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 |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
768+ 16.34% |
$38.6K - $41.7K
|
5.47K
$294K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.84K+ 7.98% |
$92.1K - $99.6K
|
24.8K
$1.34M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.13K- 32.54% |
$107K - $116K
|
4.42K
$238K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.9K- 51.03% |
$847K - $916K
|
16.2K
$871K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.63K- 31.84% |
$285K - $305K
|
12.1K
$649K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$661K - $708K
|
13.1K
$703K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29.8KNew |
$1.51M - $1.61M
|
29.8K
$1.6M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-947- 63.64% |
$48K - $51.3K
|
541
$29.1K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
369New |
$18.7K - $20K
|
369
$19.9K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.37KNew |
$120K - $128K
|
2.37K
$128K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
240New |
$12.2K - $13K
|
240
$12.9K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.86% |
$152 - $163
|
352
$19K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.66K- 34.34% |
$173K - $193K
|
7K
$377K
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 97.65% |
$491K - $547K
|
21.1K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-200- 5.78% |
$9.43K - $10.5K
|
3.26K
$176K
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4KNew |
$189K - $210K
|
4K
$215K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
447New |
$21.1K - $23.5K
|
447
$24.1K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.82KNew |
$180K - $201K
|
3.82K
$206K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.64K- 45.68% |
$266K - $297K
|
6.71K
$361K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-233- 1.16% |
$11K - $12.3K
|
19.9K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
791New |
$37.3K - $41.6K
|
791
$42.6K
|
|
Q2 2024 | |||||||
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.9KNew |
$87.4K - $92.6K
|
1.9K
$102K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.11K+ 139.71% |
$281K - $298K
|
10.5K
$565K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
200New |
$9.2K - $9.74K
|
200
$10.8K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
56New |
$2.58K - $2.73K
|
56
$3.02K
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
635New |
$29.2K - $30.9K
|
635
$34.2K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-15.1K- 99.51% |
$695K - $736K
|
75
$4.04K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
221New |
$10.2K - $10.8K
|
221
$11.9K
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
653+ 13.15% |
$30K - $31.8K
|
5.62K
$303K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
150New |
$6.9K - $7.31K
|
150
$8.08K
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.67KNew |
$261K - $276K
|
5.67K
$305K
|
|
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
$298K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.94% |
$452 - $481
|
1.07K
$57.8K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
356+ 5.06% |
$16.1K - $17.1K
|
7.4K
$398K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31.4KNew |
$1.42M - $1.51M
|
31.4K
$1.69M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-223- 4.04% |
$10.1K - $10.7K
|
5.29K
$285K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10KNew |
$452K - $481K
|
10K
$538K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.15KNew |
$278K - $296K
|
6.15K
$331K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-582- 11.22% |
$26.3K - $28K
|
4.6K
$248K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-712- 7.52% |
$32.2K - $34.2K
|
8.76K
$472K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-642- 99.84% |
$29K - $30.8K
|
1
$53.8
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-153- 3.37% |
$6.92K - $7.35K
|
4.38K
$236K
|
|
Q4 2023 | |||||||
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.7K- 25.37% |
$67.8K - $78.4K
|
5K
$269K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
12+ 0.91% |
$478 - $553
|
1.33K
$71.4K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.3KNew |
$648K - $749K
|
16.3K
$875K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-59- 1.18% |
$2.35K - $2.72K
|
4.93K
$266K
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
804New |
$32.1K - $37.1K
|
804
$43.3K
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
538KNew |
$21.5M - $24.8M
|
538K
$29M
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-16.4K- 55.26% |
$655K - $757K
|
13.3K
$716K
|