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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
24New |
$855 - $1.17K
|
24
$1.41K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.67K- 29.9% |
$59.3K - $81.4K
|
3.9K
$230K
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
24.6K+ 362.44% |
$876K - $1.2M
|
31.4K
$1.85M
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
SELL
|
- |
-8.99KClosed |
$320K - $440K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-51- 4.4% |
$1.82K - $2.49K
|
1.11K
$65.1K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.75KClosed |
$169K - $232K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
550New |
$19.6K - $26.9K
|
550
$32.4K
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-550- 7.67% |
$19.6K - $26.9K
|
6.63K
$390K
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
27+ 0.16% |
$962 - $1.32K
|
17.3K
$1.02M
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-6.14KClosed |
$219K - $300K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-120- 16.44% |
$4.28K - $5.87K
|
610
$35.9K
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
SELL
|
- |
-118K- 77.79% |
$4.2M - $5.76M
|
33.6K
$1.98M
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-520Closed |
$18.5K - $25.4K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.06K- 12.65% |
$323K - $443K
|
62.6K
$3.68M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.22KNew |
$43.6K - $59.8K
|
1.22K
$72K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.1KClosed |
$146K - $201K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-165KClosed |
$5.88M - $8.07M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13KClosed |
$463K - $635K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-41KClosed |
$1.46M - $2.01M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
SELL
|
- |
-52.8KClosed |
$1.88M - $2.58M
|
0
$0
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-300Closed |
$10.7K - $14.7K
|
0
$0
|
|
Q1 2022 | |||||||
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
37.4KNew |
$1.6M - $1.9M
|
37.4K
$2.2M
|
|
Oct 23, 2024
Q1 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-8.57KClosed |
$367K - $435K
|
0
$0
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-2K- 23.26% |
$85.7K - $102K
|
6.6K
$388K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.4KClosed |
$274K - $325K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50Closed |
$2.14K - $2.54K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
571+ 32.65% |
$24.5K - $29K
|
2.32K
$137K
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.8KNew |
$633K - $750K
|
14.8K
$869K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
235New |
$10.1K - $11.9K
|
235
$13.8K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17.4KClosed |
$746K - $884K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-110Closed |
$4.72K - $5.58K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-43.1KClosed |
$1.85M - $2.19M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
365New |
$15.6K - $18.5K
|
365
$21.5K
|
|
May 12, 2022
Q1 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-128KClosed |
$5.47M - $6.47M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-50KClosed |
$2.14M - $2.54M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-162Closed |
$6.94K - $8.22K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-14.5KClosed |
$624K - $738K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.58KClosed |
$110K - $131K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-286KClosed |
$12.3M - $14.5M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1KClosed |
$42.9K - $50.8K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-98.4KClosed |
$4.22M - $5M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-189Closed |
$8.1K - $9.59K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.64KNew |
$113K - $134K
|
2.64K
$155K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50New |
$2.14K - $2.54K
|
50
$2.94K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.37% |
$42.9 - $50.8
|
273
$16.1K
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-167Closed |
$7.16K - $8.48K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-72.6KClosed |
$3.11M - $3.68M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-6.92KClosed |
$297K - $351K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-5Closed |
$214 - $254
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.81KClosed |
$77.5K - $91.8K
|
0
$0
|