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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.19KNew |
$22.9K - $27.9K
|
1.19K
$24K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-573Closed |
$11.1K - $13.5K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-6.25KClosed |
$121K - $147K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.2K+ 131.43% |
$23.2K - $28.2K
|
2.11K
$42.8K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1Closed |
$19.3 - $23.5
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
2New |
$38.6 - $47.1
|
2
$40.5
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-981Closed |
$18.9K - $23.1K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
61New |
$1.18K - $1.44K
|
61
$1.24K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
346New |
$6.68K - $8.14K
|
346
$7.01K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2- 1.13% |
$38.6 - $47.1
|
175
$3.55K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
473New |
$9.13K - $11.1K
|
473
$9.59K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1Closed |
$21.2 - $23.2
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-61Closed |
$1.3K - $1.42K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1Closed |
$21.2 - $23.2
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-50- 9.09% |
$1.06K - $1.16K
|
500
$10.1K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.2KClosed |
$195K - $213K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1Closed |
$21.2 - $23.2
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-300Closed |
$6.37K - $6.96K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
4KNew |
$85K - $92.8K
|
4K
$81.1K
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
126New |
$2.68K - $2.92K
|
126
$2.55K
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$214K - $234K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$21.2 - $23.2
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.11K+ 10.14% |
$44.8K - $49K
|
22.9K
$464K
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-8.99KClosed |
$191K - $209K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
1New |
$21.2 - $23.2
|
1
$20.3
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-502Closed |
$10.7K - $11.6K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3Closed |
$63.7 - $69.6
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-1Closed |
$21.2 - $23.2
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-105Closed |
$2.23K - $2.44K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-910Closed |
$19.3K - $21.1K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.81KClosed |
$192K - $207K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
293New |
$6.38K - $6.88K
|
293
$5.94K
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-13.1KClosed |
$284K - $307K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-277KClosed |
$6.04M - $6.51M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8- 0.16% |
$174 - $188
|
4.99K
$101K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-35.9KClosed |
$782K - $844K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.15K+ 74.09% |
$199K - $215K
|
21.5K
$436K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-77Closed |
$1.68K - $1.81K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.48KClosed |
$32.1K - $34.6K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.95KNew |
$42.3K - $45.7K
|
1.95K
$39.4K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2Closed |
$43.5 - $47
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.2KClosed |
$47.8K - $51.5K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2Closed |
$44.5 - $48.6
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
227New |
$5.05K - $5.52K
|
227
$4.6K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.33KClosed |
$51.8K - $56.5K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
18New |
$401 - $437
|
18
$365
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.5KClosed |
$167K - $182K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-41.5K- 1.6% |
$923K - $1.01M
|
2.55M
$51.8M
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-718Closed |
$16K - $17.4K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-457Closed |
$10.2K - $11.1K
|
0
$0
|