe Asset Management LLC
|
BUY
|
- |
295New |
$5.2K - $5.78K
|
295
$5.98K
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-27- 0.12% |
$476 - $529
|
22.5K
$456K
|
|
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 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 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
67New |
$1.18K - $1.31K
|
67
$1.36K
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12KNew |
$211K - $235K
|
12K
$243K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2New |
$35.3 - $39.2
|
2
$40.5
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
57New |
$1.01K - $1.12K
|
57
$1.16K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-546- 28.6% |
$9.63K - $10.7K
|
1.36K
$27.6K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
896New |
$15.8K - $17.6K
|
896
$18.2K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
701New |
$12.4K - $13.7K
|
701
$14.2K
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
31New |
$547 - $608
|
31
$628
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-2.46K- 10.55% |
$43.4K - $48.2K
|
20.8K
$422K
|
|
Q4 2022 | |||||||
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.81KNew |
$29.2K - $32.7K
|
1.81K
$36.7K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
77New |
$1.24K - $1.39K
|
77
$1.56K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$19.4K - $21.7K
|
1.2K
$24.3K
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-84.3KClosed |
$1.36M - $1.52M
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
2New |
$32.3 - $36.1
|
2
$40.5
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-249K- 87.5% |
$4.03M - $4.51M
|
35.6K
$722K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
988New |
$15.9K - $17.9K
|
988
$20K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
22.6K+ 0.81% |
$364K - $408K
|
2.82M
$57.2M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
435New |
$7.02K - $7.86K
|
435
$8.82K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.6KNew |
$284K - $318K
|
17.6K
$356K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
195New |
$3.15K - $3.52K
|
195
$3.95K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
56New |
$904 - $1.01K
|
56
$1.14K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.59% |
$48.4 - $54.2
|
510
$10.3K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$161 - $181
|
10
$203
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
24New |
$387 - $434
|
24
$486
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
81New |
$1.31K - $1.46K
|
81
$1.64K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
767New |
$12.4K - $13.9K
|
767
$15.5K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
141New |
$2.28K - $2.55K
|
141
$2.86K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.08K- 0.31% |
$18.1K - $20.2K
|
349K
$7.07M
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
200New |
$3.34K - $3.74K
|
200
$4.05K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
36New |
$602 - $672
|
36
$730
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
26KNew |
$435K - $486K
|
26K
$527K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3- 3.45% |
$50.1 - $56
|
84
$1.7K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
14.5KNew |
$243K - $271K
|
14.5K
$295K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
8.23K+ 3.23% |
$137K - $154K
|
263K
$5.32M
|