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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11+ 0.54% |
$174 - $204
|
2.07K
$36.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
126New |
$2K - $2.33K
|
126
$2.25K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.18K+ 13.42% |
$114K - $133K
|
60.7K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
190New |
$3.01K - $3.52K
|
190
$3.39K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.67K+ 3030.91% |
$26.4K - $30.9K
|
1.72K
$30.7K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.5KNew |
$225K - $249K
|
13.5K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.66K- 2.46% |
$27.8K - $30.8K
|
65.9K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-104KClosed |
$1.74M - $1.93M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.07K- 23.14% |
$101K - $112K
|
20.2K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.38K- 31.38% |
$39.8K - $44K
|
5.21K
$92.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.9KNew |
$183K - $202K
|
10.9K
$195K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-690- 0.72% |
$11.5K - $12.8K
|
95K
$1.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
278+ 302.17% |
$4.65K - $5.14K
|
370
$6.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-448- 2.85% |
$7.49K - $8.28K
|
15.3K
$272K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
500New |
$8.36K - $9.24K
|
500
$8.93K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-140- 0.92% |
$2.34K - $2.59K
|
15K
$268K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-469- 0.64% |
$7.84K - $8.67K
|
72.6K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
36New |
$602 - $665
|
36
$643
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-103- 8.76% |
$1.8K - $1.9K
|
1.07K
$19.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
24.5KNew |
$427K - $453K
|
24.5K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-37.5K- 4.01% |
$653K - $692K
|
898K
$16M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.15K+ 30.2% |
$54.9K - $58.2K
|
13.6K
$242K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-885- 63.9% |
$15.4K - $16.3K
|
500
$8.93K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.37K- 1.26% |
$23.8K - $25.3K
|
108K
$1.92M
|
|
|
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
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
575New |
$9.4K - $10K
|
575
$10.3K
|
|
|
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
|
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
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
800New |
$13.1K - $14K
|
800
$14.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.3KNew |
$21.3K - $22.7K
|
1.3K
$23.2K
|
|
|
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
|
|