Latest Institutional Purchases of Invesco ETF Tr Ii Var Rate Pfd (VRP)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Var Rate Pfd (VRP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
12.9KNew |
$273K - $307K
|
12.9K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.4KNew |
$219K - $247K
|
10.4K
$254K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.27K+ 7.71% |
$132K - $149K
|
87.7K
$2.14M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2K+ 14.6% |
$42.2K - $47.5K
|
15.7K
$384K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$21.1K - $23.7K
|
1K
$24.5K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
570+ 5.95% |
$12K - $13.5K
|
10.2K
$248K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
80.5K+ 20.44% |
$1.74M - $1.83M
|
474K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
63.3K+ 510.25% |
$1.37M - $1.44M
|
75.6K
$1.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
56.7KNew |
$1.23M - $1.29M
|
56.7K
$1.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
45.6KNew |
$989K - $1.04M
|
45.6K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
40.2K+ 292.89% |
$871K - $914K
|
53.9K
$1.32M
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
15KNew |
$325K - $341K
|
15K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
9.12KNew |
$198K - $208K
|
9.12K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
879New |
$19.1K - $20K
|
879
$21.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
800New |
$17.3K - $18.2K
|
800
$19.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
616New |
$13.4K - $14K
|
616
$15.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
545New |
$11.8K - $12.4K
|
545
$13.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300New |
$6.5K - $6.83K
|
300
$7.34K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
100New |
$2.17K - $2.28K
|
100
$2.45K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$2.17K - $2.28K
|
100
$2.45K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
99New |
$2.15K - $2.25K
|
99
$2.42K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
92.3KNew |
$2.02M - $2.18M
|
92.3K
$2.26M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
53.7KNew |
$1.18M - $1.27M
|
53.7K
$1.31M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.2KNew |
$355K - $384K
|
16.2K
$397K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.1KNew |
$286K - $309K
|
13.1K
$319K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.84K+ 3.35% |
$40.3K - $43.6K
|
56.9K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
600New |
$13.1K - $14.2K
|
600
$14.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
165New |
$3.61K - $3.91K
|
165
$4.03K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
131+ 17.47% |
$2.87K - $3.1K
|
881
$21.5K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
171K+ 34.4% |
$3.77M - $4.2M
|
669K
$16.4M
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
10KNew |
$220K - $245K
|
10K
$245K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.01K+ 39.26% |
$110K - $123K
|
17.8K
$434K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.22KNew |
$26.9K - $30K
|
1.22K
$29.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
615+ 976.19% |
$13.6K - $15.1K
|
678
$16.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
24+ 0.14% |
$529 - $589
|
17.1K
$419K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
2.95K+ 34.46% |
$71K - $76.3K
|
11.5K
$281K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
500New |
$12.1K - $13K
|
500
$12.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
431New |
$10.4K - $11.2K
|
431
$10.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
331New |
$7.98K - $8.58K
|
331
$8.09K
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2.66KNew |
$68.2K - $69.8K
|
2.66K
$65.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$27.7K - $28.3K
|
1.08K
$26.4K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
822New |
$21.1K - $21.6K
|
822
$20.1K
|
|
| Q3 2021 | |||||||
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$23.6K - $23.8K
|
900
$22K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
111New |
$2.91K - $2.94K
|
111
$2.71K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
58.1KNew |
$1.43M - $1.51M
|
58.1K
$1.42M
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8+ 0.48% |
$164 - $193
|
1.66K
$40.7K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
900New |
$22.8K - $23.2K
|
900
$22K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.19KNew |
$54.6K - $55.7K
|
2.19K
$53.4K
|
|
| Q2 2019 | |||||||
|
Jan 30, 2024
Q2 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.86KNew |
$218K - $221K
|
8.86K
$217K
|
|