Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PID)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PID) 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
248New |
$4.43K - $4.43K
|
248
$4.43K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-487- 0.42% |
$8.69K - $8.69K
|
115K
$2.06M
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
102+ 12.64% |
$1.82K - $1.82K
|
909
$16.2K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
32.7K+ 3.61% |
$584K - $584K
|
938K
$16.8M
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-37K- 25.25% |
$660K - $660K
|
110K
$1.95M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.84K- 9.8% |
$86.4K - $86.4K
|
44.6K
$795K
|
|
Q2 2024 | |||||||
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
12.5KNew |
$216K - $235K
|
12.5K
$223K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.04K- 5.41% |
$18K - $19.6K
|
18.2K
$324K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-536- 27.76% |
$9.29K - $10.1K
|
1.4K
$24.9K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70.9KNew |
$1.23M - $1.34M
|
70.9K
$1.27M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21New |
$364 - $396
|
21
$375
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.46K+ 1.55% |
$25.2K - $27.4K
|
95.2K
$1.7M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
58New |
$1.01K - $1.09K
|
58
$1.04K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.9K- 46.64% |
$483K - $526K
|
31.9K
$569K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18New |
$312 - $339
|
18
$321
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.01K+ 21.22% |
$52.1K - $56.7K
|
17.2K
$307K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.11K- 39.45% |
$19.3K - $21K
|
1.71K
$30.5K
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-449K- 97.69% |
$7.78M - $8.47M
|
10.6K
$189K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2KNew |
$34.7K - $37.7K
|
2K
$35.7K
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
500+ 2.29% |
$8.67K - $9.43K
|
22.3K
$398K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-8K- 22.61% |
$139K - $151K
|
27.4K
$489K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
314New |
$5.44K - $5.92K
|
314
$5.6K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
980New |
$17K - $18.5K
|
980
$17.5K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-536- 27.76% |
$9.29K - $10.1K
|
1.4K
$24.9K
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
13.9KNew |
$241K - $262K
|
13.9K
$248K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-165- 4.87% |
$2.86K - $3.11K
|
3.22K
$57.5K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.14KNew |
$37.2K - $40.4K
|
2.14K
$38.3K
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-117- 1.02% |
$2.03K - $2.21K
|
11.4K
$203K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 34.34% |
$95.3K - $104K
|
10.5K
$188K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-702- 68.69% |
$12.2K - $13.2K
|
320
$5.71K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
616New |
$10.7K - $11.6K
|
616
$11K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
867+ 1020.0% |
$15K - $16.4K
|
952
$17K
|
|
Q1 2024 | |||||||
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
225New |
$3.96K - $4.21K
|
225
$4.02K
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
10KNew |
$176K - $187K
|
10K
$179K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
39.4K+ 49.7% |
$692K - $737K
|
119K
$2.12M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
875+ 1.56% |
$15.4K - $16.4K
|
57K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.1K+ 33.08% |
$353K - $376K
|
80.9K
$1.44M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.69K- 42.18% |
$29.6K - $31.5K
|
2.31K
$41.2K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.4KNew |
$201K - $214K
|
11.4K
$204K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
39.7K+ 27.65% |
$697K - $742K
|
183K
$3.27M
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.65K- 23.2% |
$99.2K - $106K
|
18.7K
$334K
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-750- 2.98% |
$13.2K - $14K
|
24.4K
$436K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 3.7% |
$3.08K - $3.28K
|
4.55K
$81.3K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-156- 50.0% |
$2.74K - $2.92K
|
156
$2.78K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
429New |
$7.54K - $8.03K
|
429
$7.66K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-93- 0.18% |
$1.63K - $1.74K
|
51.9K
$926K
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.34K- 79.29% |
$23.6K - $25.1K
|
350
$6.25K
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-870- 7.96% |
$15.3K - $16.3K
|
10.1K
$180K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-375- 34.47% |
$6.59K - $7.02K
|
713
$12.7K
|