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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
392+ 6.04% |
$17.8K - $20.2K
|
6.88K
$349K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-3K- 5.94% |
$136K - $155K
|
47.5K
$2.41M
|
|
| Q2 2024 | |||||||
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.78KNew |
$223K - $242K
|
4.78K
$242K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.51KNew |
$351K - $380K
|
7.51K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
600New |
$28.1K - $30.3K
|
600
$30.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-24- 0.5% |
$1.12K - $1.21K
|
4.76K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.4KNew |
$206K - $222K
|
4.4K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-197- 49.25% |
$9.21K - $9.96K
|
203
$10.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
462New |
$21.6K - $23.4K
|
462
$23.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.61KNew |
$215K - $233K
|
4.61K
$234K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
290New |
$11.6K - $14.7K
|
290
$14.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.75KNew |
$271K - $342K
|
6.75K
$343K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.99KNew |
$160K - $202K
|
3.99K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
142New |
$5.7K - $7.2K
|
142
$7.2K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.24KNew |
$170K - $215K
|
4.24K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50New |
$2.01K - $2.54K
|
50
$2.54K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.28KNew |
$172K - $217K
|
4.28K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
262+ 34.25% |
$10.5K - $13.3K
|
1.03K
$52.1K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5New |
$201 - $254
|
5
$254
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.66KNew |
$187K - $236K
|
4.66K
$236K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.83KNew |
$73.3K - $92.5K
|
1.83K
$92.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.83KNew |
$194K - $245K
|
4.83K
$245K
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
4.25KNew |
$171K - $215K
|
4.25K
$216K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
540New |
$21.7K - $27.4K
|
540
$27.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
750New |
$30.1K - $38K
|
750
$38K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.99KNew |
$160K - $202K
|
3.99K
$202K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-2.8KClosed |
$103K - $117K
|
0
$0
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
107New |
$3.95K - $4.48K
|
107
$5.43K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
325New |
$12K - $13.6K
|
325
$16.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
158New |
$5.83K - $6.61K
|
158
$8.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
15+ 0.29% |
$553 - $628
|
5.16K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$36.9K - $41.9K
|
1K
$50.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-160- 10.92% |
$5.9K - $6.7K
|
1.31K
$66.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
895New |
$33K - $37.5K
|
895
$45.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 5.0% |
$36.9 - $41.9
|
21
$1.07K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
1.57K+ 224.0% |
$57.8K - $65.6K
|
2.27K
$115K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.91K- 10.43% |
$218K - $247K
|
50.7K
$2.57M
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 400.0% |
$38.8K - $200K
|
1.25K
$63.4K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.22K+ 400.0% |
$47.3K - $244K
|
1.53K
$77.3K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.85KNew |
$188K - $970K
|
4.85K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
216+ 400.0% |
$8.37K - $43.2K
|
270
$13.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
16.8K+ 400.0% |
$651K - $3.36M
|
21K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
3.71K+ 400.0% |
$144K - $742K
|
4.64K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 556.03% |
$445K - $2.3M
|
13.5K
$687K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-126Closed |
$4.88K - $25.2K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4.38K+ 400.09% |
$170K - $876K
|
5.47K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.67K+ 400.0% |
$64.6K - $334K
|
2.09K
$106K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
212+ 400.0% |
$8.22K - $42.4K
|
265
$13.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 400.0% |
$775 - $4K
|
25
$1.27K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
12+ 400.0% |
$465 - $2.4K
|
15
$761
|
|