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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-19K- 67.84% |
$368K - $394K
|
9K
$206K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25.8KClosed |
$501K - $537K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.9KClosed |
$36.9K - $39.5K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26- 1.83% |
$504 - $540
|
1.4K
$32K
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
700New |
$13.6K - $14.5K
|
700
$16.1K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.8KNew |
$248K - $265K
|
12.8K
$293K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-22Closed |
$426 - $457
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.56K+ 63.93% |
$30.2K - $32.4K
|
4K
$91.8K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-100Closed |
$1.94K - $2.08K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.13KClosed |
$22.9K - $24.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.72KClosed |
$34.8K - $37.2K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
25New |
$506 - $541
|
25
$574
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-226Closed |
$4.58K - $4.89K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-33Closed |
$668 - $714
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7.33KNew |
$148K - $159K
|
7.33K
$168K
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-10Closed |
$203 - $216
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-24Closed |
$486 - $519
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-11Closed |
$223 - $238
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-17.4KClosed |
$300K - $356K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.84KNew |
$31.7K - $37.6K
|
1.84K
$42.2K
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-115KClosed |
$1.98M - $2.35M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
SELL
|
- |
-525Closed |
$9.04K - $10.7K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-122Closed |
$2.1K - $2.49K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-106- 1.08% |
$1.83K - $2.17K
|
9.71K
$223K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-1KClosed |
$14.3K - $17.6K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.5KClosed |
$151K - $185K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-35.4KClosed |
$508K - $623K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
750New |
$10.7K - $13.2K
|
750
$17.2K
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-623Closed |
$8.93K - $11K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-2.41KClosed |
$32.9K - $37K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-118Closed |
$1.62K - $1.81K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Barings LLC
|
SELL
|
- |
-17.4KClosed |
$238K - $267K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.05KClosed |
$28.1K - $31.6K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5KClosed |
$68.5K - $76.9K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-9.34KClosed |
$128K - $144K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-700Closed |
$9.58K - $10.8K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-12.8KClosed |
$175K - $197K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.45KClosed |
$19.9K - $22.3K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-8.5KClosed |
$116K - $131K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-8.41KClosed |
$104K - $139K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Xr Securities LLC
|
SELL
|
- |
-35.3KClosed |
$436K - $581K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.16KClosed |
$14.3K - $19.1K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.46KClosed |
$79.8K - $106K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-14KClosed |
$173K - $231K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-410Closed |
$5.06K - $6.75K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Bouchey Financial Group LTD
|
SELL
|
- |
-11.6KClosed |
$143K - $191K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$233K - $311K
|
18.9K
$433K
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-27.1K- 97.98% |
$302K - $523K
|
558
$12.8K
|
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-85.3KClosed |
$950K - $1.65M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-453KClosed |
$5.05M - $8.75M
|
0
$0
|