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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
538KNew |
$21.5M - $24.8M
|
538K
$29.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-16.4K- 55.26% |
$655K - $757K
|
13.3K
$722K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.61K+ 98.49% |
$263K - $305K
|
13.3K
$723K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.6KNew |
$1.59M - $1.7M
|
38.6K
$2.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-21.4K- 47.98% |
$882K - $945K
|
23.2K
$1.26M
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-163K- 95.28% |
$6.69M - $7.15M
|
8.09K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-469- 7.33% |
$19.2K - $20.5K
|
5.93K
$322K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
118+ 2.45% |
$4.84K - $5.17K
|
4.94K
$269K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$8.2K - $8.76K
|
200
$10.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$4.1K - $4.56K
|
100
$5.43K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.59K- 99.4% |
$270K - $301K
|
40
$2.17K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
300New |
$12.3K - $13.7K
|
300
$16.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.7K- 6.5% |
$152K - $169K
|
53.2K
$2.89M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60New |
$2.27K - $2.74K
|
60
$3.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.09K+ 3467.8% |
$155K - $187K
|
4.21K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
150New |
$5.68K - $6.85K
|
150
$8.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.14K- 32.93% |
$119K - $143K
|
6.4K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-527- 7.08% |
$20K - $24.1K
|
6.92K
$376K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
30New |
$1.14K - $1.37K
|
30
$1.63K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.23KNew |
$84.3K - $102K
|
2.23K
$121K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.4KNew |
$280K - $338K
|
7.4K
$402K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
500New |
$18.9K - $22.8K
|
500
$27.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
133New |
$5.04K - $6.08K
|
133
$7.22K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
200+ 2.06% |
$7.5K - $8.95K
|
9.93K
$539K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
9.07K+ 156.24% |
$340K - $406K
|
14.9K
$808K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150New |
$5.62K - $6.71K
|
150
$8.15K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.2KNew |
$494K - $590K
|
13.2K
$716K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
355New |
$13.3K - $15.9K
|
355
$19.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
6.02KNew |
$226K - $269K
|
6.02K
$327K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.54KClosed |
$231K - $264K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-170Closed |
$7.08K - $8.09K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
$41.6 - $47.6
|
1
$54.3
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
250New |
$10.4K - $11.9K
|
250
$13.6K
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-19.8KClosed |
$861K - $927K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
46.2KNew |
$2.01M - $2.16M
|
46.2K
$2.51M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
736+ 245.33% |
$32K - $34.4K
|
1.04K
$56.3K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.3KClosed |
$576K - $620K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1Closed |
$43.4 - $46.7
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
275New |
$11.9K - $12.9K
|
275
$14.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-500Closed |
$21.7K - $23.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-195Closed |
$8.25K - $8.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-800Closed |
$33.9K - $36.5K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-447Closed |
$19K - $20.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.85KClosed |
$248K - $263K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11+ 100.0% |
$466 - $494
|
22
$1.19K
|
|
| Q2 2021 | |||||||
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-70Closed |
$3.02K - $3.18K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-88.8KClosed |
$3.35M - $3.86M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-976KClosed |
$36.9M - $42.4M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.71KClosed |
$140K - $161K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
148New |
$4.86K - $5.73K
|
148
$8.04K
|
|