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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-36- 22.64% |
$1.31K - $1.52K
|
123
$6.46K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14New |
$508 - $590
|
14
$735
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
966New |
$33.9K - $38.3K
|
966
$50.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
96New |
$3.37K - $3.8K
|
96
$5.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
127KNew |
$4.44M - $5.01M
|
127K
$6.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-678- 5.41% |
$23.8K - $26.9K
|
11.8K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.67K- 2.58% |
$58.5K - $66.1K
|
63.1K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.36K+ 620.09% |
$47.7K - $53.8K
|
1.58K
$82.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.6K- 52.7% |
$582K - $658K
|
14.9K
$782K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
147+ 2.53% |
$5.16K - $5.82K
|
5.96K
$313K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
250New |
$8.77K - $9.91K
|
250
$13.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-441- 7.11% |
$15.5K - $17.5K
|
5.76K
$303K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-200- 71.68% |
$7.02K - $7.92K
|
79
$4.15K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-83K- 99.6% |
$2.91M - $3.29M
|
331
$17.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
42KNew |
$1.48M - $1.67M
|
42K
$2.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.6KNew |
$584K - $659K
|
16.6K
$873K
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-14- 0.22% |
$491 - $555
|
6.29K
$330K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-63- 48.84% |
$2.21K - $2.5K
|
66
$3.47K
|
|
| 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
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.31K- 11.38% |
$79.8K - $97.8K
|
18K
$943K
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
43+ 0.71% |
$1.49K - $1.82K
|
6.08K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.5KNew |
$51.9K - $63.6K
|
1.5K
$78.8K
|
|
|
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
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.8K+ 0.82% |
$339K - $416K
|
1.21M
$63.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
30New |
$1.04K - $1.27K
|
30
$1.58K
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
6.22KNew |
$215K - $264K
|
6.22K
$327K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.46K+ 2.87% |
$50.6K - $62K
|
52.5K
$2.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
696+ 7.32% |
$24.1K - $29.5K
|
10.2K
$536K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.19% |
$138 - $170
|
2.16K
$114K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-230- 2.47% |
$7.96K - $9.76K
|
9.09K
$477K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-212K- 92.31% |
$7.34M - $9M
|
17.7K
$927K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
625+ 89.29% |
$21.6K - $26.5K
|
1.33K
$69.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
31.7KNew |
$1.1M - $1.34M
|
31.7K
$1.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.49K- 1.77% |
$51.6K - $63.2K
|
82.7K
$4.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-334- 0.71% |
$11.6K - $14.2K
|
46.6K
$2.45M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-28K- 77.78% |
$970K - $1.19M
|
8.01K
$421K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
379New |
$13.1K - $16.1K
|
379
$19.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-908- 12.93% |
$31.4K - $38.5K
|
6.11K
$321K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
750New |
$26K - $31.8K
|
750
$39.4K
|
|
| Q2 2022 | |||||||
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-161KClosed |
$5.74M - $7.88M
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.2% |
$71.3 - $97.8
|
1.03K
$53.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-75.1KClosed |
$2.68M - $3.67M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-232Closed |
$8.27K - $11.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.08KClosed |
$181K - $248K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.08KClosed |
$38.4K - $52.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.3KClosed |
$366K - $502K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-60Closed |
$2.14K - $2.93K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-12.3KClosed |
$440K - $603K
|
0
$0
|
|