Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PDP)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PDP) 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-440- 10.32% |
$40.4K - $45.5K
|
3.82K
$421K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-570- 4.77% |
$52.4K - $58.9K
|
11.4K
$1.25M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
396+ 7.17% |
$36.4K - $40.9K
|
5.92K
$651K
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-790- 2.37% |
$72.6K - $81.6K
|
32.5K
$3.57M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-150- 6.93% |
$13.8K - $15.5K
|
2.02K
$222K
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-25- 0.11% |
$2.3K - $2.58K
|
22.7K
$2.5M
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
142+ 1.49% |
$13K - $14.7K
|
9.65K
$1.06M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-98- 0.58% |
$9.01K - $10.1K
|
16.8K
$1.84M
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
2KNew |
$184K - $207K
|
2K
$220K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-555- 9.44% |
$50.5K - $55.4K
|
5.32K
$585K
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.72K- 14.01% |
$247K - $271K
|
16.7K
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-305- 10.5% |
$27.7K - $30.4K
|
2.6K
$286K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.26KNew |
$297K - $326K
|
3.26K
$359K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-265- 2.27% |
$24.1K - $26.4K
|
11.4K
$1.26M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
619+ 6.12% |
$56.3K - $61.8K
|
10.7K
$1.18M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.66K- 44.62% |
$151K - $165K
|
2.05K
$226K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
262+ 12.55% |
$23.8K - $26.1K
|
2.35K
$258K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
174New |
$15.8K - $17.4K
|
174
$19.1K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.15% |
$182 - $200
|
1.38K
$152K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
283New |
$25.7K - $28.2K
|
283
$31.1K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3- 0.05% |
$273 - $299
|
5.62K
$618K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
266New |
$24.2K - $26.5K
|
266
$29.3K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-76- 63.33% |
$6.91K - $7.58K
|
44
$4.84K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-400- 67.34% |
$36.4K - $39.9K
|
194
$21.3K
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.28K- 49.57% |
$117K - $128K
|
1.31K
$144K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
84+ 9.96% |
$7.64K - $8.38K
|
927
$102K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 6.11% |
$18.2K - $20K
|
3.07K
$338K
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-9.95K- 49.7% |
$905K - $993K
|
10.1K
$1.11M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-106- 3.54% |
$9.64K - $10.6K
|
2.89K
$318K
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-229- 5.86% |
$20.8K - $22.8K
|
3.68K
$405K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-183- 6.67% |
$16.6K - $18.3K
|
2.56K
$282K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6.67KNew |
$606K - $665K
|
6.67K
$733K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-100- 20.0% |
$9.1K - $9.98K
|
400
$44K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.19KNew |
$199K - $218K
|
2.19K
$241K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
45+ 2.34% |
$4.09K - $4.49K
|
1.97K
$216K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
84New |
$7.64K - $8.38K
|
84
$9.24K
|
|
Q1 2024 | |||||||
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.67K- 36.53% |
$220K - $265K
|
4.63K
$510K
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-300- 10.11% |
$24.7K - $29.8K
|
2.67K
$293K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79New |
$6.51K - $7.84K
|
79
$8.69K
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1+ 0.02% |
$82.4 - $99.3
|
5.16K
$567K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-297- 17.88% |
$24.5K - $29.5K
|
1.36K
$150K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.65K+ 39.9% |
$383K - $461K
|
16.3K
$1.79M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
200New |
$16.5K - $19.9K
|
200
$22K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
355New |
$29.2K - $35.2K
|
355
$39K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-150- 5.48% |
$12.4K - $14.9K
|
2.59K
$284K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-77- 36.84% |
$6.34K - $7.65K
|
132
$14.5K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
300New |
$24.7K - $29.8K
|
300
$33K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.93KNew |
$242K - $291K
|
2.93K
$323K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.12KNew |
$175K - $211K
|
2.12K
$233K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
510New |
$42K - $50.6K
|
510
$56.1K
|