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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
3KNew |
$52.2K - $62.4K
|
3K
$65.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-203- 73.29% |
$3.53K - $4.22K
|
74
$1.61K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50New |
$871 - $1.04K
|
50
$1.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2New |
$34.8 - $41.6
|
2
$43.5
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
77+ 0.96% |
$1.34K - $1.6K
|
8.12K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.22K- 9.87% |
$21.2K - $25.4K
|
11.1K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.77K- 2.64% |
$30.9K - $36.9K
|
65.4K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
250New |
$4.35K - $5.2K
|
250
$5.44K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.94KNew |
$33.7K - $40.3K
|
1.94K
$42.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.4K- 36.75% |
$286K - $342K
|
28.3K
$615K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1New |
$17.4 - $20.8
|
1
$21.7
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-949- 2.77% |
$16.5K - $19.7K
|
33.3K
$724K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.15K+ 20.09% |
$37.4K - $44.7K
|
12.9K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
66New |
$1.15K - $1.37K
|
66
$1.43K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.3K- 30.09% |
$110K - $131K
|
14.6K
$318K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-116- 95.87% |
$2.02K - $2.41K
|
5
$109
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
117New |
$2.04K - $2.43K
|
117
$2.54K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
788+ 729.63% |
$13.7K - $16.4K
|
896
$19.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
649+ 0.21% |
$11.3K - $13.5K
|
311K
$6.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.03K- 53.39% |
$18K - $21.5K
|
901
$19.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
127New |
$2.21K - $2.64K
|
127
$2.76K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1K- 8.89% |
$17.4K - $20.8K
|
10.3K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.79KNew |
$31.2K - $37.2K
|
1.79K
$38.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
2.84KNew |
$49.4K - $59K
|
2.84K
$61.7K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-69.2K- 47.16% |
$1.2M - $1.44M
|
77.5K
$1.68M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-316- 58.52% |
$5.5K - $6.57K
|
224
$4.87K
|
|
| Q3 2023 | |||||||
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.8KClosed |
$212K - $234K
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.56KNew |
$28.2K - $31.1K
|
1.56K
$34K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
68New |
$1.23K - $1.35K
|
68
$1.48K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13New |
$235 - $259
|
13
$283
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.46K- 10.88% |
$44.4K - $48.9K
|
20.1K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
792+ 6.31% |
$14.3K - $15.8K
|
13.3K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4New |
$72.3 - $79.6
|
4
$87
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
121New |
$2.19K - $2.41K
|
121
$2.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.21KClosed |
$94.1K - $104K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 2.96% |
$1.59K - $1.75K
|
3.06K
$66.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.2KNew |
$185K - $204K
|
10.2K
$223K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
121New |
$2.19K - $2.41K
|
121
$2.63K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
28New |
$506 - $557
|
28
$609
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.14K- 16.97% |
$38.7K - $42.6K
|
10.5K
$228K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
62New |
$1.12K - $1.23K
|
62
$1.35K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.21K- 96.48% |
$21.8K - $24K
|
44
$957
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 38.97% |
$202K - $223K
|
39.9K
$867K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
200New |
$3.61K - $3.98K
|
200
$4.35K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
18New |
$325 - $358
|
18
$391
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
19.4KNew |
$350K - $386K
|
19.4K
$421K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
109New |
$1.97K - $2.17K
|
109
$2.37K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.51KNew |
$45.3K - $49.9K
|
2.51K
$54.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
348New |
$6.29K - $6.93K
|
348
$7.57K
|
|
| Q2 2023 | |||||||
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-263Closed |
$4.88K - $5.13K
|
0
$0
|
|