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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
500New |
$18.9K - $22.8K
|
500
$26.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
133New |
$5.04K - $6.08K
|
133
$7.1K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
200+ 2.06% |
$7.5K - $8.95K
|
9.93K
$530K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
9.07K+ 156.24% |
$340K - $406K
|
14.9K
$794K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150New |
$5.62K - $6.71K
|
150
$8.01K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.2KNew |
$494K - $590K
|
13.2K
$703K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
355New |
$13.3K - $15.9K
|
355
$18.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
6.02KNew |
$226K - $269K
|
6.02K
$321K
|
|
| 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
$53.4
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
250New |
$10.4K - $11.9K
|
250
$13.3K
|
|
| 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
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
736+ 245.33% |
$32K - $34.4K
|
1.04K
$55.3K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
46.2KNew |
$2.01M - $2.16M
|
46.2K
$2.47M
|
|
|
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
$14.7K
|
|
|
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
$1.17K
|
|
| 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
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-976KClosed |
$36.9M - $42.4M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-88.8KClosed |
$3.35M - $3.86M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.71KClosed |
$140K - $161K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.03MClosed |
$38.9M - $44.8M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
148New |
$4.86K - $5.73K
|
148
$7.9K
|
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-100Closed |
$3.29K - $3.87K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-540- 9.8% |
$15.4K - $20.1K
|
4.97K
$265K
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
SELL
|
- |
-1.03KClosed |
$29.4K - $38.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 23, 2020
Q1 2020
|
G&S Capital LLC
|
SELL
|
- |
-48.2KClosed |
$1.24M - $1.92M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
SELL
|
- |
-103Closed |
$3.69K - $4.08K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15.1KClosed |
$541K - $600K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 22, 2019
Q1 2019
|
Cwm, LLC
|
SELL
|
- |
-529Closed |
$17.2K - $19.3K
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Raymond James Trust N.A.
|
SELL
|
- |
-21.5KClosed |
$701K - $787K
|
0
$0
|
|