Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PIE)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PIE) 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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
544New |
$10.5K - $11.3K
|
544
$11.6K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
351New |
$6.75K - $7.27K
|
351
$7.51K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
450New |
$8.65K - $9.32K
|
450
$9.63K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.2% |
$19.2 - $20.7
|
503
$10.8K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-39- 9.87% |
$733 - $853
|
356
$7.62K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.15K+ 17.19% |
$40.5K - $47.1K
|
14.7K
$314K
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
123KNew |
$2.31M - $2.69M
|
123K
$2.63M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.21M+ 1186290.25% |
$136M - $158M
|
7.21M
$154M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.1K- 10.2% |
$359K - $417K
|
168K
$3.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.4K+ 2.63% |
$214K - $249K
|
444K
$9.49M
|
|
Q2 2024 | |||||||
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.73KNew |
$199K - $214K
|
9.73K
$208K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27- 20.3% |
$554 - $595
|
106
$2.27K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
200New |
$4.1K - $4.41K
|
200
$4.28K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.04KNew |
$62.4K - $67.1K
|
3.04K
$65.1K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
280+ 48.95% |
$5.74K - $6.17K
|
852
$18.2K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
336+ 2.57% |
$6.89K - $7.41K
|
13.4K
$287K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-53- 34.87% |
$1.09K - $1.17K
|
99
$2.12K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
96.1K+ 822.17% |
$1.97M - $2.12M
|
108K
$2.31M
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 1.09% |
$267 - $287
|
1.2K
$25.7K
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8+ 0.06% |
$164 - $176
|
13.9K
$296K
|
|
Q1 2024 | |||||||
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$3.78K - $4.17K
|
200
$4.28K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-188- 87.44% |
$3.55K - $3.92K
|
27
$578
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.2K+ 28.84% |
$60.5K - $66.8K
|
14.3K
$306K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.31KNew |
$43.6K - $48.1K
|
2.31K
$49.4K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.74K- 12.62% |
$30.3K - $34.3K
|
12K
$258K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-280- 2.48% |
$4.88K - $5.51K
|
11K
$235K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
760New |
$13.2K - $15K
|
760
$16.3K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 1.43% |
$91.9 - $102
|
354
$7.58K
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
344New |
$6.32K - $7.05K
|
344
$7.36K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
982New |
$18K - $20.1K
|
982
$21K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 1.49% |
$55.1 - $61.5
|
204
$4.37K
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-3.09K- 20.34% |
$56.8K - $63.3K
|
12.1K
$259K
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-11.1K- 88.49% |
$204K - $228K
|
1.45K
$30.9K
|
|
Q2 2023 | |||||||
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.06KClosed |
$72.4K - $79.2K
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
34.5KNew |
$616K - $674K
|
34.5K
$738K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
25+ 0.55% |
$447 - $489
|
4.61K
$98.7K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-426- 0.82% |
$7.61K - $8.32K
|
51.7K
$1.11M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.52KNew |
$62.9K - $68.8K
|
3.52K
$75.3K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51+ 0.46% |
$911 - $997
|
11.2K
$240K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.3K- 69.63% |
$93.2K - $102K
|
2.31K
$49.4K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.2KNew |
$268K - $293K
|
15.2K
$326K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-297- 18.3% |
$5.22K - $5.71K
|
1.33K
$28.4K
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12.2KNew |
$214K - $234K
|
12.2K
$261K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
751+ 151.11% |
$11.9K - $13.7K
|
1.25K
$26.7K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.45K- 18.92% |
$38.8K - $44.8K
|
10.5K
$225K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59New |
$935 - $1.08K
|
59
$1.26K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
831New |
$13.2K - $15.2K
|
831
$17.8K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.11K- 10.08% |
$33.4K - $38.6K
|
18.8K
$403K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
496New |
$7.86K - $9.07K
|
496
$10.6K
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$184K - $212K
|
11.6K
$249K
|