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 |
---|---|---|---|---|---|---|---|
Feb 16, 2021
Q4 2020
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.11KClosed |
$234K - $275K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-12.8KClosed |
$965K - $1.13M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
45New |
$3.39K - $3.98K
|
45
$4.95K
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
356New |
$26.8K - $31.5K
|
356
$39.2K
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.11KClosed |
$347K - $408K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-45Closed |
$3.06K - $3.6K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-60Closed |
$4.08K - $4.8K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-10KClosed |
$681K - $801K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-59- 16.34% |
$3.05K - $3.99K
|
302
$33.2K
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-100Closed |
$5.16K - $6.77K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.81KClosed |
$93.5K - $123K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-14.8KClosed |
$763K - $1M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-350Closed |
$18.1K - $23.7K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-20.8KClosed |
$1.08M - $1.41M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Concentrum Wealth Management
|
SELL
|
- |
-7.2KClosed |
$372K - $487K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-93Closed |
$4.8K - $6.3K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Savior LLC
|
SELL
|
- |
-4Closed |
$207 - $271
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-153Closed |
$7.9K - $10.4K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-23.9KClosed |
$1.23M - $1.62M
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Wedbush Securities Inc
|
BUY
|
- |
3KNew |
$155K - $203K
|
3K
$330K
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-450Closed |
$20.7K - $31.7K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-813Closed |
$37.3K - $57.2K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-5.79KClosed |
$266K - $407K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50Closed |
$2.29K - $3.52K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-635Closed |
$29.1K - $44.7K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.4KClosed |
$156K - $239K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-56.1KClosed |
$2.57M - $3.95M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-32Closed |
$1.47K - $2.25K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Adams Wealth Management
|
SELL
|
- |
-18.8KClosed |
$861K - $1.32M
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 3.7% |
$45.9 - $70.4
|
28
$3.08K
|
|
Apr 21, 2020
Q1 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-6.83KClosed |
$314K - $481K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.31KClosed |
$255K - $278K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.46KNew |
$146K - $159K
|
2.46K
$270K
|
|
Feb 12, 2020
Q4 2019
|
1776 Wealth LLC
|
BUY
|
- |
400New |
$23.7K - $25.8K
|
400
$44K
|
|
Feb 04, 2020
Q4 2019
|
Principle Wealth Partners LLC
|
SELL
|
- |
-650- 12.88% |
$38.6K - $42K
|
4.4K
$483K
|
|
Feb 04, 2020
Q4 2019
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-38.7KClosed |
$2.29M - $2.5M
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.66KNew |
$336K - $366K
|
5.66K
$623K
|
|
Jan 27, 2020
Q4 2019
|
Duncker Streett & CO Inc
|
BUY
|
- |
200New |
$11.9K - $12.9K
|
200
$22K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-400Closed |
$24.1K - $24.7K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-72Closed |
$4.34K - $4.45K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-44Closed |
$2.65K - $2.72K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-115Closed |
$6.94K - $7.12K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.9KClosed |
N/A
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-14.9KClosed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-205Closed |
N/A
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-16- 4.43% |
N/A
|
345
$37.9K
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.33KClosed |
N/A
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
Jul 11, 2019
Q2 2019
|
Bogart Wealth, LLC
|
BUY
|
- |
39+ 52.0% |
N/A
|
114
$12.5K
|