Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (RFG)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (RFG) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
4.25KNew |
$171K - $215K
|
4.25K
$213K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
540New |
$21.7K - $27.4K
|
540
$27.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
750New |
$30.1K - $38K
|
750
$37.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.99KNew |
$160K - $202K
|
3.99K
$200K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-2.8KClosed |
$103K - $117K
|
0
$0
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
107New |
$3.95K - $4.48K
|
107
$5.37K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
325New |
$12K - $13.6K
|
325
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
15+ 0.29% |
$553 - $628
|
5.16K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
158New |
$5.83K - $6.61K
|
158
$7.93K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$36.9K - $41.9K
|
1K
$50.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-160- 10.92% |
$5.9K - $6.7K
|
1.31K
$65.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
895New |
$33K - $37.5K
|
895
$44.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
1.57K+ 224.0% |
$57.8K - $65.6K
|
2.27K
$114K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 5.0% |
$36.9 - $41.9
|
21
$1.05K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.91K- 10.43% |
$218K - $247K
|
50.7K
$2.55M
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 400.0% |
$38.8K - $200K
|
1.25K
$62.8K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.22K+ 400.0% |
$47.3K - $244K
|
1.53K
$76.6K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.85KNew |
$188K - $970K
|
4.85K
$244K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
18.3K+ 400.0% |
$709K - $3.66M
|
22.9K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.97KNew |
$270K - $1.39M
|
6.97K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
16.8K+ 400.0% |
$651K - $3.36M
|
21K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
216+ 400.0% |
$8.37K - $43.2K
|
270
$13.6K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.67K+ 400.0% |
$64.6K - $334K
|
2.09K
$105K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4.38K+ 400.09% |
$170K - $876K
|
5.47K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-126Closed |
$4.88K - $25.2K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 556.03% |
$445K - $2.3M
|
13.5K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
3.71K+ 400.0% |
$144K - $742K
|
4.64K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.28K+ 400.0% |
$205K - $1.06M
|
6.61K
$332K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
212+ 400.0% |
$8.22K - $42.4K
|
265
$13.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 400.0% |
$775 - $4K
|
25
$1.26K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
12+ 400.0% |
$465 - $2.4K
|
15
$753
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.22K+ 400.0% |
$47.3K - $244K
|
1.53K
$76.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.62K+ 400.0% |
$179K - $925K
|
5.78K
$290K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5KNew |
$96.9K - $500K
|
2.5K
$126K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.39K+ 400.0% |
$170K - $878K
|
5.49K
$275K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-219- 99.55% |
$8.49K - $43.8K
|
1
$50.2
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$38.8 - $200
|
1
$50.2
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.98K+ 400.0% |
$271K - $1.4M
|
8.73K
$438K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.14K+ 400.0% |
$83.1K - $429K
|
2.68K
$135K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
260New |
$10.1K - $52K
|
260
$13.1K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2K+ 400.0% |
$77.5K - $400K
|
2.5K
$126K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
25+ 0.62% |
$4.41K - $4.88K
|
4.05K
$204K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.86KNew |
$682K - $754K
|
3.86K
$194K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-100- 84.75% |
$17.2K - $19.2K
|
18
$904
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-10.8KClosed |
$1.87M - $2.08M
|
0
$0
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
46+ 4.17% |
$1.56K - $8.97K
|
1.15K
$57.7K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
27New |
$919 - $5.26K
|
27
$1.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
77New |
$2.62K - $15K
|
77
$3.87K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
869+ 1931.11% |
$29.6K - $169K
|
914
$45.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
100New |
$3.4K - $19.5K
|
100
$5.02K
|
|