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

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 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 12,868 shares of PJP stock, worth $1.12 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,868
Previous 13,025 1.21%
Holding current value
$1.12 Million
Previous $1.07 Million 4.58%
% of portfolio
0.14%
Previous 0.15%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$80.08 - $89.33 $12,572 - $14,024
-157 Reduced 1.21%
12,868 $1.12 Million
Q4 2023

Jan 31, 2024
SELL
$67.88 - $76.34 $9,706 - $10,916
-143 Reduced 1.09%
13,025 $991,000
Q2 2023

Jul 25, 2023
SELL
$73.94 - $79.44 $1,996 - $2,144
-27 Reduced 0.2%
13,168 $995,000
Q1 2023

Apr 20, 2023
SELL
$73.14 - $80.63 $16,017 - $17,657
-219 Reduced 1.63%
13,195 $1 Million
Q4 2022

Feb 02, 2023
BUY
$71.87 - $81.07 $39,312 - $44,345
547 Added 4.25%
13,414 $1.05 Million
Q3 2022

Oct 18, 2022
SELL
$70.17 - $77.44 $4,771 - $5,265
-68 Reduced 0.53%
12,867 $917,000
Q2 2022

Jul 25, 2022
BUY
$69.08 - $83.54 $29,911 - $36,172
433 Added 3.46%
12,935 $970,000
Q1 2022

Apr 29, 2022
SELL
$74.31 - $80.95 $445 - $485
-6 Reduced 0.05%
12,502 $995,000
Q4 2021

Jan 21, 2022
BUY
$76.6 - $81.85 $57,909 - $61,878
756 Added 6.43%
12,508 $1.02 Million
Q3 2021

Nov 15, 2021
BUY
$77.09 - $83.17 $87,574 - $94,481
1,136 Added 10.7%
11,752 $909,000
Q2 2021

Jul 21, 2021
BUY
$77.57 - $82.08 $54,686 - $57,866
705 Added 7.11%
10,616 $854,000
Q1 2021

May 04, 2021
BUY
$71.63 - $81.69 $12,965 - $14,785
181 Added 1.86%
9,911 $782,000
Q4 2020

Feb 01, 2021
SELL
$61.87 - $71.4 $42,257 - $48,766
-683 Reduced 6.56%
9,730 $695,000
Q3 2020

Nov 03, 2020
SELL
$61.98 - $67.45 $14,379 - $15,648
-232 Reduced 2.18%
10,413 $665,000
Q1 2020

Apr 29, 2020
SELL
$48.04 - $66.49 $9,608 - $13,297
-200 Reduced 1.84%
10,645 $586,000
Q4 2019

Feb 27, 2020
BUY
$55.19 - $65.7 $559,792 - $666,395
10,143 Added 1444.87%
10,845 $702,000
Q4 2019

Jan 27, 2020
SELL
$55.19 - $65.7 $561,723 - $668,694
-10,178 Reduced 93.55%
702 $702,000
Q2 2019

Aug 02, 2019
SELL
N/A
-125 Reduced 1.14%
10,880 $655,000
Q4 2018

Feb 08, 2019
BUY
N/A
11,005 New
11,005 $686,000

Others Institutions Holding PJP

# of Institutions
106
Shares Held
785K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PJP Quotes by TradingView
  • Ticker PJP
  • Sector ETFs
  • Industry ETFs
More about PJP
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email