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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.35K+ 5.48% |
$32.6K - $33.2K
|
26K
$632K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.62K- 28.61% |
$63.3K - $64.5K
|
6.53K
$159K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.2K+ 7.63% |
$392K - $399K
|
228K
$5.55M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.64K+ 16.33% |
$161K - $164K
|
47.3K
$1.15M
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
15.4KNew |
$373K - $380K
|
15.4K
$375K
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
109+ 0.87% |
$2.64K - $2.68K
|
12.7K
$308K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 10.54% |
$25.9K - $26.4K
|
9.08K
$221K
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-209K- 95.87% |
$5.07M - $5.16M
|
9.03K
$220K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
387KNew |
$9.37M - $9.54M
|
387K
$9.42M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-45.7K- 10.33% |
$1.11M - $1.13M
|
397K
$9.65M
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3K- 12.66% |
$72.6K - $73.9K
|
20.7K
$503K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-10.9K- 9.65% |
$264K - $269K
|
102K
$2.48M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.2K+ 73.32% |
$294K - $300K
|
28.7K
$699K
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
8.78KNew |
$212K - $216K
|
8.78K
$213K
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.14K+ 17.5% |
$124K - $126K
|
34.5K
$838K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-541- 0.91% |
$13.1K - $13.3K
|
59.1K
$1.44M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33- 0.16% |
$798 - $813
|
20.8K
$505K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
18.7K+ 58.35% |
$452K - $460K
|
50.7K
$1.23M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
885+ 8.55% |
$21.4K - $21.8K
|
11.2K
$273K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.71K- 6.24% |
$41.5K - $42.2K
|
25.7K
$626K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
17.3K+ 45.7% |
$420K - $427K
|
55.3K
$1.34M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-52.1K- 62.77% |
$1.26M - $1.28M
|
30.9K
$752K
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.1KNew |
$26.6K - $27.1K
|
1.1K
$26.7K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
300+ 1.19% |
$7.26K - $7.39K
|
25.4K
$619K
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-250- 0.78% |
$6.05K - $6.16K
|
31.9K
$776K
|
|
Jan 31, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
802K+ 1293.89% |
$19.4M - $19.7M
|
863K
$21M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
20.6KNew |
$498K - $507K
|
20.6K
$500K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-24K- 15.34% |
$580K - $590K
|
132K
$3.21M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-8.2K- 8.96% |
$198K - $202K
|
83.3K
$2.03M
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.8K+ 4.67% |
$67.7K - $69K
|
62.8K
$1.53M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.36K+ 8.31% |
$33K - $33.6K
|
17.8K
$432K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.75K+ 6.95% |
$66.5K - $67.7K
|
42.3K
$1.03M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.63K- 25.0% |
$209K - $213K
|
25.9K
$629K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-226- 1.46% |
$5.47K - $5.57K
|
15.2K
$371K
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
413+ 0.84% |
$9.99K - $10.2K
|
49.3K
$1.2M
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-753- 2.81% |
$18.2K - $18.5K
|
26.1K
$634K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.61K+ 4.2% |
$39K - $39.7K
|
40K
$972K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
25.5K+ 20.42% |
$616K - $627K
|
150K
$3.65M
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
43+ 0.18% |
$1.04K - $1.06K
|
23.4K
$569K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
51+ 0.26% |
$1.23K - $1.26K
|
19.9K
$485K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
18.3K+ 38.41% |
$443K - $451K
|
66K
$1.6M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
12.3K+ 25.53% |
$298K - $303K
|
60.5K
$1.47M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.49K+ 1.47% |
$60.2K - $61.3K
|
171K
$4.17M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.56K+ 14.6% |
$61.9K - $63K
|
20.1K
$488K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.47K+ 3.21% |
$35.5K - $36.2K
|
47.3K
$1.15M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
214K+ 54.13% |
$5.18M - $5.28M
|
610K
$14.8M
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.69K- 6.48% |
$65K - $66.2K
|
38.8K
$942K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
15+ 0.18% |
$363 - $369
|
8.13K
$198K
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
197+ 0.92% |
$4.77K - $4.85K
|
21.7K
$528K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-47- 1.73% |
$1.14K - $1.16K
|
2.68K
$65K
|