Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PEJ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PEJ) 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 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 3.42% |
$79.3K - $91K
|
63.7K
$3.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2New |
$75.3 - $86.5
|
2
$118
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
264New |
$9.94K - $11.4K
|
264
$15.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03KNew |
$38.6K - $44.3K
|
1.03K
$60.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-320- 4.58% |
$12.1K - $13.8K
|
6.66K
$392K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.11K- 16.97% |
$41.9K - $48.1K
|
5.44K
$320K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.49KNew |
$215K - $229K
|
5.49K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-250- 4.47% |
$9.79K - $10.5K
|
5.35K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-20.7K- 56.55% |
$809K - $864K
|
15.9K
$934K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
23+ 0.04% |
$900 - $962
|
53.5K
$3.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.17K- 9.91% |
$85.1K - $90.9K
|
19.8K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.14K- 35.14% |
$123K - $131K
|
5.8K
$341K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-161- 1.91% |
$6.3K - $6.73K
|
8.25K
$486K
|
|
| Q1 2023 | |||||||
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.5KNew |
$345K - $401K
|
9.5K
$559K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1Closed |
$36.3 - $42.2
|
0
$0
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-9.95KClosed |
$361K - $419K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-58- 2.29% |
$2.1K - $2.45K
|
2.48K
$146K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.47K- 17.75% |
$53.2K - $61.8K
|
6.8K
$400K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
790New |
$28.7K - $33.3K
|
790
$46.5K
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
64.5KNew |
$2.34M - $2.72M
|
64.5K
$3.8M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
76New |
$2.76K - $3.2K
|
76
$4.47K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4New |
$145 - $169
|
4
$235
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.56% |
$109 - $126
|
534
$31.4K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
2K+ 33.96% |
$72.6K - $84.3K
|
7.89K
$464K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.46% |
$72.6 - $84.3
|
439
$25.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-36- 22.64% |
$1.31K - $1.52K
|
123
$7.24K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14New |
$508 - $590
|
14
$824
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
966New |
$33.9K - $38.3K
|
966
$56.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
96New |
$3.37K - $3.8K
|
96
$5.65K
|
|
|
Feb 14, 2023
Q4 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
127KNew |
$4.44M - $5.01M
|
127K
$7.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-678- 5.41% |
$23.8K - $26.9K
|
11.8K
$697K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.67K- 2.58% |
$58.5K - $66.1K
|
63.1K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.36K+ 620.09% |
$47.7K - $53.8K
|
1.58K
$92.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
147+ 2.53% |
$5.16K - $5.82K
|
5.96K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.6K- 52.7% |
$582K - $658K
|
14.9K
$877K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
250New |
$8.77K - $9.91K
|
250
$14.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-441- 7.11% |
$15.5K - $17.5K
|
5.76K
$339K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-200- 71.68% |
$7.02K - $7.92K
|
79
$4.65K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-83K- 99.6% |
$2.91M - $3.29M
|
331
$19.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
42KNew |
$1.48M - $1.67M
|
42K
$2.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.6KNew |
$584K - $659K
|
16.6K
$979K
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-14- 0.22% |
$491 - $555
|
6.29K
$370K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-63- 48.84% |
$2.21K - $2.5K
|
66
$3.88K
|
|
| Q3 2022 | |||||||
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-104Closed |
$3.6K - $4.41K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38K- 60.31% |
$1.31M - $1.61M
|
25K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.31K- 11.38% |
$79.8K - $97.8K
|
18K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
43+ 0.71% |
$1.49K - $1.82K
|
6.08K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-28.2KClosed |
$976K - $1.2M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.21K- 4.67% |
$41.8K - $51.3K
|
24.7K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.8K+ 0.82% |
$339K - $416K
|
1.21M
$71.1M
|
|