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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-100- 3.05% |
$21.7K - $24.6K
|
3.18K
$161K
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-106Closed |
$23K - $26.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-280- 72.54% |
$60.3K - $64.8K
|
106
$5.38K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-539Closed |
$116K - $125K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-32Closed |
$6.89K - $7.41K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.06KClosed |
$444K - $477K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.22KClosed |
$1.1M - $1.23M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-114Closed |
$24K - $26.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-22Closed |
$4.64K - $5.17K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.04KClosed |
$430K - $479K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-109Closed |
$23K - $25.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.6KClosed |
$521K - $605K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-8Closed |
$1.6K - $1.86K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-15Closed |
$3K - $3.49K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-674Closed |
$135K - $157K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.26KClosed |
$215K - $260K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-217Closed |
$37K - $44.7K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
SELL
|
- |
-33- 42.31% |
$5.63K - $6.8K
|
45
$2.28K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
25New |
$4.27K - $5.15K
|
25
$1.27K
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Bank
|
SELL
|
- |
-129Closed |
$22K - $26.6K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-129Closed |
$22K - $26.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 18, 2022
Q3 2020
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.96KClosed |
$289K - $337K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-43Closed |
$6.33K - $7.39K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-250Closed |
$36.8K - $43K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-280Closed |
$41.2K - $48.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-200Closed |
$20.7K - $31.3K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-80Closed |
$8.29K - $12.5K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-463Closed |
$48K - $72.5K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-120Closed |
$12.4K - $18.8K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Corbenic Partners LLC
|
SELL
|
- |
-21Closed |
$2.18K - $3.29K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9+ 9.68% |
$859 - $1.44K
|
102
$5.17K
|
|
|
May 15, 2020
Q1 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
495New |
$47.2K - $79.3K
|
495
$25.1K
|
|
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-2.44KClosed |
$233K - $392K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-2.54KClosed |
$242K - $406K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.13KClosed |
$299K - $502K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-589Closed |
$56.2K - $94.4K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-275Closed |
$26.2K - $44.1K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.06KClosed |
$196K - $330K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35Closed |
$3.34K - $5.61K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.37KClosed |
$130K - $219K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Busey Wealth Management
|
SELL
|
- |
-381Closed |
$36.4K - $61.1K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Well Done, LLC
|
SELL
|
- |
-1.94KClosed |
$185K - $310K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.7KClosed |
$258K - $433K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
205New |
$19.6K - $32.9K
|
205
$10.4K
|
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.09KClosed |
$199K - $335K
|
0
$0
|
|
|
Apr 01, 2020
Q1 2020
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-16.8KClosed |
$1.6M - $2.69M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 11, 2020
Q4 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.4KClosed |
$329K - $371K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.16KClosed |
$982K - $1.1M
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
52New |
$7.13K - $8.01K
|
52
$2.64K
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-202Closed |
$27.3K - $30.4K
|
0
$0
|
|