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 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-808- 62.78% |
$15.6K - $16.7K
|
479
$10K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.2K- 42.59% |
$448K - $480K
|
31.3K
$656K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.56K- 4.06% |
$49.4K - $52.8K
|
60.4K
$1.27M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.49K- 38.16% |
$125K - $134K
|
10.5K
$220K
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
21.3KNew |
$411K - $440K
|
21.3K
$446K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.4KNew |
$104K - $112K
|
5.4K
$113K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$19.3K - $20.7K
|
1K
$21K
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-1.23K- 39.59% |
$23.8K - $25.5K
|
1.88K
$39.4K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.41KNew |
$104K - $112K
|
5.41K
$113K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.99K+ 30.48% |
$116K - $124K
|
25.7K
$538K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-110- 13.53% |
$2.12K - $2.27K
|
703
$14.7K
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$19.3K - $20.7K
|
1K
$21K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-38- 0.25% |
$733 - $785
|
15.3K
$321K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.5KNew |
$280K - $300K
|
14.5K
$304K
|
|
Q1 2024 | |||||||
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
23.4KNew |
$457K - $502K
|
23.4K
$492K
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
17.4K+ 18.85% |
$338K - $372K
|
110K
$2.3M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10- 0.08% |
$195 - $214
|
12K
$252K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.25KNew |
$24.2K - $26.6K
|
1.25K
$26.1K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.47K- 1.59% |
$87K - $95.5K
|
276K
$5.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49K+ 256.41% |
$954K - $1.05M
|
68.1K
$1.43M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6K- 12.58% |
$117K - $128K
|
41.7K
$874K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.84K- 6.41% |
$35.7K - $39.3K
|
26.8K
$562K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
572+ 9.16% |
$11.1K - $12.2K
|
6.82K
$143K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-400- 3.23% |
$7.79K - $8.56K
|
12K
$251K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-170- 68.0% |
$3.31K - $3.64K
|
80
$1.68K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.51KNew |
$29.4K - $32.3K
|
1.51K
$31.7K
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 6.97% |
$19.5K - $21.4K
|
13.3K
$280K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-139- 94.56% |
$2.71K - $2.97K
|
8
$168
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-14.7K- 38.14% |
$286K - $314K
|
23.8K
$499K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-625- 19.99% |
$12.2K - $13.4K
|
2.5K
$52.5K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119+ 1.02% |
$2.32K - $2.55K
|
11.8K
$248K
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
201+ 1.21% |
$3.91K - $4.3K
|
16.8K
$353K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
201New |
$3.91K - $4.3K
|
201
$4.21K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.6K- 15.38% |
$50.7K - $55.7K
|
14.3K
$300K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.7KNew |
$365K - $401K
|
18.7K
$393K
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-122- 0.79% |
$2.38K - $2.61K
|
15.4K
$322K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1KNew |
$19.5K - $21.4K
|
1K
$21K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.03K+ 5.82% |
$59.1K - $64.9K
|
55.1K
$1.16M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
254New |
$4.95K - $5.43K
|
254
$5.33K
|
|
Q4 2023 | |||||||
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-35.3KClosed |
$636K - $752K
|
0
$0
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
52.5KNew |
$945K - $1.12M
|
52.5K
$1.1M
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
641New |
$11.5K - $13.6K
|
641
$13.4K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.79KNew |
$50.3K - $59.4K
|
2.79K
$58.6K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10K+ 85.38% |
$181K - $213K
|
21.8K
$457K
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
2KNew |
$36K - $42.6K
|
2K
$41.9K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-483- 3.86% |
$8.69K - $10.3K
|
12K
$252K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.8KNew |
$429K - $507K
|
23.8K
$500K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-271- 46.56% |
$4.88K - $5.77K
|
311
$6.52K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-20K- 95.54% |
$360K - $426K
|
934
$19.6K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-531- 3.75% |
$9.56K - $11.3K
|
13.6K
$286K
|