Latest Institutional Transactions on Fidelity Covington Tr (FIVA)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr (FIVA) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.8K- 74.49% |
$823K - $1.03M
|
11.9K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
208New |
$4.92K - $6.15K
|
208
$6.74K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-35.2K- 52.04% |
$833K - $1.04M
|
32.4K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
232KNew |
$5.49M - $6.85M
|
232K
$7.51M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45New |
$1.06K - $1.33K
|
45
$1.46K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 117.65% |
$473 - $591
|
37
$1.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25New |
$592 - $739
|
25
$810
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
206New |
$4.87K - $6.09K
|
206
$6.67K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
18New |
$426 - $532
|
18
$583
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
46New |
$1.09K - $1.36K
|
46
$1.49K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.51KNew |
$107K - $133K
|
4.51K
$146K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
23+ 255.56% |
$544 - $680
|
32
$1.04K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 3.45% |
$23.7 - $29.6
|
30
$972
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
85New |
$2.01K - $2.51K
|
85
$2.75K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
76New |
$1.82K - $2.13K
|
76
$2.46K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.8K- 32.37% |
$115K - $135K
|
10K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.39KNew |
$105K - $123K
|
4.39K
$142K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
371New |
$8.9K - $10.4K
|
371
$12K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
14.6KNew |
$351K - $410K
|
14.6K
$474K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
97New |
$2.33K - $2.72K
|
97
$3.14K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.82KNew |
$43.9K - $48K
|
1.82K
$58.8K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.42KNew |
$228K - $249K
|
9.42K
$305K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.12K+ 112.4% |
$27.2K - $30.2K
|
2.12K
$68.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.02KNew |
$218K - $242K
|
9.02K
$292K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
15New |
$363 - $402
|
15
$486
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.65K+ 0.58% |
$88.4K - $98K
|
637K
$20.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
40New |
$968 - $1.07K
|
40
$1.3K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15- 0.44% |
$368 - $396
|
3.42K
$111K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-6.1K- 31.05% |
$145K - $155K
|
13.5K
$439K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.48KNew |
$225K - $241K
|
9.48K
$307K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.5KNew |
$59.4K - $63.7K
|
2.5K
$81K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
178New |
$3.16K - $3.84K
|
178
$5.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-69.5K- 74.08% |
$1.23M - $1.5M
|
24.3K
$788K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
999New |
$17.7K - $21.5K
|
999
$32.4K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
18.5KNew |
$325K - $390K
|
18.5K
$599K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
18.5KNew |
$325K - $390K
|
18.5K
$599K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.11K- 4.37% |
$22.3K - $26.3K
|
24.4K
$790K
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.07KClosed |
$41.5K - $49K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.3KNew |
$26K - $30.7K
|
1.3K
$42.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
804New |
$16.1K - $19K
|
804
$26K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-4Closed |
$86.9 - $102
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-202Closed |
$4.39K - $5.14K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.5K- 24.3% |
$206K - $255K
|
35.8K
$1.16M
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-25Closed |
$513 - $576
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 06, 2019
Q2 2019
|
Lincoln National Corp
|
SELL
|
- |
-36.4KClosed |
$762K - $813K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-20.6KClosed |
$397K - $470K
|
0
$0
|
|