Latest Institutional Transactions on Invesco ETF Tr Ii Var Rate Pfd (VRP)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Var Rate Pfd (VRP) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
15.5KNew |
$344K - $353K
|
15.5K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
425New |
$9.42K - $9.68K
|
425
$10.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 40.0% |
$11.1K - $11.4K
|
750
$18.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
27New |
$599 - $615
|
27
$663
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.37K- 17.89% |
$52.5K - $53.9K
|
10.9K
$267K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-10.4K- 6.45% |
$229K - $236K
|
150K
$3.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.33% |
$22.2 - $22.8
|
31
$761
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
320New |
$7.09K - $7.29K
|
320
$7.86K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
10.1KNew |
$224K - $230K
|
10.1K
$248K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-454- 4.75% |
$10.1K - $10.3K
|
9.1K
$224K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
82New |
$1.82K - $1.87K
|
82
$2.01K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
181New |
$3.88K - $4.05K
|
181
$4.45K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.48KNew |
$53.1K - $55.5K
|
2.48K
$60.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-135K- 91.97% |
$2.89M - $3.02M
|
11.8K
$289K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-167- 1.39% |
$3.58K - $3.74K
|
11.9K
$291K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
600New |
$12.9K - $13.4K
|
600
$14.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
134New |
$2.87K - $3K
|
134
$3.29K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-700- 29.66% |
$15K - $15.7K
|
1.66K
$40.8K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
10.8KNew |
$231K - $242K
|
10.8K
$265K
|
|
| Q1 2023 | |||||||
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-4.13K- 8.25% |
$87K - $97.9K
|
45.9K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
570+ 5.95% |
$12K - $13.5K
|
10.2K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.27K- 2.54% |
$26.7K - $30.1K
|
48.5K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.4KNew |
$219K - $247K
|
10.4K
$255K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
12.9KNew |
$273K - $307K
|
12.9K
$318K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
147KNew |
$3.1M - $3.49M
|
147K
$3.61M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-3.64K- 12.43% |
$76.8K - $86.4K
|
25.7K
$630K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.27K+ 7.71% |
$132K - $149K
|
87.7K
$2.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$21.1K - $23.7K
|
1K
$24.6K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-668- 69.44% |
$14.1K - $15.9K
|
294
$7.22K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.46K- 45.93% |
$30.8K - $34.7K
|
1.72K
$42.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17.6K- 96.07% |
$372K - $418K
|
720
$17.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
13.5K+ 8.04% |
$284K - $320K
|
181K
$4.44M
|
|
| Q4 2022 | |||||||
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
100New |
$2.17K - $2.28K
|
100
$2.46K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
15KNew |
$325K - $341K
|
15K
$368K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-279- 3.02% |
$6.05K - $6.35K
|
8.95K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-945- 95.55% |
$20.5K - $21.5K
|
44
$1.08K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
9.12KNew |
$198K - $208K
|
9.12K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
879New |
$19.1K - $20K
|
879
$21.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
800New |
$17.3K - $18.2K
|
800
$19.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
545New |
$11.8K - $12.4K
|
545
$13.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
80.5K+ 20.44% |
$1.74M - $1.83M
|
474K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
63.3K+ 510.25% |
$1.37M - $1.44M
|
75.6K
$1.86M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-481- 2.36% |
$10.4K - $10.9K
|
19.9K
$488K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
56.7KNew |
$1.23M - $1.29M
|
56.7K
$1.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
40.2K+ 292.89% |
$871K - $914K
|
53.9K
$1.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300New |
$6.5K - $6.83K
|
300
$7.37K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-16K- 28.42% |
$347K - $364K
|
40.4K
$991K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.07K- 29.5% |
$110K - $115K
|
12.1K
$297K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
45.6KNew |
$989K - $1.04M
|
45.6K
$1.12M
|
|