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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
369New |
$7.79K - $8.52K
|
369
$7.74K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-46.5K- 49.84% |
$980K - $1.07M
|
46.8K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-348- 2.18% |
$7.34K - $8.03K
|
15.6K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.2K- 65.71% |
$406K - $444K
|
10K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2K- 27.86% |
$42.2K - $46.2K
|
5.18K
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.46KNew |
$30.9K - $33.8K
|
1.46K
$30.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11KNew |
$233K - $255K
|
11K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.93K+ 20.16% |
$104K - $114K
|
29.4K
$616K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
299New |
$6.31K - $6.9K
|
299
$6.27K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
91.5KNew |
$1.93M - $2.11M
|
91.5K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
583+ 0.39% |
$12.3K - $13.5K
|
151K
$3.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.17KNew |
$24.8K - $27.1K
|
1.17K
$24.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.18KNew |
$67.1K - $73.4K
|
3.18K
$66.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
316New |
$6.67K - $7.29K
|
316
$6.63K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
707+ 0.72% |
$14.9K - $16.3K
|
99.4K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.22K- 37.68% |
$110K - $120K
|
8.63K
$181K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.07K+ 3.89% |
$191K - $209K
|
242K
$5.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.08% |
$63.3 - $69.2
|
281
$5.89K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-628- 1.51% |
$13.3K - $14.5K
|
41K
$859K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-14- 0.06% |
$295 - $323
|
25.2K
$528K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
53New |
$1.12K - $1.22K
|
53
$1.11K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
31.5KNew |
$665K - $727K
|
31.5K
$660K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-67- 0.08% |
$1.41K - $1.55K
|
84.4K
$1.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
121+ 0.22% |
$2.55K - $2.79K
|
53.9K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.5KNew |
$31.7K - $34.6K
|
1.5K
$31.5K
|
|
| Q3 2024 | |||||||
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.53K- 14.6% |
$49.1K - $55.5K
|
14.8K
$310K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1New |
$19.4 - $21.9
|
1
$21
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.14KNew |
$22.2K - $25K
|
1.14K
$23.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.8K- 48.81% |
$345K - $390K
|
18.6K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-310- 66.52% |
$6.01K - $6.8K
|
156
$3.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14.5KNew |
$282K - $319K
|
14.5K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
157K+ 1114.03% |
$3.05M - $3.45M
|
171K
$3.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
475New |
$9.22K - $10.4K
|
475
$9.96K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-607- 10.68% |
$11.8K - $13.3K
|
5.08K
$106K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.97K- 20.75% |
$77.1K - $87.1K
|
15.2K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
279+ 0.81% |
$5.41K - $6.12K
|
34.6K
$727K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
9.92KNew |
$192K - $218K
|
9.92K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.4KNew |
$27.2K - $30.7K
|
1.4K
$29.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
500+ 3.68% |
$9.7K - $11K
|
14.1K
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.6K+ 16.81% |
$1.06M - $1.2M
|
379K
$7.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-52- 0.02% |
$1.01K - $1.14K
|
268K
$5.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 55.04% |
$38.8K - $43.9K
|
1.63K
$34.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
16.6K+ 8.71% |
$321K - $363K
|
207K
$4.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.05% |
$19.4 - $21.9
|
2.02K
$42.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.01K- 8.04% |
$19.5K - $22K
|
11.5K
$241K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1KNew |
$19.3K - $20.7K
|
1K
$21K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.3% |
$19.3 - $20.7
|
332
$6.96K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
82New |
$1.58K - $1.69K
|
82
$1.72K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-13.8K- 51.83% |
$266K - $285K
|
12.8K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.8K+ 178.39% |
$1.1M - $1.17M
|
88.7K
$1.86M
|
|