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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.72K- 14.01% |
$247K - $271K
|
16.7K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.26KNew |
$297K - $326K
|
3.26K
$350K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
619+ 6.12% |
$56.3K - $61.8K
|
10.7K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
174New |
$15.8K - $17.4K
|
174
$18.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.15% |
$182 - $200
|
1.38K
$148K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
283New |
$25.7K - $28.2K
|
283
$30.4K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
266New |
$24.2K - $26.5K
|
266
$28.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-76- 63.33% |
$6.91K - $7.58K
|
44
$4.72K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
84+ 9.96% |
$7.64K - $8.38K
|
927
$99.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-9.95K- 49.7% |
$905K - $993K
|
10.1K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-100- 20.0% |
$9.1K - $9.98K
|
400
$42.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.19KNew |
$199K - $218K
|
2.19K
$235K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
84New |
$7.64K - $8.38K
|
84
$9.02K
|
|
| Q1 2024 | |||||||
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-300- 10.11% |
$24.7K - $29.8K
|
2.67K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79New |
$6.51K - $7.84K
|
79
$8.48K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.65K+ 39.9% |
$383K - $461K
|
16.3K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
200New |
$16.5K - $19.9K
|
200
$21.5K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
355New |
$29.2K - $35.2K
|
355
$38.1K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.93KNew |
$242K - $291K
|
2.93K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
300New |
$24.7K - $29.8K
|
300
$32.2K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-77- 36.84% |
$6.34K - $7.65K
|
132
$14.2K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.1KNew |
$173K - $208K
|
2.1K
$225K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.93KNew |
$242K - $291K
|
2.93K
$315K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.83KNew |
$233K - $281K
|
2.83K
$304K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9New |
$741 - $894
|
9
$966
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
42+ 0.47% |
$3.46K - $4.17K
|
9.03K
$969K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6New |
$494 - $596
|
6
$644
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-67- 24.81% |
$5.52K - $6.65K
|
203
$21.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-105- 48.84% |
$8.65K - $10.4K
|
110
$11.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.22KNew |
$183K - $221K
|
2.22K
$238K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
393New |
$32.4K - $39K
|
393
$42.2K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4KNew |
$292K - $345K
|
4K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
866+ 8.2% |
$63.2K - $74.6K
|
11.4K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.44KNew |
$616K - $728K
|
8.44K
$907K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
101New |
$7.37K - $8.71K
|
101
$10.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3KNew |
$219K - $259K
|
3K
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.42KNew |
$176K - $208K
|
2.42K
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
109New |
$7.95K - $9.39K
|
109
$11.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
590New |
$43K - $50.9K
|
590
$63.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-503- 17.21% |
$36.7K - $43.4K
|
2.42K
$260K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$73 - $86.2
|
5.13K
$551K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.35KNew |
$171K - $203K
|
2.35K
$252K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.45KNew |
$252K - $298K
|
3.45K
$371K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.35K- 8.55% |
$98.6K - $117K
|
14.5K
$1.55M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
117New |
$8.54K - $10.1K
|
117
$12.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20.8KNew |
$1.52M - $1.79M
|
20.8K
$2.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12New |
$875 - $1.03K
|
12
$1.29K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$11.4K - $12.4K
|
150
$16.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.26K+ 4.27% |
$96K - $104K
|
30.8K
$3.31M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
100+ 2.74% |
$7.61K - $8.26K
|
3.76K
$403K
|
|