Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
248K+ 7.67% |
$10.9M - $12.6M
|
3.48M
$210M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
52.3KNew |
$2.31M - $2.67M
|
52.3K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
37.3K+ 54.02% |
$1.64M - $1.9M
|
106K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.5K+ 243.33% |
$1.43M - $1.66M
|
45.9K
$2.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
27.7KNew |
$1.22M - $1.41M
|
27.7K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.7K+ 2.28% |
$914K - $1.06M
|
930K
$56.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.2K+ 314.52% |
$714K - $825K
|
21.3K
$1.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.8K+ 42.81% |
$698K - $807K
|
52.8K
$3.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.3K+ 8.75% |
$629K - $727K
|
177K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7K+ 12.98% |
$604K - $698K
|
119K
$7.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.5K+ 9.75% |
$509K - $588K
|
130K
$7.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.06KNew |
$355K - $411K
|
8.06K
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.35K+ 28.15% |
$324K - $374K
|
33.5K
$2.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6.61KNew |
$291K - $337K
|
6.61K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.58K+ 25.01% |
$246K - $284K
|
27.9K
$1.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.24KNew |
$231K - $267K
|
5.24K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.21K+ 22.2% |
$230K - $265K
|
28.7K
$1.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.01K+ 13.81% |
$221K - $255K
|
41.3K
$2.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.58KNew |
$202K - $234K
|
4.58K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.57K+ 36.41% |
$201K - $233K
|
17.1K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.91K+ 193.32% |
$172K - $199K
|
5.93K
$358K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
3.16KNew |
$139K - $161K
|
3.16K
$191K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2KNew |
$88.2K - $102K
|
2K
$121K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.83KNew |
$80.5K - $93K
|
1.83K
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.51K+ 10.71% |
$66.4K - $76.7K
|
15.6K
$940K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 8.79% |
$50.4K - $58.2K
|
14.1K
$853K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
824+ 8.55% |
$36.3K - $42K
|
10.5K
$632K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
790+ 0.87% |
$34.8K - $40.3K
|
91.3K
$5.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
661New |
$29.1K - $33.7K
|
661
$39.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
505New |
$22.3K - $25.7K
|
505
$30.5K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
491+ 2.02% |
$21.6K - $25K
|
24.8K
$1.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
325+ 5.48% |
$14.3K - $16.6K
|
6.26K
$378K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
268+ 0.54% |
$11.8K - $13.7K
|
49.9K
$3.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
229New |
$10.1K - $11.7K
|
229
$13.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
146+ 0.2% |
$6.44K - $7.44K
|
73.2K
$4.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
57+ 0.58% |
$2.51K - $2.9K
|
9.89K
$597K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40+ 0.57% |
$1.76K - $2.04K
|
7.03K
$424K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
23+ 0.3% |
$1.01K - $1.17K
|
7.78K
$470K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.01% |
$132 - $153
|
31.6K
$1.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2+ 0.78% |
$88.2 - $102
|
260
$15.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.66% |
$44.1 - $51
|
153
$9.24K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.01% |
$44.1 - $51
|
14.7K
$886K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$44.1 - $51
|
11.3K
$685K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-5- 0.47% |
$220 - $255
|
1.07K
$64.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-20- 0.44% |
$882 - $1.02K
|
4.56K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41- 0.03% |
$1.81K - $2.09K
|
147K
$8.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-51- 0.17% |
$2.25K - $2.6K
|
29.7K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-99- 1.25% |
$4.36K - $5.04K
|
7.83K
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-105- 7.5% |
$4.63K - $5.35K
|
1.3K
$78.2K
|