Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (DJD)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (DJD) 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 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-76- 1.69% |
$3.5K - $3.7K
|
4.41K
$235K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
221New |
$10.2K - $10.8K
|
221
$11.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
653+ 13.15% |
$30K - $31.8K
|
5.62K
$300K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
150New |
$6.9K - $7.31K
|
150
$8.01K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.67KNew |
$261K - $276K
|
5.67K
$303K
|
|
| Q1 2024 | |||||||
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-550Closed |
$24.9K - $26.4K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-180- 3.15% |
$8.14K - $8.65K
|
5.54K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.94% |
$452 - $481
|
1.07K
$57.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
356+ 5.06% |
$16.1K - $17.1K
|
7.4K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31.4KNew |
$1.42M - $1.51M
|
31.4K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.05KNew |
$229K - $243K
|
5.05K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10KNew |
$452K - $481K
|
10K
$534K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-85- 98.84% |
$3.84K - $4.08K
|
1
$53.4
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-223- 4.04% |
$10.1K - $10.7K
|
5.29K
$283K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-582- 11.22% |
$26.3K - $28K
|
4.6K
$246K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.15KNew |
$278K - $296K
|
6.15K
$328K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-712- 7.52% |
$32.2K - $34.2K
|
8.76K
$468K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-642- 99.84% |
$29K - $30.8K
|
1
$53.4
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-153- 3.37% |
$6.92K - $7.35K
|
4.38K
$234K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
156New |
$7.06K - $7.5K
|
156
$8.33K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 0.28% |
$181 - $192
|
1.46K
$77.7K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.7K- 25.37% |
$67.8K - $78.4K
|
5K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
12+ 0.91% |
$478 - $553
|
1.33K
$70.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.3KNew |
$648K - $749K
|
16.3K
$868K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-59- 1.18% |
$2.35K - $2.72K
|
4.93K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
804New |
$32.1K - $37.1K
|
804
$42.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
538KNew |
$21.5M - $24.8M
|
538K
$28.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-16.4K- 55.26% |
$655K - $757K
|
13.3K
$709K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.61K+ 98.49% |
$263K - $305K
|
13.3K
$711K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.35KNew |
$213K - $247K
|
5.35K
$286K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.6KNew |
$1.59M - $1.7M
|
38.6K
$2.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.81K+ 10.83% |
$74.6K - $79.9K
|
18.5K
$990K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-21.4K- 47.98% |
$882K - $945K
|
23.2K
$1.24M
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-163K- 95.28% |
$6.69M - $7.15M
|
8.09K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-469- 7.33% |
$19.2K - $20.5K
|
5.93K
$317K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
804New |
$33K - $35.2K
|
804
$42.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
118+ 2.45% |
$4.84K - $5.17K
|
4.94K
$264K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$8.2K - $8.76K
|
200
$10.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$4.1K - $4.56K
|
100
$5.34K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.59K- 99.4% |
$270K - $301K
|
40
$2.13K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
300New |
$12.3K - $13.7K
|
300
$16K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.7K- 6.5% |
$152K - $169K
|
53.2K
$2.84M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60New |
$2.27K - $2.74K
|
60
$3.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.14K- 32.93% |
$119K - $143K
|
6.4K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
150New |
$5.68K - $6.85K
|
150
$8.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.09K+ 3467.8% |
$155K - $187K
|
4.21K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-527- 7.08% |
$20K - $24.1K
|
6.92K
$369K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
30New |
$1.14K - $1.37K
|
30
$1.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.23KNew |
$84.3K - $102K
|
2.23K
$119K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.4KNew |
$280K - $338K
|
7.4K
$395K
|
|