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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-15.2K- 67.96% |
$265K - $281K
|
7.18K
$128K
|
|
Q1 2023 | |||||||
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-735- 48.04% |
$12.3K - $13.3K
|
795
$14.2K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$417 - $451
|
25
$446
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.8KNew |
$248K - $268K
|
14.8K
$265K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
14New |
$234 - $253
|
14
$250
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.11KNew |
$18.6K - $20.1K
|
1.11K
$19.8K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
3.19KNew |
$53.2K - $57.5K
|
3.19K
$56.9K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
84K+ 17.09% |
$1.4M - $1.52M
|
576K
$10.3M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.29K- 12.61% |
$21.4K - $23.2K
|
8.91K
$159K
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-257K- 80.7% |
$4.28M - $4.64M
|
61.4K
$1.1M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-63- 63.0% |
$1.05K - $1.14K
|
37
$660
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-22.1K- 28.82% |
$369K - $400K
|
54.7K
$976K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
18.8KNew |
$313K - $339K
|
18.8K
$335K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
33.6KNew |
$550K - $588K
|
33.6K
$600K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2KNew |
$32.7K - $34.9K
|
2K
$35.7K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
575New |
$9.4K - $10K
|
575
$10.3K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.3KNew |
$21.3K - $22.7K
|
1.3K
$23.2K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
35+ 0.48% |
$572 - $611
|
7.39K
$132K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
65.1KNew |
$1.06M - $1.14M
|
65.1K
$1.16M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300New |
$4.91K - $5.24K
|
300
$5.36K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3KNew |
$21.3K - $22.7K
|
1.3K
$23.2K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
78New |
$1.28K - $1.36K
|
78
$1.39K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.3KNew |
$21.3K - $22.7K
|
1.3K
$23.2K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
800New |
$13.1K - $14K
|
800
$14.3K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
458New |
$7.49K - $8K
|
458
$8.18K
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
1.27KNew |
$20.8K - $22.2K
|
1.27K
$22.7K
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
783+ 2.99% |
$12.8K - $13.7K
|
27K
$482K
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.63K+ 1.36% |
$26.6K - $28.4K
|
122K
$2.17M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.33KNew |
$21.7K - $23.1K
|
1.33K
$23.7K
|
|
Q3 2022 | |||||||
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
98KNew |
$1.54M - $1.79M
|
98K
$1.75M
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-5.07K- 2.74% |
$79.4K - $92.4K
|
180K
$3.21M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
14.8K+ 31.37% |
$232K - $270K
|
61.9K
$1.11M
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-51.9K- 17.02% |
$813K - $945K
|
253K
$4.51M
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.94KNew |
$30.5K - $35.4K
|
1.94K
$34.7K
|
|
Q2 2022 | |||||||
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-36KClosed |
$607K - $715K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-168- 1.65% |
$2.83K - $3.33K
|
10K
$179K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-662Closed |
$11.2K - $13.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.18K- 78.42% |
$36.7K - $43.3K
|
600
$10.7K
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
74.2KNew |
$1.25M - $1.47M
|
74.2K
$1.32M
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.15KNew |
$19.4K - $22.8K
|
1.15K
$20.5K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
185KNew |
$3.12M - $3.68M
|
185K
$3.31M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13KNew |
$219K - $258K
|
13K
$232K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-366KClosed |
$6.16M - $7.26M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
880New |
$14.8K - $17.5K
|
880
$15.7K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
949New |
$16K - $18.8K
|
949
$16.9K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
30.3KNew |
$511K - $601K
|
30.3K
$541K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-126- 15.75% |
$2.12K - $2.5K
|
674
$12K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-46.9KClosed |
$791K - $931K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-500Closed |
$8.43K - $9.92K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-823Closed |
$13.9K - $16.3K
|
0
$0
|