Latest Institutional Transactions on T Rowe Price Exchange Traded F (TDVG)
This table provides information on the latest institutional transactions involving T Rowe Price Exchange Traded F (TDVG) 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 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-185- 2.09% |
$7.26K - $7.79K
|
8.67K
$367K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.9K+ 36.52% |
$114K - $122K
|
10.9K
$460K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-594- 5.38% |
$23.3K - $25K
|
10.4K
$442K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11+ 0.01% |
$432 - $463
|
143K
$6.07M
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-7.22K- 3.3% |
$283K - $304K
|
211K
$8.96M
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3.92K+ 81.64% |
$154K - $165K
|
8.72K
$369K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
750+ 9.49% |
$29.4K - $31.6K
|
8.65K
$367K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.7K+ 3.61% |
$184K - $198K
|
135K
$5.72M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-32- 9.5% |
$1.26K - $1.35K
|
305
$12.9K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.48K- 3.99% |
$176K - $189K
|
108K
$4.56M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
672+ 6.37% |
$26.4K - $28.3K
|
11.2K
$476K
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.76K- 2.28% |
$68.8K - $73.9K
|
75.3K
$3.19M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-200K- 96.38% |
$7.84M - $8.42M
|
7.51K
$318K
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6.29K+ 6.7% |
$247K - $265K
|
100K
$4.24M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.17K+ 10.91% |
$46.1K - $49.5K
|
11.9K
$506K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-22.2K- 88.46% |
$871K - $935K
|
2.9K
$123K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-70.6K- 57.48% |
$2.77M - $2.97M
|
52.2K
$2.21M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
72.2KNew |
$2.83M - $3.04M
|
72.2K
$3.06M
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
957+ 5.06% |
$37.5K - $40.3K
|
19.9K
$841K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.03K+ 13.54% |
$276K - $296K
|
58.9K
$2.5M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
412+ 0.16% |
$16.2K - $17.4K
|
261K
$11.1M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.85K+ 49.11% |
$112K - $120K
|
8.65K
$367K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 6.22% |
$40K - $42.9K
|
15.4K
$651K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.6K- 3.89% |
$415K - $446K
|
262K
$11.1M
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.97K- 11.31% |
$77.3K - $83K
|
15.5K
$655K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
640New |
$25.1K - $27K
|
640
$27.1K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25+ 2.89% |
$981 - $1.05K
|
890
$37.7K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-183- 3.34% |
$7.18K - $7.71K
|
5.29K
$224K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.83K- 2.46% |
$346K - $372K
|
350K
$14.8M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-999- 2.73% |
$39.2K - $42.1K
|
35.6K
$1.51M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 58.85% |
$736K - $791K
|
50.7K
$2.15M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.96K+ 3.71% |
$273K - $293K
|
195K
$8.26M
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.02K+ 42.67% |
$158K - $169K
|
13.4K
$569K
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7.1K+ 2.26% |
$279K - $299K
|
322K
$13.6M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
36+ 0.14% |
$1.41K - $1.52K
|
26.4K
$1.12M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.27K+ 24.69% |
$49.6K - $53.3K
|
6.39K
$271K
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-30- 0.14% |
$1.18K - $1.26K
|
21.2K
$900K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-590- 7.95% |
$23.1K - $24.9K
|
6.84K
$290K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.11K+ 113.64% |
$360K - $382K
|
17.1K
$725K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-49- 9.72% |
$1.94K - $2.05K
|
455
$19.3K
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
14.5KNew |
$574K - $609K
|
14.5K
$616K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.91KNew |
$233K - $248K
|
5.91K
$250K
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
400K+ 35.56% |
$15.8M - $16.8M
|
1.53M
$64.6M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
27New |
$1.07K - $1.13K
|
27
$1.14K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.89KNew |
$272K - $289K
|
6.89K
$292K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.2K+ 2337.95% |
$560K - $594K
|
14.8K
$626K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.47K- 21.11% |
$97.6K - $104K
|
9.24K
$391K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20.5KNew |
$808K - $858K
|
20.5K
$867K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
277+ 4.14% |
$10.9K - $11.6K
|
6.97K
$295K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.7KNew |
$740K - $785K
|
18.7K
$793K
|