Latest Institutional Sells of Invesco Exchange Traded Fd Tr (PEJ)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PEJ) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-350- 3.45% |
$14K - $16.2K
|
9.81K
$507K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-192- 44.65% |
$7.68K - $8.89K
|
238
$12.3K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-31- 2.61% |
$1.24K - $1.43K
|
1.16K
$59.7K
|
|
Q4 2023 | |||||||
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-501- 9.47% |
$17.5K - $21.2K
|
4.79K
$247K
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-360- 1.06% |
$12.6K - $15.3K
|
33.5K
$1.73M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-300- 9.87% |
$10.5K - $12.7K
|
2.74K
$142K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-300- 60.0% |
$10.5K - $12.7K
|
200
$10.3K
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.11K- 16.97% |
$41.9K - $48.1K
|
5.44K
$281K
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.03K- 3.74% |
$38.6K - $44.3K
|
26.4K
$1.36M
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-320- 4.58% |
$12.1K - $13.8K
|
6.66K
$344K
|
|
Q2 2023 | |||||||
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-59.4K- 85.36% |
$2.32M - $2.48M
|
10.2K
$526K
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-37.3K- 99.73% |
$1.46M - $1.56M
|
100
$5.17K
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-20.7K- 56.55% |
$809K - $864K
|
15.9K
$820K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.14K- 35.14% |
$123K - $131K
|
5.8K
$299K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.17K- 9.91% |
$85.1K - $90.9K
|
19.8K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-250- 4.47% |
$9.79K - $10.5K
|
5.35K
$276K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-161- 1.91% |
$6.3K - $6.73K
|
8.25K
$426K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.3K- 69.12% |
$448K - $520K
|
5.52K
$285K
|
|
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
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.47K- 17.75% |
$53.2K - $61.8K
|
6.8K
$351K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-58- 2.29% |
$2.1K - $2.45K
|
2.48K
$128K
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-36- 22.64% |
$1.31K - $1.52K
|
123
$6.35K
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1Closed |
$36.3 - $42.2
|
0
$0
|
|
Q4 2022 | |||||||
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-83K- 99.6% |
$2.91M - $3.29M
|
331
$17.1K
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.6K- 52.7% |
$582K - $658K
|
14.9K
$770K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.67K- 2.58% |
$58.5K - $66.1K
|
63.1K
$3.26M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-678- 5.41% |
$23.8K - $26.9K
|
11.8K
$612K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-441- 7.11% |
$15.5K - $17.5K
|
5.76K
$298K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-200- 71.68% |
$7.02K - $7.92K
|
79
$4.08K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-63- 48.84% |
$2.21K - $2.5K
|
66
$3.41K
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-14- 0.22% |
$491 - $555
|
6.29K
$325K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-212K- 92.31% |
$7.34M - $9M
|
17.7K
$912K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38K- 60.31% |
$1.31M - $1.61M
|
25K
$1.29M
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-28.2KClosed |
$976K - $1.2M
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-28K- 77.78% |
$970K - $1.19M
|
8.01K
$414K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.31K- 11.38% |
$79.8K - $97.8K
|
18K
$928K
|
|
Nov 01, 2022
Q3 2022
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.49K- 1.77% |
$51.6K - $63.2K
|
82.7K
$4.27M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.21K- 4.67% |
$41.8K - $51.3K
|
24.7K
$1.27M
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-908- 12.93% |
$31.4K - $38.5K
|
6.11K
$316K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-334- 0.71% |
$11.6K - $14.2K
|
46.6K
$2.41M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-230- 2.47% |
$7.96K - $9.76K
|
9.09K
$470K
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-104Closed |
$3.6K - $4.41K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-194K- 51.74% |
$6.9M - $9.46M
|
181K
$9.33M
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-165KClosed |
$5.88M - $8.07M
|
0
$0
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-161KClosed |
$5.74M - $7.88M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
SELL
|
- |
-138KClosed |
$4.93M - $6.77M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
SELL
|
- |
-118K- 77.79% |
$4.2M - $5.76M
|
33.6K
$1.74M
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-75.1KClosed |
$2.68M - $3.67M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
SELL
|
- |
-52.8KClosed |
$1.88M - $2.58M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-41KClosed |
$1.46M - $2.01M
|
0
$0
|