Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (CVY)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (CVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
7.67KNew |
$188K - $203K
|
7.67K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.25K+ 8.28% |
$30.7K - $33K
|
16.3K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.7K+ 33.06% |
$755K - $813K
|
124K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.15K- 23.48% |
$28.3K - $30.5K
|
3.76K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
820+ 4.36% |
$20.1K - $21.7K
|
19.6K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.54K- 19.85% |
$161K - $173K
|
26.4K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28- 28.57% |
$688 - $741
|
70
$1.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-739- 0.67% |
$18.2K - $19.6K
|
110K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
246New |
$6.04K - $6.51K
|
246
$6.65K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-501- 0.86% |
$12.3K - $13.3K
|
58K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.66K+ 4.91% |
$65.2K - $70.3K
|
56.8K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.14K+ 7.73% |
$28K - $30.1K
|
15.9K
$429K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.18K+ 1.72% |
$29.1K - $31.3K
|
69.8K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
29+ 0.93% |
$713 - $767
|
3.16K
$85.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-930- 1.02% |
$22.9K - $24.6K
|
90.6K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
817+ 4.93% |
$20.1K - $21.6K
|
17.4K
$470K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.99% |
$98.3 - $106
|
410
$11.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-81- 0.51% |
$1.98K - $2.1K
|
15.7K
$424K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.3KNew |
$276K - $292K
|
11.3K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
683New |
$16.7K - $17.7K
|
683
$18.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
600New |
$14.7K - $15.6K
|
600
$16.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
10New |
$245 - $259
|
10
$270
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42New |
$1.03K - $1.09K
|
42
$1.13K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 37.71% |
$6.12K - $6.48K
|
413
$11.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-611- 4.26% |
$15K - $15.8K
|
13.7K
$371K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.37KNew |
$33.6K - $35.6K
|
1.37K
$37.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-500- 33.99% |
$11.5K - $12.9K
|
971
$26.2K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-361- 24.18% |
$7.59K - $8.65K
|
1.13K
$30.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.58KNew |
$201K - $230K
|
9.58K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
79.8KNew |
$1.68M - $1.91M
|
79.8K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 7.58% |
$526 - $599
|
305
$8.24K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-255- 23.9% |
$5.36K - $6.11K
|
812
$21.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$268K - $306K
|
12.8K
$345K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1KNew |
$21K - $24K
|
1K
$27K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-10.2K- 48.05% |
$216K - $235K
|
11.1K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
323New |
$6.82K - $7.41K
|
323
$8.73K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.8K- 41.28% |
$250K - $272K
|
16.9K
$455K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
235New |
$4.96K - $5.39K
|
235
$6.35K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.75K- 8.06% |
$37K - $40.1K
|
20K
$540K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
18New |
$380 - $413
|
18
$486
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.35K- 12.37% |
$27.5K - $29.3K
|
9.56K
$258K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-245- 44.95% |
$4.99K - $5.32K
|
300
$8.11K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$4.01K - $4.67K
|
200
$5.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2New |
$40.1 - $46.7
|
2
$54
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
106New |
$2.13K - $2.48K
|
106
$2.86K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.66K- 74.75% |
$53.3K - $62K
|
897
$24.2K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.6KClosed |
$254K - $287K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-7.45K- 25.01% |
$150K - $170K
|
22.3K
$604K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.04KNew |
$20.9K - $23.7K
|
1.04K
$28.1K
|
|