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 |
|---|---|---|---|---|---|---|---|
|
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 19, 2024
Q4 2023
|
Life Planning Partners, 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 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
579+ 236.33% |
$9.98K - $11.1K
|
824
$16.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
556KNew |
$9.59M - $10.6M
|
556K
$11.3M
|
|
| 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 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3New |
$53 - $59.5
|
3
$60.8
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.83% |
$17.7 - $19.8
|
120
$2.43K
|
|
|
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
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
98+ 98.0% |
$1.73K - $1.94K
|
198
$4.01K
|
|
|
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 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
2New |
$35.7 - $38.9
|
2
$40.5
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.38KNew |
$24.6K - $26.8K
|
1.38K
$27.9K
|
|
|
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 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
|
Welch Group, LLC
|
BUY
|
- |
352+ 2.84% |
$6.29K - $6.85K
|
12.7K
$258K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$143 - $156
|
8
$162
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
26New |
$464 - $506
|
26
$527
|
|
| Q1 2023 | |||||||
|
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 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 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
701New |
$12.4K - $13.7K
|
701
$14.2K
|
|