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

Institute For Wealth Management, Llc.

$766 Million
Q1 2024

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 51,876 shares of PID stock, worth $925,986. This represents 0.13% of its overall portfolio holdings.

Number of Shares

51,876

Previous 51,969 0.18%

Holding current value

$925,986

Previous $959,000 0.21%

% of portfolio

0.13%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$17.58 - $18.72 $1,634 - $1,740	-93 Reduced 0.18%	51,876 $961,000
Q4 2023 Jan 31, 2024	SELL	$15.86 - $18.53 $52,496 - $61,334	-3,310 Reduced 5.99%	51,969 $959,000
Q4 2022 Feb 02, 2023	BUY	$16.35 - $17.47 $11,657 - $12,456	713 Added 1.31%	55,279 $924,000
Q2 2022 Jul 25, 2022	SELL	$16.85 - $19.84 $1,685 - $1,984	-100 Reduced 0.18%	54,566 $934,000
Q4 2021 Jan 21, 2022	SELL	$17.38 - $18.6 $4,605 - $4,929	-265 Reduced 0.48%	54,666 $1.01 Million

Q3 2021 Nov 15, 2021	SELL	$17.08 - $18.24 $5,123 - $5,471	-300 Reduced 0.54%	54,931 $965,000
Q1 2021 May 04, 2021	SELL	$15.47 - $17.13 $1,701 - $1,884	-110 Reduced 0.2%	55,231 $921,000
Q4 2020 Feb 01, 2021	SELL	$12.62 - $15.72 $3,962 - $4,936	-314 Reduced 0.56%	55,341 $849,000
Q3 2020 Nov 03, 2020	SELL	$12.12 - $13.53 $18,579 - $20,741	-1,533 Reduced 2.68%	55,655 $706,000
Q2 2020 Jul 30, 2020	SELL	$10.94 - $13.93 $153 - $195	-14 Reduced 0.02%	57,188 $696,000
Q1 2020 Apr 29, 2020	SELL	$9.41 - $17.59 $37,141 - $69,427	-3,947 Reduced 6.45%	57,202 $649,000
Q4 2019 Feb 27, 2020	BUY	$15.52 - $17.17 $932,829 - $1.03 Million	60,105 Added 5757.18%	61,149 $1.04 Million
Q4 2019 Jan 27, 2020	SELL	$15.52 - $17.17 $940,170 - $1.04 Million	-60,578 Reduced 98.31%	1,044 $1.04 Million
Q3 2019 Oct 28, 2019	SELL	$15.21 - $16.54 $7,605 - $8,270	-500 Reduced 0.8%	61,622 $988,000
Q2 2019 Aug 02, 2019	SELL	$15.81 - $16.8 $13,628 - $14,481	-862 Reduced 1.37%	62,122 $1.02 Million
Q1 2019 May 15, 2019	SELL	$14.13 - $16.2 $19,457 - $22,307	-1,377 Reduced 2.14%	62,984 $1 Million
Q4 2018 Feb 08, 2019	BUY	$13.74 - $15.89 $884,320 - $1.02 Million	64,361 New	64,361 $909,000

Others Institutions Holding PID

# of Institutions

168

Shares Held

22.6M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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