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 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
870New |
$66.2K - $71.9K
|
870
$93.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
185New |
$14.1K - $15.3K
|
185
$19.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
100New |
$7.61K - $8.26K
|
100
$10.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
242New |
$18.4K - $20K
|
242
$26K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
80New |
$5.88K - $6.48K
|
80
$8.59K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
185New |
$13.6K - $15K
|
185
$19.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.67KNew |
$196K - $217K
|
2.67K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-900- 11.21% |
$66.1K - $72.9K
|
7.13K
$765K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.68KNew |
$638K - $703K
|
8.68K
$932K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-107- 2.86% |
$7.86K - $8.67K
|
3.63K
$390K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.01K- 63.15% |
$515K - $568K
|
4.09K
$439K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.15% |
$73.5 - $81
|
652
$70K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.22% |
$73.5 - $81
|
452
$48.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$14.7K - $16.2K
|
200
$21.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
300New |
$22K - $24.3K
|
300
$32.2K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.74KNew |
$333K - $367K
|
4.74K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.79K- 46.64% |
$266K - $293K
|
4.33K
$465K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12+ 0.29% |
$843 - $930
|
4.2K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.2KClosed |
$295K - $326K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.11KNew |
$289K - $318K
|
4.11K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
230New |
$16.2K - $17.8K
|
230
$24.7K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83New |
$5.83K - $6.43K
|
83
$8.91K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-187- 71.37% |
$13.1K - $14.5K
|
75
$8.05K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.03K- 23.18% |
$72.2K - $79.6K
|
3.41K
$366K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
860New |
$58.3K - $66.2K
|
860
$92.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.84KNew |
$464K - $527K
|
6.84K
$735K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-351- 6.61% |
$23.8K - $27K
|
4.96K
$532K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
12.4K+ 1962.97% |
$841K - $955K
|
13K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
73New |
$4.95K - $5.62K
|
73
$7.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.82KNew |
$191K - $217K
|
2.82K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.35KNew |
$227K - $258K
|
3.35K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
2.87KNew |
$195K - $221K
|
2.87K
$309K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.3KNew |
$156K - $177K
|
2.3K
$247K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5New |
$339 - $385
|
5
$537
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-280- 17.55% |
$19K - $21.6K
|
1.32K
$141K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.23K+ 4562.96% |
$83.5K - $94.9K
|
1.26K
$135K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-11.6KClosed |
$789K - $897K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.4K- 33.35% |
$94.9K - $108K
|
2.8K
$300K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
50New |
$3.39K - $3.85K
|
50
$5.37K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
131New |
$8.88K - $10.1K
|
131
$14.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
400New |
$27.1K - $30.8K
|
400
$42.9K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
508New |
$33.8K - $39.7K
|
508
$54.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
340New |
$22.7K - $26.6K
|
340
$36.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.1% |
$200 - $235
|
2.89K
$310K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
4+ 0.1% |
$267 - $313
|
3.98K
$427K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-200- 4.41% |
$13.3K - $15.6K
|
4.33K
$465K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-89- 4.06% |
$5.93K - $6.96K
|
2.1K
$226K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-473- 17.03% |
$31.5K - $37K
|
2.3K
$247K
|
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
66.4KNew |
$4.43M - $5.2M
|
66.4K
$7.13M
|
|
| Q2 2022 | |||||||
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.9KClosed |
$127K - $156K
|
0
$0
|
|