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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
163New |
$3.63K - $4.22K
|
163
$4.26K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-5- 0.93% |
$111 - $129
|
534
$13.9K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
90+ 4.58% |
$2.23K - $2.38K
|
2.06K
$53.7K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 32.63% |
$4.96K - $5.29K
|
413
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.4K+ 16.6% |
$59.4K - $63.3K
|
16.8K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.28K- 3.37% |
$106K - $113K
|
123K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.81% |
$24.8 - $26.5
|
125
$3.27K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
30+ 0.19% |
$744 - $794
|
15.7K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.9K+ 178.45% |
$641K - $684K
|
40.3K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
664+ 2.03% |
$16.5K - $17.6K
|
33.4K
$872K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-133- 16.38% |
$3.3K - $3.52K
|
679
$17.7K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.12K- 8.36% |
$52.6K - $56K
|
23.2K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.74K- 56.11% |
$67.8K - $72.3K
|
2.14K
$55.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-439- 0.48% |
$10.9K - $11.6K
|
90.2K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.72K- 17.25% |
$67.4K - $71.9K
|
13K
$341K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
641+ 1.05% |
$15.9K - $17K
|
61.8K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
663New |
$16.4K - $17.5K
|
663
$17.3K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-352- 3.22% |
$8.73K - $9.31K
|
10.6K
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.76K- 2.51% |
$68.5K - $73.1K
|
107K
$2.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.96K+ 9.3% |
$173K - $184K
|
81.8K
$2.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.72% |
$74.4 - $79.4
|
417
$10.9K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.63KNew |
$40.3K - $44.2K
|
1.63K
$42.4K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.38K+ 53.23% |
$183K - $201K
|
21.2K
$555K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
85New |
$2.11K - $2.31K
|
85
$2.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.2KNew |
$29.8K - $32.7K
|
1.2K
$31.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
377New |
$9.35K - $10.3K
|
377
$9.85K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8.51K+ 14.66% |
$211K - $232K
|
66.5K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
29+ 0.92% |
$719 - $789
|
3.19K
$83.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
7.67KNew |
$188K - $203K
|
7.67K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28- 28.57% |
$688 - $741
|
70
$1.83K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
817+ 4.93% |
$20.1K - $21.6K
|
17.4K
$454K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.3KNew |
$276K - $292K
|
11.3K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
683New |
$16.7K - $17.7K
|
683
$17.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
600New |
$14.7K - $15.6K
|
600
$15.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
10New |
$245 - $259
|
10
$261
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42New |
$1.03K - $1.09K
|
42
$1.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-611- 4.26% |
$15K - $15.8K
|
13.7K
$358K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.37KNew |
$33.6K - $35.6K
|
1.37K
$35.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-500- 33.99% |
$11.5K - $12.9K
|
971
$25.4K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-361- 24.18% |
$7.59K - $8.65K
|
1.13K
$29.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
79.8KNew |
$1.68M - $1.91M
|
79.8K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.58KNew |
$201K - $230K
|
9.58K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 7.58% |
$526 - $599
|
305
$7.97K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$268K - $306K
|
12.8K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1KNew |
$21K - $24K
|
1K
$26.1K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-10.2K- 48.05% |
$216K - $235K
|
11.1K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
323New |
$6.82K - $7.41K
|
323
$8.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
235New |
$4.96K - $5.39K
|
235
$6.14K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.75K- 8.06% |
$37K - $40.1K
|
20K
$522K
|
|