Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (RPV)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (RPV) 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.4KNew |
$313K - $342K
|
4.4K
$404K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
3.78KNew |
$269K - $294K
|
3.78K
$347K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-35- 1.3% |
$2.49K - $2.72K
|
2.65K
$244K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-11.2K- 66.82% |
$800K - $873K
|
5.58K
$512K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-207K- 87.16% |
$14.8M - $16.1M
|
30.6K
$2.81M
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-5.57K- 95.3% |
$397K - $433K
|
275
$25.3K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.69K- 46.78% |
$191K - $209K
|
3.06K
$281K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.75KNew |
$338K - $369K
|
4.75K
$437K
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.88K- 20.53% |
$134K - $146K
|
7.29K
$670K
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.14K- 0.87% |
$81K - $88.4K
|
130K
$11.9M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.29K- 1.94% |
$163K - $178K
|
116K
$10.6M
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
6KNew |
$427K - $466K
|
6K
$551K
|
|
Q1 2023 | |||||||
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
123New |
$8.78K - $11K
|
123
$11.3K
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.25K+ 31.65% |
$89.3K - $112K
|
5.2K
$478K
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.92K+ 58.67% |
$423K - $529K
|
16K
$1.47M
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-19K- 19.52% |
$1.36M - $1.7M
|
78.3K
$7.2M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.92K+ 14.66% |
$137K - $172K
|
15K
$1.38M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.2KNew |
$229K - $286K
|
3.2K
$294K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-106- 0.85% |
$7.57K - $9.48K
|
12.3K
$1.13M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.56K- 74.02% |
$683K - $855K
|
3.36K
$309K
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
15.3KNew |
$1.09M - $1.37M
|
15.3K
$1.41M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-10.9K- 2.12% |
$779K - $975K
|
503K
$46.2M
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-3.44K- 0.63% |
$245K - $307K
|
541K
$49.7M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-241- 4.58% |
$17.2K - $21.6K
|
5.02K
$461K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
433New |
$30.9K - $38.7K
|
433
$39.8K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.74K+ 15.51% |
$338K - $423K
|
35.3K
$3.24M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.24K+ 44.7% |
$231K - $290K
|
10.5K
$964K
|
|
May 04, 2023
Q1 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-397- 12.73% |
$28.4K - $35.5K
|
2.72K
$250K
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-4.98K- 2.51% |
$355K - $445K
|
193K
$17.8M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55New |
$3.93K - $4.92K
|
55
$5.05K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
230+ 0.42% |
$16.4K - $20.6K
|
54.7K
$5.02M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.57K- 40.99% |
$255K - $319K
|
5.14K
$472K
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
1.18K+ 7.35% |
$84.3K - $106K
|
17.2K
$1.58M
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
798+ 27.22% |
$57K - $71.4K
|
3.73K
$343K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
11.9KNew |
$850K - $1.06M
|
11.9K
$1.09M
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-9.09K- 35.7% |
$649K - $813K
|
16.4K
$1.5M
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
672+ 4.76% |
$48K - $60.1K
|
14.8K
$1.36M
|
|
Q4 2022 | |||||||
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.05K- 21.31% |
$75K - $87.2K
|
3.87K
$356K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.14KClosed |
$367K - $427K
|
0
$0
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.97KNew |
$570K - $663K
|
7.97K
$733K
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
17.1KNew |
$1.22M - $1.42M
|
17.1K
$1.57M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.3KNew |
$805K - $935K
|
11.3K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.92KNew |
$137K - $159K
|
1.92K
$176K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.24M- 98.72% |
$88.8M - $103M
|
16.1K
$1.48M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
286+ 0.47% |
$20.4K - $23.8K
|
61.7K
$5.67M
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.09K- 1.8% |
$78.1K - $90.8K
|
59.6K
$5.48M
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2.34K+ 4.34% |
$167K - $194K
|
56.3K
$5.17M
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.96KNew |
$212K - $246K
|
2.96K
$272K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.7KNew |
$193K - $224K
|
2.7K
$248K
|