Latest Institutional Transactions on Invesco ETF Tr Ii Var Rate Pfd (VRP)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Var Rate Pfd (VRP) 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 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
49.4KNew |
$1.14M - $1.18M
|
49.4K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.14K- 18.24% |
$95.2K - $98.7K
|
18.6K
$444K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.31K+ 38.31% |
$145K - $150K
|
22.8K
$545K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
931+ 2.94% |
$21.4K - $22.2K
|
32.5K
$779K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.1K+ 62.52% |
$278K - $288K
|
31.4K
$752K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
34.9KNew |
$802K - $831K
|
34.9K
$836K
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-17.5K- 5.15% |
$403K - $417K
|
322K
$7.72M
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-27.7K- 61.9% |
$636K - $659K
|
17K
$408K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
180K+ 28.26% |
$4.14M - $4.28M
|
816K
$19.5M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
346K+ 13.26% |
$7.96M - $8.25M
|
2.96M
$70.8M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
141+ 0.41% |
$3.24K - $3.36K
|
34.1K
$817K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.16K+ 3.66% |
$72.7K - $75.3K
|
89.4K
$2.14M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.4KNew |
$262K - $272K
|
11.4K
$273K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.18K- 46.52% |
$188K - $195K
|
9.4K
$225K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.9K+ 13.44% |
$941K - $975K
|
346K
$8.28M
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-8.65K- 9.82% |
$199K - $206K
|
79.4K
$1.9M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-40.8K- 8.93% |
$937K - $971K
|
416K
$9.95M
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
81.2KNew |
$1.87M - $1.93M
|
81.2K
$1.94M
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.51K- 1.74% |
$34.7K - $36K
|
85.3K
$2.04M
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.07K- 2.14% |
$47.6K - $49.4K
|
94.7K
$2.27M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
32+ 0.03% |
$736 - $762
|
120K
$2.87M
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.67K- 6.69% |
$61.3K - $63.5K
|
37.2K
$890K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.04KNew |
$139K - $144K
|
6.04K
$145K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-4.3K- 3.69% |
$98.7K - $102K
|
112K
$2.69M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5K+ 53.36% |
$115K - $119K
|
14.4K
$344K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-93.9K- 5.43% |
$2.16M - $2.24M
|
1.64M
$39.2M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-775- 18.21% |
$17.8K - $18.5K
|
3.48K
$83.3K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
323K+ 44.09% |
$7.43M - $7.7M
|
1.06M
$25.3M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.4K+ 2.79% |
$55.2K - $57.2K
|
88.4K
$2.12M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
234K+ 42.1% |
$5.38M - $5.57M
|
790K
$18.9M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-589- 3.28% |
$13.5K - $14K
|
17.4K
$415K
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
84.9KNew |
$1.95M - $2.02M
|
84.9K
$2.03M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.13K- 0.58% |
$118K - $122K
|
882K
$21.1M
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-9.17K- 13.51% |
$211K - $218K
|
58.7K
$1.4M
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
34.9KNew |
$803K - $832K
|
34.9K
$836K
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13.4K+ 100.3% |
$308K - $320K
|
26.8K
$641K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.47KClosed |
$79.8K - $82.7K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.6KNew |
$289K - $299K
|
12.6K
$300K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.65K- 2.89% |
$60.9K - $63.1K
|
88.9K
$2.13M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-288- 3.0% |
$6.62K - $6.86K
|
9.33K
$223K
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.74K+ 2.04% |
$40K - $41.4K
|
87.1K
$2.08M
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-120- 0.28% |
$2.76K - $2.86K
|
43.5K
$1.04M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.83K- 12.42% |
$134K - $139K
|
41.1K
$984K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.76K+ 15.91% |
$86.4K - $89.5K
|
27.4K
$655K
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.17KNew |
$211K - $218K
|
9.17K
$220K
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.55K+ 5.45% |
$35.6K - $36.9K
|
30K
$719K
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
7.36K+ 6.35% |
$169K - $175K
|
123K
$2.95M
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
56.6K+ 187.6% |
$1.3M - $1.35M
|
86.7K
$2.08M
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-755- 6.17% |
$17.4K - $18K
|
11.5K
$275K
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
8.78K+ 11.24% |
$202K - $209K
|
86.9K
$2.08M
|