Latest Institutional Transactions on Invesco Fd Tr Ii Emerging Mkts (PCY)
This table provides information on the latest institutional transactions involving Invesco Fd Tr Ii Emerging Mkts (PCY) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
117New |
$2.32K - $2.52K
|
117
$2.35K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.8KNew |
$274K - $298K
|
13.8K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.76KNew |
$74.4K - $80.9K
|
3.76K
$75.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.07K- 19.87% |
$21.2K - $23.1K
|
4.31K
$86.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22.5KNew |
$447K - $486K
|
22.5K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
90+ 1285.71% |
$1.78K - $1.94K
|
97
$1.95K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-34- 26.56% |
$674 - $733
|
94
$1.89K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.57K- 22.01% |
$190K - $206K
|
33.9K
$680K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10.1KNew |
$200K - $217K
|
10.1K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.57K+ 7.13% |
$130K - $142K
|
98.7K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
175+ 4.55% |
$3.47K - $3.77K
|
4.03K
$80.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
254+ 1.5% |
$5.03K - $5.47K
|
17.2K
$346K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-16.9K- 16.32% |
$335K - $365K
|
86.8K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
36.2K+ 116.58% |
$718K - $781K
|
67.3K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.25KNew |
$64.4K - $70K
|
3.25K
$65.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48+ 36.36% |
$951 - $1.03K
|
180
$3.61K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.05K- 3.89% |
$20.8K - $22.6K
|
25.9K
$520K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-10.6K- 36.68% |
$210K - $228K
|
18.3K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.87K- 13.04% |
$156K - $170K
|
52.5K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
245+ 1.48% |
$4.86K - $5.28K
|
16.8K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
13.9KNew |
$276K - $300K
|
13.9K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-11.5K- 10.77% |
$227K - $247K
|
95K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-646- 1.78% |
$12.8K - $13.9K
|
35.7K
$717K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
10.9KNew |
$216K - $235K
|
10.9K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.05K+ 7.92% |
$120K - $130K
|
82.5K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
128+ 1.42% |
$2.54K - $2.76K
|
9.17K
$184K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-4.14K- 25.82% |
$82.1K - $89.3K
|
11.9K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
10.3KNew |
$205K - $223K
|
10.3K
$208K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.2K- 1.79% |
$302K - $328K
|
837K
$16.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
17New |
$337 - $366
|
17
$341
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.04K- 0.75% |
$20.6K - $22.4K
|
137K
$2.76M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-61- 0.05% |
$1.21K - $1.32K
|
121K
$2.44M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-548- 3.26% |
$10.9K - $11.9K
|
16.3K
$327K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
44KNew |
$874K - $951K
|
44K
$882K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
155+ 77.5% |
$3.08K - $3.35K
|
355
$7.12K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
33.3KNew |
$661K - $719K
|
33.3K
$668K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.18K- 12.87% |
$143K - $155K
|
48.6K
$976K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.15% |
$19.9 - $21.6
|
655
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.53K+ 379.21% |
$30.5K - $33.1K
|
1.94K
$38.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.01K- 1.32% |
$20.1K - $21.9K
|
75.7K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-830- 12.33% |
$16.5K - $18K
|
5.9K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-486- 3.76% |
$9.66K - $10.5K
|
12.4K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-680- 3.15% |
$13.5K - $14.7K
|
20.9K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
94+ 0.77% |
$1.87K - $2.03K
|
12.3K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.02K- 81.6% |
$60.1K - $65.3K
|
681
$13.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.39K+ 23.13% |
$47.5K - $51.7K
|
12.7K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 84.84% |
$209K - $227K
|
22.9K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.81K- 17.5% |
$95.7K - $104K
|
22.7K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
17.3KNew |
$344K - $374K
|
17.3K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-77.3K- 2.27% |
$1.54M - $1.67M
|
3.33M
$66.8M
|
|