Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (RFG)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (RFG) 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-78- 0.17% |
$3.36K - $4.02K
|
45.7K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-98.1K- 99.95% |
$4.23M - $5.05M
|
47
$2.38K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.51KNew |
$323K - $387K
|
7.51K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.29K+ 29.57% |
$185K - $221K
|
18.8K
$954K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.01K+ 18.8% |
$43.4K - $51.9K
|
6.36K
$323K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 17.36% |
$4.31K - $5.15K
|
676
$34.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-122- 31.36% |
$5.25K - $6.28K
|
267
$13.5K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
565+ 2.47% |
$24.3K - $29.1K
|
23.4K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.62KNew |
$69.6K - $83.2K
|
1.62K
$81.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
212+ 13.95% |
$9.13K - $10.9K
|
1.73K
$87.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.97K- 40.26% |
$343K - $410K
|
11.8K
$600K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
280New |
$12.1K - $14.4K
|
280
$14.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-935- 3.0% |
$40.3K - $48.2K
|
30.2K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.06% |
$86.1 - $103
|
3.14K
$159K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.96K- 9.81% |
$128K - $153K
|
27.2K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
121+ 1.6% |
$5.21K - $6.23K
|
7.67K
$389K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-1.87K- 7.9% |
$80.6K - $96.4K
|
21.8K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-77- 7.88% |
$3.32K - $3.97K
|
900
$45.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-500- 4.1% |
$21.5K - $25.8K
|
11.7K
$594K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
977+ 17.81% |
$42.1K - $50.3K
|
6.46K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 3.41% |
$2.15K - $2.58K
|
1.42K
$71.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3+ 0.06% |
$129 - $155
|
4.87K
$247K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.49K- 37.17% |
$64.2K - $76.7K
|
2.52K
$128K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
9.35K+ 46.6% |
$403K - $482K
|
29.4K
$1.49M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.4K- 49.96% |
$1.31M - $1.46M
|
27.4K
$1.39M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.62K+ 10.73% |
$77.7K - $86.7K
|
16.7K
$849K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.11% |
$47.9 - $53.4
|
880
$44.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.2% |
$47.9 - $53.4
|
501
$25.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
750New |
$35.9K - $40K
|
750
$38K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.25KNew |
$300K - $334K
|
6.25K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.21KNew |
$249K - $278K
|
5.21K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.92KNew |
$236K - $263K
|
4.92K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48+ 1.04% |
$2.3K - $2.56K
|
4.64K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-62Closed |
$2.97K - $3.31K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$47.9 - $53.4
|
4.33K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
410New |
$19.6K - $21.9K
|
410
$20.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-623- 12.43% |
$29.8K - $33.3K
|
4.39K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.57KNew |
$267K - $297K
|
5.57K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1- 0.07% |
$47.9 - $53.4
|
1.35K
$68.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.27KNew |
$330K - $375K
|
7.27K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
5.78KNew |
$262K - $298K
|
5.78K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.28K+ 14.19% |
$240K - $273K
|
42.5K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
4.08KNew |
$185K - $210K
|
4.08K
$207K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
92New |
$4.18K - $4.75K
|
92
$4.67K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.52% |
$45.4 - $51.6
|
192
$9.74K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.01% |
$45.4 - $51.6
|
8.31K
$421K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.06% |
$45.4 - $51.6
|
1.73K
$87.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.1KNew |
$186K - $212K
|
4.1K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-365- 1.68% |
$16.6K - $18.8K
|
21.3K
$1.08M
|
|