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 |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-134- 0.6% |
$2.36K - $2.51K
|
22.1K
$395K
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
7.8K+ 12.69% |
$137K - $146K
|
69.3K
$1.24M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.17K- 1.1% |
$73.3K - $78.1K
|
374K
$6.67M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-91.9K- 18.8% |
$1.62M - $1.72M
|
397K
$7.09M
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.9K+ 17.16% |
$68.6K - $73.1K
|
26.7K
$476K
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
311+ 1.49% |
$5.47K - $5.82K
|
21.2K
$378K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-274K- 70.23% |
$4.83M - $5.14M
|
116K
$2.08M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
635New |
$11.2K - $11.9K
|
635
$11.3K
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 15.84% |
$53K - $56.4K
|
16K
$286K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
10.4K+ 17.85% |
$182K - $194K
|
68.5K
$1.22M
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-29.4K- 2.89% |
$516K - $550K
|
986K
$17.6M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
750New |
$13.2K - $14K
|
750
$13.4K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
52+ 0.2% |
$914 - $973
|
26.5K
$472K
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
14.3KNew |
$252K - $268K
|
14.3K
$256K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
104+ 0.95% |
$1.83K - $1.95K
|
11K
$197K
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-225- 0.45% |
$3.96K - $4.21K
|
49.9K
$890K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-92.3K- 71.47% |
$1.62M - $1.73M
|
36.8K
$657K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11KNew |
$193K - $206K
|
11K
$196K
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
180+ 1.59% |
$3.16K - $3.37K
|
11.5K
$205K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 1.7% |
$18.8K - $20.1K
|
62K
$1.11M
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-257- 0.45% |
$4.52K - $4.81K
|
57.1K
$1.02M
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
516+ 0.31% |
$9.07K - $9.66K
|
164K
$2.93M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.55K- 94.81% |
$27.3K - $29.1K
|
85
$1.52K
|
|
Q4 2023 | |||||||
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.29KNew |
$116K - $135K
|
7.29K
$130K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.44K- 11.6% |
$38.7K - $45.2K
|
18.6K
$332K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-72- 0.1% |
$1.14K - $1.33K
|
71.4K
$1.27M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-46- 0.23% |
$730 - $852
|
20K
$357K
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
10KNew |
$159K - $185K
|
10K
$179K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1Closed |
$15.9 - $18.5
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
6KNew |
$95.2K - $111K
|
6K
$107K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.78K- 98.39% |
$75.8K - $88.5K
|
78
$1.39K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.9KNew |
$221K - $258K
|
13.9K
$249K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-54- 69.23% |
$856 - $1K
|
24
$428
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
211KNew |
$3.35M - $3.91M
|
211K
$3.77M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.5K- 75.83% |
$119K - $139K
|
2.39K
$42.7K
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
275New |
$4.36K - $5.1K
|
275
$4.91K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
310New |
$4.92K - $5.74K
|
310
$5.53K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16K+ 36.23% |
$254K - $297K
|
60.2K
$1.08M
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.22KNew |
$66.9K - $78.2K
|
4.22K
$75.3K
|
|
Feb 06, 2024
Q4 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.21KNew |
$19.2K - $22.5K
|
1.21K
$21.6K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
65New |
$1.03K - $1.2K
|
65
$1.16K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-335- 4.95% |
$5.31K - $6.21K
|
6.44K
$115K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
229+ 1.85% |
$3.63K - $4.24K
|
12.6K
$225K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-580- 40.33% |
$9.2K - $10.7K
|
858
$15.3K
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
14.6KNew |
$232K - $271K
|
14.6K
$261K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.66K- 20.72% |
$58K - $67.7K
|
14K
$250K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11+ 0.54% |
$174 - $204
|
2.07K
$36.9K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
151New |
$2.39K - $2.8K
|
151
$2.7K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
35.4KNew |
$561K - $656K
|
35.4K
$632K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
126New |
$2K - $2.33K
|
126
$2.25K
|