Latest Institutional Purchases of Invesco Vrdo Tax Free ETF (PVI)
This list provides information on the latest institutional transactions involving Invesco Vrdo Tax Free ETF (PVI) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
17K+ 109.23% |
$420K - $423K
|
32.5K
$806K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
8.6KNew |
$213K - $214K
|
8.6K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.72K+ 5.55% |
$142K - $143K
|
109K
$2.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 12.82% |
$31.7K - $31.8K
|
11.3K
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
86+ 0.21% |
$2.13K - $2.14K
|
41.8K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
28.7KNew |
$711K - $715K
|
28.7K
$713K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.6KNew |
$261K - $263K
|
10.6K
$262K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.13K+ 13.12% |
$201K - $202K
|
70.1K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.3K+ 50.17% |
$56.9K - $57.1K
|
6.88K
$171K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.03K+ 24.36% |
$50.2K - $50.5K
|
10.4K
$257K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
497New |
$12.3K - $12.4K
|
497
$12.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
356+ 0.91% |
$8.81K - $8.85K
|
39.6K
$983K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
242+ 0.09% |
$5.99K - $6.02K
|
258K
$6.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
100New |
$2.48K - $2.49K
|
100
$2.48K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.73% |
$74.3 - $74.6
|
414
$10.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$310K - $311K
|
12.5K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.35KNew |
$231K - $233K
|
9.35K
$232K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
973+ 4.83% |
$24.1K - $24.2K
|
21.1K
$523K
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.07KNew |
$224K - $226K
|
9.07K
$225K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
50+ 5.18% |
$1.24K - $1.25K
|
1.02K
$25.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46New |
$1.14K - $1.15K
|
46
$1.14K
|
|
| Q3 2023 | |||||||
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17.5KNew |
$433K - $436K
|
17.5K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
850New |
$21.1K - $21.2K
|
850
$21.1K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
254+ 2.77% |
$6.3K - $6.33K
|
9.44K
$234K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.4KNew |
$257K - $259K
|
10.4K
$257K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.25KNew |
$230K - $231K
|
9.25K
$229K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.28KNew |
$206K - $207K
|
8.28K
$205K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.33K+ 5.59% |
$58.1K - $58.3K
|
44.1K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
800New |
$19.9K - $20K
|
800
$19.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
724New |
$18K - $18.1K
|
724
$18K
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.89KNew |
$246K - $247K
|
9.89K
$245K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
221New |
$5.49K - $5.5K
|
221
$5.48K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
150New |
$3.73K - $3.73K
|
150
$3.72K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$24.8
|
|