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 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
$320K
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
36.9K+ 2509.04% |
$1.11M - $1.48M
|
38.4K
$2.26M
|
|
|
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
$24.4K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12KNew |
$348K - $407K
|
12K
$704K
|
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
400New |
$11.6K - $13.6K
|
400
$23.5K
|
|
|
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 02, 2019
Q1 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 09, 2018
Q3 2018
|
Trust CO
|
SELL
|
- |
-97Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$58.9
|
|
|
Jul 27, 2018
Q2 2018
|
Whittier Trust CO
|
BUY
|
- |
23New |
N/A
|
23
$1.35K
|
|