Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Institute For Wealth Management, Llc.

$766 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 03, 2020	SELL	$15.78 - $17.87 $222,797 - $252,306	-14,119 Closed	0 $0
Q2 2020 Jul 30, 2020	SELL	$12.86 - $18.93 $65,110 - $95,842	-5,063 Reduced 26.39%	14,119 $232,000
Q1 2020 Apr 29, 2020	BUY	$11.48 - $23.42 $11,353 - $23,162	989 Added 5.44%	19,182 $265,000
Q4 2019 Feb 27, 2020	BUY	$21.44 - $23.51 $380,924 - $417,702	17,767 Added 4170.66%	18,193 $426,000
Q4 2019 Jan 27, 2020	SELL	$21.44 - $23.51 $358,948 - $393,604	-16,742 Reduced 97.52%	426 $426,000

Q3 2019 Oct 28, 2019	BUY	$20.62 - $22.88 $14,660 - $16,267	711 Added 4.32%	17,168 $383,000
Q2 2019 Aug 02, 2019	BUY	$20.9 - $22.3 $36,637 - $39,091	1,753 Added 11.92%	16,457 $364,000
Q1 2019 May 15, 2019	BUY	$19.36 - $22.22 $26,116 - $29,974	1,349 Added 10.1%	14,704 $318,000
Q4 2018 Feb 08, 2019	BUY	$18.31 - $22.16 $244,530 - $295,946	13,355 New	13,355 $257,000

Others Institutions Holding CVY

# of Institutions

42

Shares Held

706K

Call Options Held

0

Put Options Held

0

Hbk Sorce Advisory LLC Erie, PA

107K
Shares

$2.68 Million
0.1% of portfolio
Morgan Stanley New York, NY

93.8K
Shares

$2.34 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

91.5K
Shares

$2.28 Million
0.0% of portfolio
Mgb Wealth Management, LLC Addison, TX

59.3K
Shares

$1.48 Million
0.62% of portfolio
Cambridge Investment Research Advisors, Inc.

54.9K
Shares

$1.37 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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