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

Institute For Wealth Management, Llc.

$874 Million
Q2 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 12,769 shares of PJP stock, worth $1.04 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

12,769

Previous 12,868 0.77%

Holding current value

$1.04 Million

Previous $1.11 Million 8.53%

% of portfolio

0.12%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$74.59 - $84.45 $7,384 - $8,360	-99 Reduced 0.77%	12,769 $1.02 Million
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

112

Shares Held

743K

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PJP
Sector ETFs
Industry ETFs

More about PJP

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