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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-89- 4.06% |
$5.93K - $6.96K
|
2.1K
$236K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-473- 17.03% |
$31.5K - $37K
|
2.3K
$259K
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
66.4KNew |
$4.43M - $5.2M
|
66.4K
$7.46M
|
|
Q2 2022 | |||||||
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.9KClosed |
$127K - $156K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-293Closed |
$19.6K - $24.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
120New |
$8.04K - $9.87K
|
120
$13.5K
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.72KClosed |
$249K - $306K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-3.78KClosed |
$253K - $311K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
49New |
$3.28K - $4.03K
|
49
$5.5K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.67K- 16.65% |
$112K - $137K
|
8.35K
$938K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-42Closed |
$2.81K - $3.45K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.03KNew |
$203K - $249K
|
3.03K
$340K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-271Closed |
$18.2K - $22.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.6KClosed |
$576K - $707K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-85- 50.0% |
$5.7K - $6.99K
|
85
$9.55K
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.74KClosed |
$184K - $226K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.82KClosed |
$189K - $232K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
57New |
$3.82K - $4.69K
|
57
$6.4K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.9KClosed |
$127K - $156K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-50- 50.0% |
$3.35K - $4.11K
|
50
$5.62K
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.7KClosed |
$181K - $222K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-104Closed |
$6.97K - $8.55K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-16K- 50.25% |
$1.07M - $1.31M
|
15.8K
$1.77M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.79KNew |
$120K - $147K
|
1.79K
$201K
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-4.04KClosed |
$271K - $332K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.15K- 74.5% |
$77.1K - $94.6K
|
394
$44.3K
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-145Closed |
$10.7K - $13.5K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-3.03KClosed |
$225K - $282K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82.2KNew |
$6.09M - $7.66M
|
82.2K
$9.24M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.22KClosed |
$164K - $207K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-550Closed |
$40.7K - $51.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-4.8KClosed |
$356K - $447K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.38KClosed |
$176K - $222K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-60.8KClosed |
$4.5M - $5.66M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-95Closed |
$7.04K - $8.85K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12New |
$889 - $1.12K
|
12
$1.35K
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.7KClosed |
$274K - $344K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.46KClosed |
$182K - $229K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-3.6KClosed |
$267K - $335K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2.26KClosed |
$167K - $210K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-101Closed |
$7.48K - $9.41K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
University Of Texas
|
SELL
|
- |
-76Closed |
$5.63K - $7.08K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-4.01KClosed |
$297K - $373K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.14KNew |
$84.5K - $106K
|
1.14K
$128K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-400Closed |
$29.6K - $37.3K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-172Closed |
$12.7K - $16K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.02KClosed |
$372K - $467K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-500Closed |
$37K - $46.6K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
SELL
|
- |
-2.15KClosed |
$159K - $200K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.79KClosed |
$132K - $166K
|
0
$0
|