Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PEY)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PEY) 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 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-22.9K- 22.96% |
$427K - $493K
|
76.8K
$1.61M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.2K- 52.01% |
$246K - $284K
|
12.2K
$255K
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
116+ 0.29% |
$2.17K - $2.5K
|
39.7K
$833K
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-12.4K- 34.17% |
$232K - $268K
|
24K
$503K
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-2.5K- 34.77% |
$46.7K - $53.9K
|
4.69K
$98.3K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 1.27% |
$336 - $388
|
1.43K
$30K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
43+ 0.25% |
$803 - $926
|
17.1K
$359K
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 1.8% |
$37.4 - $43.1
|
113
$2.37K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
17+ 0.1% |
$318 - $366
|
17.8K
$374K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.95K- 3.26% |
$36.5K - $42K
|
57.8K
$1.21M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.3% |
$37.4 - $43.1
|
671
$14.1K
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
23+ 1.23% |
$430 - $495
|
1.89K
$39.7K
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
11.2K+ 10.87% |
$209K - $242K
|
114K
$2.4M
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
300New |
$5.6K - $6.46K
|
300
$6.29K
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-29.6K- 17.38% |
$552K - $637K
|
141K
$2.95M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
14.9K+ 36.86% |
$279K - $322K
|
55.5K
$1.16M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-3.09K- 4.46% |
$57.8K - $66.6K
|
66.2K
$1.39M
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-221- 30.65% |
$4.13K - $4.76K
|
500
$10.5K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
89.8K+ 82.9% |
$1.68M - $1.93M
|
198K
$4.15M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 33.81% |
$23.6K - $27.2K
|
2.48K
$51.9K
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-1.35K- 3.38% |
$25.2K - $29.1K
|
38.5K
$808K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19+ 0.15% |
$355 - $409
|
13K
$273K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.72K- 4.56% |
$32.1K - $37K
|
35.9K
$753K
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.66K- 1.58% |
$49.7K - $57.3K
|
166K
$3.48M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.49KNew |
$27.8K - $32.1K
|
1.49K
$31.2K
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
927+ 3.21% |
$17.3K - $20K
|
29.8K
$625K
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
110+ 1.23% |
$2.05K - $2.37K
|
9.09K
$191K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.4KNew |
$214K - $247K
|
11.4K
$240K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
536+ 2.3% |
$10K - $11.5K
|
23.8K
$500K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-765- 18.26% |
$14.3K - $16.5K
|
3.42K
$71.8K
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
70K+ 200.13% |
$1.31M - $1.51M
|
105K
$2.2M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
21.1K+ 6.91% |
$395K - $455K
|
327K
$6.85M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 1.33% |
$93.4 - $108
|
382
$8.01K
|
|
Q1 2025 | |||||||
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31+ 0.25% |
$645 - $684
|
12.5K
$261K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
136K+ 283.75% |
$2.83M - $3M
|
184K
$3.86M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.5K- 42.11% |
$240K - $255K
|
15.9K
$332K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.81K- 13.24% |
$121K - $128K
|
38.1K
$799K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.06% |
$20.8 - $22.1
|
1.68K
$35.3K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-208K- 7.55% |
$4.33M - $4.59M
|
2.55M
$53.4M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-825- 0.22% |
$17.2K - $18.2K
|
380K
$7.96M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.03K- 2.26% |
$21.4K - $22.7K
|
44.5K
$932K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
91+ 0.24% |
$1.89K - $2.01K
|
37.4K
$785K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-126- 35.0% |
$2.62K - $2.78K
|
234
$4.91K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.2K+ 57.65% |
$567K - $601K
|
74.4K
$1.56M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.3K+ 128.35% |
$380K - $403K
|
32.5K
$682K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.2K- 1.11% |
$45.9K - $48.7K
|
197K
$4.12M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-191- 1.41% |
$3.98K - $4.22K
|
13.4K
$281K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.5K+ 0.59% |
$760K - $806K
|
6.18M
$130M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
290+ 0.59% |
$6.04K - $6.4K
|
49.4K
$1.04M
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
125New |
$2.6K - $2.76K
|
125
$2.62K
|