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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-69.1K- 79.34% |
$2.91M - $3.73M
|
18K
$945K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
PUT |
100New |
$4.22K - $5.39K
|
100
$5.25K
|
|
|
Aug 11, 2021
Q2 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-10.1KClosed |
$424K - $543K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-8.54KClosed |
$360K - $460K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1KClosed |
$42.2K - $53.9K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-307KClosed |
$12.9M - $16.6M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
40New |
$1.69K - $2.16K
|
40
$2.1K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-4.2KClosed |
$177K - $227K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-525Closed |
$22.1K - $28.3K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-126KClosed |
$5.32M - $6.8M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-17.9KClosed |
$753K - $963K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$42.2K - $53.9K
|
1K
$52.5K
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.79KClosed |
$371K - $474K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-172KClosed |
$7.27M - $9.29M
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-9Closed |
$379 - $485
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-468Closed |
$19.7K - $25.2K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
108New |
$4.55K - $5.82K
|
108
$5.67K
|
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-97Closed |
$4.09K - $5.23K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-24.5KClosed |
$1.03M - $1.32M
|
0
$0
|
|
|
Jul 06, 2021
Q2 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-41.3KClosed |
$1.74M - $2.23M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 19, 2021
Q1 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-4.98KClosed |
$194K - $273K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.08K+ 28.78% |
$80.9K - $114K
|
9.3K
$489K
|
|
|
May 14, 2021
Q1 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-47KClosed |
$1.83M - $2.58M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-12.3KClosed |
$478K - $673K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-153Closed |
$5.95K - $8.38K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-65.7KClosed |
$2.56M - $3.6M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
310New |
$12.1K - $17K
|
310
$16.3K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
BUY
|
- |
310New |
$12.1K - $17K
|
310
$16.3K
|
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
SELL
|
- |
-110Closed |
$4.28K - $6.03K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 31, 2023
Q4 2020
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.44KNew |
$163K - $218K
|
5.44K
$286K
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
36.9K+ 2509.04% |
$1.11M - $1.48M
|
38.4K
$2.02M
|
|
|
Feb 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-875Closed |
$26.3K - $35K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-59.9KClosed |
$1.8M - $2.4M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-161KClosed |
$4.82M - $6.43M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
415New |
$12.5K - $16.6K
|
415
$21.8K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12KNew |
$348K - $407K
|
12K
$628K
|
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
400New |
$11.6K - $13.6K
|
400
$21K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-135Closed |
$3.93K - $4.6K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-8.21KClosed |
$239K - $280K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-150Closed |
$3.18K - $5.13K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-300Closed |
$6.36K - $10.3K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-45Closed |
$954 - $1.54K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-100Closed |
$1.97K - $4.56K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-300Closed |
$5.91K - $13.7K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-39.4KClosed |
$1.63M - $1.79M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-98.1KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-145Closed |
N/A
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Janney Capital Management LLC
|
SELL
|
- |
-552KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-155Closed |
N/A
|
0
$0
|
|