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

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 45,193 shares of PDP stock, worth $5.5 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

45,193

Previous 45,817 1.36%

Holding current value

$5.5 Million

Previous $4.98 Million 7.24%

% of portfolio

0.57%

Previous 0.57%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$107.15 - $118.05 $66,861 - $73,663	-624 Reduced 1.36%	45,193 $5.34 Million
Q2 2025 Jul 18, 2025	SELL	$89.44 - $108.59 $69,763 - $84,700	-780 Reduced 1.67%	45,817 $4.98 Million
Q1 2025 Apr 21, 2025	SELL	$96.95 - $116.13 $484 - $580	-5 Reduced 0.01%	46,597 $4.66 Million
Q4 2024 Jan 23, 2025	SELL	$102.88 - $117.55 $133,538 - $152,579	-1,298 Reduced 2.71%	46,602 $5.01 Million
Q3 2024 Nov 12, 2024	SELL	$91.9 - $103.31 $4,135 - $4,648	-45 Reduced 0.09%	47,900 $4.95 Million
Q2 2024 Jul 25, 2024	SELL	$90.96 - $99.77 $19,374 - $21,251	-213 Reduced 0.44%	47,945 $4.69 Million
Q1 2024 Apr 30, 2024	SELL	$82.37 - $99.29 $19,274 - $23,233	-234 Reduced 0.48%	48,158 $4.76 Million
Q4 2023 Jan 31, 2024	SELL	$72.95 - $86.19 $229,063 - $270,636	-3,140 Reduced 6.09%	48,392 $4.14 Million
Q3 2023 Oct 13, 2023	SELL	$76.1 - $82.63 $26,863 - $29,168	-353 Reduced 0.68%	51,532 $3.97 Million
Q2 2023 Jul 25, 2023	SELL	$73.46 - $81.03 $54,507 - $60,124	-742 Reduced 1.41%	51,885 $4.2 Million
Q1 2023 Apr 20, 2023	SELL	$70.27 - $77.48 $40,897 - $45,093	-582 Reduced 1.09%	52,627 $4 Million
Q4 2022 Feb 02, 2023	SELL	$67.78 - $77.01 $50,021 - $56,833	-738 Reduced 1.37%	53,209 $3.78 Million
Q3 2022 Oct 18, 2022	SELL	$66.63 - $78.22 $12,859 - $15,096	-193 Reduced 0.36%	53,947 $3.65 Million
Q2 2022 Jul 25, 2022	SELL	$67.01 - $82.22 $16,886 - $20,719	-252 Reduced 0.46%	54,140 $3.69 Million
Q1 2022 Apr 29, 2022	SELL	$74.08 - $93.14 $27,705 - $34,834	-374 Reduced 0.68%	54,392 $4.41 Million
Q4 2021 Jan 21, 2022	SELL	$87.79 - $100.94 $42,490 - $48,854	-484 Reduced 0.88%	54,766 $5.18 Million
Q3 2021 Nov 15, 2021	SELL	$86.96 - $95.19 $521 - $571	-6 Reduced 0.01%	55,250 $4.94 Million
Q1 2021 May 04, 2021	SELL	$80.67 - $93.22 $54,855 - $63,389	-680 Reduced 1.22%	55,256 $4.7 Million
Q4 2020 Feb 01, 2021	SELL	$75.42 - $88.47 $125,951 - $147,744	-1,670 Reduced 2.9%	55,936 $4.91 Million
Q3 2020 Nov 03, 2020	BUY	$68.06 - $80.01 $2,790 - $3,280	41 Added 0.07%	57,606 $4.4 Million
Q2 2020 Jul 30, 2020	BUY	$51.63 - $67.69 $1,032 - $1,353	20 Added 0.03%	57,565 $3.88 Million
Q1 2020 Apr 29, 2020	SELL	$45.89 - $70.38 $108,713 - $166,730	-2,369 Reduced 3.95%	57,545 $3.11 Million
Q4 2019 Feb 27, 2020	BUY	$59.31 - $64.55 $3.32 Million - $3.62 Million	56,058 Added 1453.79%	59,914 $3.86 Million
Q4 2019 Jan 27, 2020	SELL	$59.31 - $64.55 $3.32 Million - $3.61 Million	-55,985 Reduced 93.56%	3,856 $3.86 Million
Q3 2019 Oct 28, 2019	SELL	$60.34 - $61.87 $6,034 - $6,187	-100 Reduced 0.17%	59,841 $3.64 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-4,504 Reduced 6.99%	59,941 $3.62 Million
Q1 2019 May 15, 2019	SELL	N/A	-1,353 Reduced 2.06%	64,445 $3.65 Million
Q4 2018 Feb 08, 2019	BUY	N/A	65,798 New	65,798 $3.19 Million

Others Institutions Holding PDP

# of Institutions

221

Shares Held

7.52M

Call Options Held

6.3K

Put Options Held

14.3K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PDP
Sector ETFs
Industry ETFs

More about PDP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

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