Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PGF)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PGF) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
9.32KNew |
$122K - $138K
|
9.32K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.63K+ 23.69% |
$87.1K - $98K
|
34.6K
$495K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.03KNew |
$26.6K - $30K
|
2.03K
$29K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.19KNew |
$15.6K - $17.6K
|
1.19K
$17K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.07KNew |
$14.1K - $15.9K
|
1.07K
$15.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1KNew |
$13.1K - $14.8K
|
1K
$14.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$2.63K - $2.96K
|
200
$2.86K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62+ 0.56% |
$815 - $917
|
11.2K
$160K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
49.6K+ 8.56% |
$691K - $721K
|
629K
$8.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
28.6KNew |
$398K - $416K
|
28.6K
$409K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.2KNew |
$379K - $395K
|
27.2K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13.7K+ 10.14% |
$191K - $199K
|
149K
$2.13M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.76KNew |
$24.6K - $25.6K
|
1.76K
$25.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.53KNew |
$21.4K - $22.3K
|
1.53K
$21.9K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.49KNew |
$20.8K - $21.7K
|
1.49K
$21.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
423+ 2.74% |
$5.9K - $6.15K
|
15.9K
$227K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
335New |
$4.67K - $4.87K
|
335
$4.79K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
230New |
$3.21K - $3.34K
|
230
$3.29K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
133+ 0.98% |
$1.85K - $1.93K
|
13.7K
$195K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 26.04% |
$1.39K - $1.45K
|
484
$6.92K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.39K - $1.45K
|
100
$1.43K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
59+ 0.37% |
$822 - $858
|
16K
$229K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15New |
$209 - $218
|
15
$215
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
31.7KNew |
$434K - $474K
|
31.7K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27KNew |
$370K - $404K
|
27K
$386K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
12KNew |
$164K - $179K
|
12K
$171K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.55KNew |
$34.9K - $38.1K
|
2.55K
$36.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
800New |
$11K - $12K
|
800
$11.4K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
77.5KNew |
$1.08M - $1.26M
|
77.5K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.65KNew |
$36.9K - $43K
|
2.65K
$37.9K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
2.26K+ 11.2% |
$31.5K - $36.6K
|
22.4K
$320K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$13.9K - $16.2K
|
1K
$14.3K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
825New |
$11.5K - $13.4K
|
825
$11.8K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
206New |
$2.87K - $3.34K
|
206
$2.95K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
154KNew |
$2.17M - $2.37M
|
154K
$2.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
119K+ 165.99% |
$1.67M - $1.83M
|
190K
$2.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
64.2KNew |
$907K - $990K
|
64.2K
$918K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
63.2KNew |
$892K - $973K
|
63.2K
$903K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
48.6K+ 160.26% |
$686K - $749K
|
78.9K
$1.13M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
24.4KNew |
$345K - $376K
|
24.4K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
23.2KNew |
$327K - $357K
|
23.2K
$331K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
22.8KNew |
$322K - $352K
|
22.8K
$326K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
20.2KNew |
$286K - $312K
|
20.2K
$289K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20KNew |
$282K - $308K
|
20K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.9KNew |
$169K - $184K
|
11.9K
$171K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$150K - $163K
|
10.6K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.16KNew |
$87K - $94.9K
|
6.16K
$88.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.64K+ 4.45% |
$23.1K - $25.3K
|
38.5K
$550K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.62K+ 588.73% |
$22.9K - $24.9K
|
1.89K
$27.1K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.61K+ 15.06% |
$22.7K - $24.8K
|
12.3K
$176K
|
|