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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.66K+ 152.44% |
$89.9K - $96.3K
|
7.72K
$175K
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
126K+ 259.57% |
$2.44M - $2.61M
|
175K
$3.97M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 0.45% |
$1.93K - $2.07K
|
22.1K
$503K
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
21.3KNew |
$411K - $440K
|
21.3K
$484K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.4KNew |
$104K - $112K
|
5.4K
$123K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$19.3K - $20.7K
|
1K
$22.7K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-150- 0.74% |
$2.9K - $3.1K
|
20.1K
$457K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
324+ 0.39% |
$6.25K - $6.69K
|
84.5K
$1.92M
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-1.23K- 39.59% |
$23.8K - $25.5K
|
1.88K
$42.7K
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.54K+ 4.36% |
$107K - $114K
|
132K
$3.01M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41+ 0.16% |
$791 - $847
|
25.1K
$570K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.5K+ 7.5% |
$145K - $155K
|
107K
$2.44M
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.41KNew |
$104K - $112K
|
5.41K
$123K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.99K+ 30.48% |
$116K - $124K
|
25.7K
$583K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-110- 13.53% |
$2.12K - $2.27K
|
703
$16K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.34K+ 111.97% |
$64.5K - $69K
|
6.32K
$144K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 1.09% |
$193 - $207
|
925
$21K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-38- 0.25% |
$733 - $785
|
15.3K
$348K
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$19.3K - $20.7K
|
1K
$22.7K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.5KNew |
$280K - $300K
|
14.5K
$330K
|
|
Q1 2024 | |||||||
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
23.4KNew |
$457K - $502K
|
23.4K
$533K
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
17.4K+ 18.85% |
$338K - $372K
|
110K
$2.49M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10- 0.08% |
$195 - $214
|
12K
$273K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.2KNew |
$413K - $454K
|
21.2K
$482K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.25KNew |
$24.2K - $26.6K
|
1.25K
$28.3K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.47K- 1.59% |
$87K - $95.5K
|
276K
$6.28M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49K+ 256.41% |
$954K - $1.05M
|
68.1K
$1.55M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6K- 12.58% |
$117K - $128K
|
41.7K
$948K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-810- 76.49% |
$15.8K - $17.3K
|
249
$5.66K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.84K- 6.41% |
$35.7K - $39.3K
|
26.8K
$609K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-170- 68.0% |
$3.31K - $3.64K
|
80
$1.82K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-400- 3.23% |
$7.79K - $8.56K
|
12K
$272K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
572+ 9.16% |
$11.1K - $12.2K
|
6.82K
$155K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.51KNew |
$29.4K - $32.3K
|
1.51K
$34.4K
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 6.97% |
$19.5K - $21.4K
|
13.3K
$303K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-139- 94.56% |
$2.71K - $2.97K
|
8
$182
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-625- 19.99% |
$12.2K - $13.4K
|
2.5K
$56.9K
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-14.7K- 38.14% |
$286K - $314K
|
23.8K
$541K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119+ 1.02% |
$2.32K - $2.55K
|
11.8K
$269K
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
201+ 1.21% |
$3.91K - $4.3K
|
16.8K
$383K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1- -0.0% |
$19.5 - $21.4
|
25.2K
$572K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
201New |
$3.91K - $4.3K
|
201
$4.57K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.6K- 15.38% |
$50.7K - $55.7K
|
14.3K
$326K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.7KNew |
$365K - $401K
|
18.7K
$426K
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-122- 0.79% |
$2.38K - $2.61K
|
15.4K
$349K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1KNew |
$19.5K - $21.4K
|
1K
$22.7K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.03K+ 5.82% |
$59.1K - $64.9K
|
55.1K
$1.25M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
254New |
$4.95K - $5.43K
|
254
$5.77K
|
|
Q4 2023 | |||||||
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
52.5KNew |
$945K - $1.12M
|
52.5K
$1.19M
|