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, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$221K - $268K
|
11.4K
$307K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
142New |
$2.76K - $3.34K
|
142
$3.84K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
39.4KNew |
$766K - $927K
|
39.4K
$1.06M
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
25New |
$487 - $589
|
25
$676
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1KNew |
$20.4K - $24.3K
|
1K
$27K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-395- 28.4% |
$8.07K - $9.59K
|
996
$26.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1KNew |
$20.4K - $24.3K
|
1K
$27K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
900New |
$18.4K - $21.9K
|
900
$24.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.2KNew |
$24.5K - $29.1K
|
1.2K
$32.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
7.68KNew |
$157K - $187K
|
7.68K
$208K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
400New |
$8.18K - $9.71K
|
400
$10.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-500- 6.83% |
$10.2K - $12.1K
|
6.82K
$184K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-450Closed |
$9.2K - $10.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-511Closed |
$11.7K - $13.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.5KClosed |
$426K - $474K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-34KClosed |
$782K - $870K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20New |
$460 - $512
|
20
$540
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-500Closed |
$11.5K - $12.8K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-741Closed |
$17K - $19K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.2KClosed |
$96.6K - $107K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-274Closed |
$6.37K - $6.84K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
99New |
$2.3K - $2.47K
|
99
$2.67K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-6.2KClosed |
$144K - $155K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.15K- 64.0% |
$26.7K - $28.7K
|
647
$17.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-852- 48.0% |
$19.8K - $21.3K
|
923
$24.9K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1KClosed |
$23.1K - $24.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-808Closed |
$18.6K - $19.9K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-8.9KClosed |
$205K - $219K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.3KNew |
$375K - $400K
|
16.3K
$439K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-847Closed |
$19.5K - $20.8K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
150New |
$3.46K - $3.69K
|
150
$4.05K
|
|
| Q2 2021 | |||||||
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-600Closed |
$14K - $15.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-210Closed |
$4.91K - $5.29K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-13.5KClosed |
$316K - $341K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1KClosed |
$23.4K - $25.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-700- 16.22% |
$13.9K - $16.6K
|
3.62K
$97.7K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.16KClosed |
$35.2K - $43.4K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
6.05KNew |
$98.7K - $122K
|
6.05K
$163K
|
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-500Closed |
$8.15K - $10.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.05KClosed |
$79.6K - $90.2K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
- |
-2.4KClosed |
$37.9K - $42.9K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-14.1KClosed |
$223K - $252K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.33KClosed |
$68.2K - $77.3K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.05KClosed |
$95.5K - $108K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-14.8KClosed |
$233K - $264K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-775Closed |
$12.2K - $13.8K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-159- 2.55% |
$2.04K - $3.01K
|
6.07K
$164K
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-18.5KClosed |
$238K - $351K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-14.5KClosed |
$186K - $274K
|
0
$0
|
|