Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (EWMC)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (EWMC) 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 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$0
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
548New |
N/A
|
548
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.89KNew |
$0 - $186K
|
1.89K
$0
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100- 30.12% |
$0 - $9.81K
|
232
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.55KNew |
$0 - $446K
|
4.55K
$0
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
15.6KNew |
$0 - $1.53M
|
15.6K
$0
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-576- 7.24% |
$0 - $56.5K
|
7.38K
$0
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-564- 16.38% |
$0 - $55.4K
|
2.88K
$0
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.3KNew |
$0 - $226K
|
2.3K
$0
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.31K+ 19.27% |
$0 - $128K
|
8.09K
$0
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.84KNew |
$0 - $181K
|
1.84K
$0
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.98KNew |
$0 - $195K
|
1.98K
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
989+ 8.95% |
$81.2K - $99.4K
|
12K
$0
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
265New |
$21.8K - $26.6K
|
265
$0
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
160New |
$13.1K - $16.1K
|
160
$0
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-54- 27.0% |
$4.43K - $5.43K
|
146
$0
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.19KNew |
$180K - $220K
|
2.19K
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.49KNew |
$213K - $237K
|
2.49K
$0
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.85KNew |
$329K - $365K
|
3.85K
$0
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
9.33K+ 4.24% |
$798K - $886K
|
230K
$0
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
650+ 6.95% |
$55.6K - $61.8K
|
10K
$0
|
|
Q2 2023 | |||||||
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
135New |
$11.3K - $12.3K
|
135
$0
|
|
Q1 2023 | |||||||
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.16KNew |
$95.3K - $110K
|
1.16K
$0
|
|
Q4 2022 | |||||||
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
740New |
$60.1K - $65.8K
|
740
$0
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.44KNew |
$199K - $217K
|
2.44K
$0
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.4KNew |
$195K - $214K
|
2.4K
$0
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-527- 1.56% |
$42.8K - $46.9K
|
33.3K
$0
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 21.43% |
$1.71K - $1.87K
|
77
$0
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
391New |
$31.8K - $34.8K
|
391
$0
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.35KNew |
N/A
|
1.35K
$0
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-48Closed |
N/A
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.39KClosed |
N/A
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-23Closed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.4KClosed |
N/A
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
136+ 7.64% |
N/A
|
1.92K
$0
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-149- 2.1% |
N/A
|
6.94K
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-171Closed |
N/A
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-141Closed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-56- 36.36% |
N/A
|
98
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
73New |
N/A
|
73
$0
|
|
Q3 2020 | |||||||
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-57Closed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Optas, LLC
|
SELL
|
- |
-23.4KClosed |
N/A
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Corbenic Partners LLC
|
SELL
|
- |
-62Closed |
N/A
|
0
$0
|