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 |
---|---|---|---|---|---|---|---|
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 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
314New |
$5.44K - $5.92K
|
314
$5.6K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-8K- 22.61% |
$139K - $151K
|
27.4K
$489K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
980New |
$17K - $18.5K
|
980
$17.5K
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
13.9KNew |
$241K - $262K
|
13.9K
$248K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.14KNew |
$37.2K - $40.4K
|
2.14K
$38.3K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 34.34% |
$95.3K - $104K
|
10.5K
$188K
|
|
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 | |||||||
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
59New |
$1.04K - $1.1K
|
59
$1.05K
|
|
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
|
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 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
39.4K+ 49.7% |
$692K - $737K
|
119K
$2.12M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.4KNew |
$201K - $214K
|
11.4K
$204K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.69K- 42.18% |
$29.6K - $31.5K
|
2.31K
$41.2K
|
|
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
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-156- 50.0% |
$2.74K - $2.92K
|
156
$2.78K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 3.7% |
$3.08K - $3.28K
|
4.55K
$81.3K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
429New |
$7.54K - $8.03K
|
429
$7.66K
|
|
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
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-6.49K- 14.5% |
$114K - $121K
|
38.3K
$683K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
14.3KNew |
$252K - $268K
|
14.3K
$256K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
750New |
$13.2K - $14K
|
750
$13.4K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
104+ 0.95% |
$1.83K - $1.95K
|
11K
$197K
|
|
Q4 2023 | |||||||
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.15% |
$15.9 - $18.5
|
684
$12.2K
|
|
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
|
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 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 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.9KNew |
$221K - $258K
|
13.9K
$249K
|
|
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
|
Advisory Services Network, LLC
|
BUY
|
- |
310New |
$4.92K - $5.74K
|
310
$5.53K
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
275New |
$4.36K - $5.1K
|
275
$4.91K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16K+ 36.23% |
$254K - $297K
|
60.2K
$1.08M
|
|
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 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 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
151New |
$2.39K - $2.8K
|
151
$2.7K
|