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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
52.5KNew |
$945K - $1.12M
|
52.5K
$1.2M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
641New |
$11.5K - $13.6K
|
641
$14.7K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.79KNew |
$50.3K - $59.4K
|
2.79K
$64.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
2KNew |
$36K - $42.6K
|
2K
$45.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10K+ 85.38% |
$181K - $213K
|
21.8K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
273+ 2.65% |
$4.91K - $5.81K
|
10.6K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.8KNew |
$375K - $443K
|
20.8K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-296K- 39.01% |
$5.33M - $6.31M
|
463K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-483- 3.86% |
$8.69K - $10.3K
|
12K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.8KNew |
$429K - $507K
|
23.8K
$547K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-531- 3.75% |
$9.56K - $11.3K
|
13.6K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-20K- 95.54% |
$360K - $426K
|
934
$21.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-271- 46.56% |
$4.88K - $5.77K
|
311
$7.13K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8New |
$144 - $170
|
8
$184
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.58K- 38.18% |
$118K - $140K
|
10.7K
$244K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.5K- 19.51% |
$44.9K - $53.1K
|
10.3K
$236K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-962- 5.05% |
$17.3K - $20.5K
|
18.1K
$415K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22.1KNew |
$397K - $469K
|
22.1K
$506K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
798New |
$14.4K - $17K
|
798
$18.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12.6K- 37.81% |
$227K - $268K
|
20.7K
$475K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
11.8KNew |
$212K - $251K
|
11.8K
$271K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-255- 20.32% |
$4.85K - $5.3K
|
1K
$22.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
28.7KNew |
$545K - $596K
|
28.7K
$658K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
240New |
$4.56K - $4.99K
|
240
$5.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.3KNew |
$43.7K - $47.8K
|
2.3K
$52.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5KNew |
$28.5K - $31.2K
|
1.5K
$34.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.84K- 8.03% |
$72.9K - $79.7K
|
43.9K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
28KNew |
$533K - $582K
|
28K
$643K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
222+ 1.54% |
$4.22K - $4.62K
|
14.7K
$336K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-440- 59.46% |
$8.36K - $9.15K
|
300
$6.88K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
222New |
$4.22K - $4.62K
|
222
$5.09K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1KNew |
$19K - $20.8K
|
1K
$22.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1New |
$19 - $20.8
|
1
$22.9
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
47+ 0.39% |
$893 - $977
|
12.3K
$281K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
600New |
$11.4K - $12.5K
|
600
$13.8K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-500- 59.52% |
$9.51K - $10.4K
|
340
$7.8K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
370New |
$6.76K - $7.46K
|
370
$8.49K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
25+ 62.5% |
$457 - $504
|
65
$1.49K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
86New |
$1.57K - $1.73K
|
86
$1.97K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11KNew |
$201K - $222K
|
11K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
11.5KNew |
$211K - $232K
|
11.5K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3.25K- 17.26% |
$59.4K - $65.5K
|
15.6K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1KNew |
$18.3K - $20.2K
|
1K
$22.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
500New |
$9.14K - $10.1K
|
500
$11.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4New |
$73.1 - $80.6
|
4
$91.8
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1.68KNew |
$30.7K - $33.8K
|
1.68K
$38.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
38KNew |
$695K - $766K
|
38K
$872K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.24K- 19.38% |
$169K - $186K
|
38.4K
$882K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
990New |
$18.1K - $19.9K
|
990
$22.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.62% |
$18.3 - $20.2
|
163
$3.74K
|
|