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 14,314 shares of PWV stock, worth $895,483. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,314

Previous 14,613 2.05%

Holding current value

$895,483

Previous $869,000 2.3%

% of portfolio

0.1%

Previous 0.11%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$52.26 - $62.14 $15,625 - $18,579	-299 Reduced 2.05%	14,314 $889,000
Q1 2025 Apr 21, 2025	BUY	$56.58 - $60.89 $113 - $121	2 Added 0.01%	14,613 $869,000
Q4 2024 Jan 23, 2025	SELL	$56.33 - $61.73 $2,591 - $2,839	-46 Reduced 0.31%	14,611 $831,000
Q3 2024 Nov 12, 2024	BUY	$54.33 - $59.01 $325 - $354	6 Added 0.04%	14,657 $854,000
Q2 2024 Jul 25, 2024	SELL	$54.01 - $56.78 $1,782 - $1,873	-33 Reduced 0.22%	14,651 $806,000
Q1 2024 Apr 30, 2024	BUY	$50.05 - $56.68 $450 - $510	9 Added 0.06%	14,684 $832,000
Q4 2023 Jan 31, 2024	BUY	$44.09 - $50.95 $44 - $50	1 Added 0.01%	14,675 $744,000
Q3 2023 Oct 13, 2023	BUY	$46.03 - $48.86 $322 - $342	7 Added 0.05%	14,674 $686,000
Q2 2023 Jul 25, 2023	BUY	$43.67 - $46.63 $742 - $792	17 Added 0.12%	14,667 $683,000
Q1 2023 Apr 20, 2023	SELL	$43.51 - $48.07 $10,268 - $11,344	-236 Reduced 1.59%	14,650 $663,000
Q4 2022 Feb 02, 2023	BUY	$42.18 - $49.21 $421 - $492	10 Added 0.07%	14,886 $700,000
Q3 2022 Oct 18, 2022	BUY	$41.65 - $47.7 $17,742 - $20,320	426 Added 2.95%	14,876 $620,000
Q2 2022 Jul 25, 2022	SELL	$42.73 - $50.01 $2,948 - $3,450	-69 Reduced 0.48%	14,450 $631,000
Q1 2022 Apr 29, 2022	SELL	$46.43 - $50.64 $510 - $557	-11 Reduced 0.08%	14,519 $710,000
Q4 2021 Jan 21, 2022	BUY	$44.89 - $48.92 $808 - $880	18 Added 0.12%	14,530 $708,000
Q3 2021 Nov 15, 2021	BUY	$42.97 - $45.96 $945 - $1,011	22 Added 0.15%	14,512 $645,000
Q2 2021 Jul 21, 2021	BUY	$42.85 - $46.04 $342 - $368	8 Added 0.06%	14,490 $643,000
Q1 2021 May 04, 2021	BUY	$38.09 - $43.0 $533 - $602	14 Added 0.1%	14,482 $618,000
Q4 2020 Feb 01, 2021	BUY	$32.7 - $38.56 $16,677 - $19,665	510 Added 3.65%	14,468 $558,000
Q3 2020 Nov 03, 2020	BUY	$32.75 - $35.61 $458 - $498	14 Added 0.1%	13,958 $475,000
Q2 2020 Jul 30, 2020	SELL	$28.67 - $37.21 $5,934 - $7,702	-207 Reduced 1.46%	13,944 $468,000
Q1 2020 Apr 29, 2020	SELL	$25.96 - $42.08 $22,974 - $37,240	-885 Reduced 5.89%	14,151 $426,000
Q4 2019 Feb 27, 2020	BUY	$36.63 - $41.64 $527,984 - $600,198	14,414 Added 2317.36%	15,036 $622,000
Q4 2019 Jan 27, 2020	SELL	$36.63 - $41.64 $527,948 - $600,157	-14,413 Reduced 95.86%	622 $622,000
Q3 2019 Oct 28, 2019	SELL	$35.64 - $39.1 $71 - $78	-2 Reduced 0.01%	15,035 $576,000
Q2 2019 Aug 02, 2019	SELL	$34.47 - $36.99 $13,719 - $14,722	-398 Reduced 2.58%	15,037 $554,000
Q4 2018 Feb 08, 2019	BUY	$30.83 - $37.53 $475,861 - $579,275	15,435 New	15,435 $504,000

Others Institutions Holding PWV

# of Institutions

173

Shares Held

12M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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