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 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8New |
$144 - $170
|
8
$168
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.58K- 38.18% |
$118K - $140K
|
10.7K
$223K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.5K- 19.51% |
$44.9K - $53.1K
|
10.3K
$216K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-962- 5.05% |
$17.3K - $20.5K
|
18.1K
$379K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
798New |
$14.4K - $17K
|
798
$16.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12.6K- 37.81% |
$227K - $268K
|
20.7K
$434K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
11.8KNew |
$212K - $251K
|
11.8K
$247K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-255- 20.32% |
$4.85K - $5.3K
|
1K
$21K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.3KNew |
$43.7K - $47.8K
|
2.3K
$48.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
240New |
$4.56K - $4.99K
|
240
$5.03K
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
28.7KNew |
$545K - $596K
|
28.7K
$601K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5KNew |
$28.5K - $31.2K
|
1.5K
$31.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
28KNew |
$533K - $582K
|
28K
$587K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
222+ 1.54% |
$4.22K - $4.62K
|
14.7K
$307K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-440- 59.46% |
$8.36K - $9.15K
|
300
$6.29K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1New |
$19 - $20.8
|
1
$21
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
47+ 0.39% |
$893 - $977
|
12.3K
$257K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
600New |
$11.4K - $12.5K
|
600
$12.6K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-500- 59.52% |
$9.51K - $10.4K
|
340
$7.13K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
370New |
$6.76K - $7.46K
|
370
$7.76K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
25+ 62.5% |
$457 - $504
|
65
$1.36K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
86New |
$1.57K - $1.73K
|
86
$1.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
500New |
$9.14K - $10.1K
|
500
$10.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1KNew |
$18.3K - $20.2K
|
1K
$21K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
11.5KNew |
$211K - $232K
|
11.5K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11KNew |
$201K - $222K
|
11K
$231K
|
|
|
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
$327K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1.68KNew |
$30.7K - $33.8K
|
1.68K
$35.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4New |
$73.1 - $80.6
|
4
$83.9
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.24K- 19.38% |
$169K - $186K
|
38.4K
$806K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
38KNew |
$695K - $766K
|
38K
$797K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
990New |
$18.1K - $19.9K
|
990
$20.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.62% |
$18.3 - $20.2
|
163
$3.42K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-38.8K- 72.37% |
$709K - $781K
|
14.8K
$310K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-38K- 44.83% |
$694K - $765K
|
46.7K
$980K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 57.14% |
$1.83K - $2.01K
|
75
$1.57K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6+ 1.18% |
$110 - $121
|
514
$10.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.91K- 18.59% |
$34.9K - $38.5K
|
8.37K
$175K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.66K- 10.16% |
$48.5K - $53.5K
|
23.5K
$492K
|
|
| Q1 2023 | |||||||
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-12.3KClosed |
$231K - $267K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.1KClosed |
$20.8K - $24K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.08KNew |
$39.2K - $45.3K
|
2.08K
$43.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.6K- 38.5% |
$332K - $384K
|
28.2K
$591K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
27.3K+ 29.14% |
$514K - $594K
|
121K
$2.54M
|
|
|
May 12, 2023
Q1 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-49.1K- 6.05% |
$924K - $1.07M
|
762K
$16M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-194K- 99.2% |
$3.66M - $4.23M
|
1.57K
$32.9K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
10.2KNew |
$192K - $222K
|
10.2K
$214K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
15.4KNew |
$290K - $335K
|
15.4K
$322K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-80.3K- 71.24% |
$1.51M - $1.75M
|
32.4K
$680K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-109K- 49.74% |
$2.05M - $2.37M
|
110K
$2.31M
|
|