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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.38K- 31.56% |
$28.4K - $30.5K
|
3K
$57.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
280+ 48.95% |
$5.74K - $6.17K
|
852
$16.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.04KNew |
$62.4K - $67.1K
|
3.04K
$57.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-53- 34.87% |
$1.09K - $1.17K
|
99
$1.88K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
96.1K+ 822.17% |
$1.97M - $2.12M
|
108K
$2.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 1.09% |
$267 - $287
|
1.2K
$22.9K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-17.7K- 44.64% |
$362K - $389K
|
21.9K
$417K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.32K- 15.7% |
$68.2K - $73.3K
|
17.8K
$340K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8+ 0.06% |
$164 - $176
|
13.9K
$264K
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$3.78K - $4.17K
|
200
$3.81K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-188- 87.44% |
$3.55K - $3.92K
|
27
$514
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.31KNew |
$43.6K - $48.1K
|
2.31K
$43.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.2K+ 28.84% |
$60.5K - $66.8K
|
14.3K
$272K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.5KNew |
$43.6K - $49.2K
|
2.5K
$47.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.74K- 12.62% |
$30.3K - $34.3K
|
12K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-280- 2.48% |
$4.88K - $5.51K
|
11K
$209K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
760New |
$13.2K - $15K
|
760
$14.5K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.91KNew |
$53.5K - $59.6K
|
2.91K
$55.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 1.43% |
$91.9 - $102
|
354
$6.74K
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
344New |
$6.32K - $7.05K
|
344
$6.55K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
982New |
$18K - $20.1K
|
982
$18.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 1.49% |
$55.1 - $61.5
|
204
$3.88K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-3.09K- 20.34% |
$56.8K - $63.3K
|
12.1K
$230K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-11.1K- 88.49% |
$204K - $228K
|
1.45K
$27.5K
|
|
| 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
|
Lansing Street Advisors
|
BUY
|
- |
25+ 0.55% |
$447 - $489
|
4.61K
$87.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
34.5KNew |
$616K - $674K
|
34.5K
$657K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-426- 0.82% |
$7.61K - $8.32K
|
51.7K
$984K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.52KNew |
$62.9K - $68.8K
|
3.52K
$67K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51+ 0.46% |
$911 - $997
|
11.2K
$214K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.2KNew |
$268K - $293K
|
15.2K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.3K- 69.63% |
$93.2K - $102K
|
2.31K
$44K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-297- 18.3% |
$5.22K - $5.71K
|
1.33K
$25.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.49KNew |
$26.2K - $28.7K
|
1.49K
$28.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12.2KNew |
$214K - $234K
|
12.2K
$232K
|
|
| 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
$23.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
831New |
$13.2K - $15.2K
|
831
$15.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59New |
$935 - $1.08K
|
59
$1.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.45K- 18.92% |
$38.8K - $44.8K
|
10.5K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.11K- 10.08% |
$33.4K - $38.6K
|
18.8K
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
496New |
$7.86K - $9.07K
|
496
$9.44K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.13% |
$15.8 - $18.3
|
762
$14.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$184K - $212K
|
11.6K
$221K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.62K- 13.85% |
$25.6K - $29.6K
|
10.1K
$192K
|
|
| Q3 2022 | |||||||
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-523- 6.6% |
$8.57K - $10.2K
|
7.4K
$141K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
36+ 1.97% |
$590 - $700
|
1.87K
$35.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.35K- 9.29% |
$22.2K - $26.3K
|
13.2K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
16.2KNew |
$265K - $315K
|
16.2K
$308K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 2.49% |
$262 - $311
|
658
$12.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
218+ 15.48% |
$3.57K - $4.24K
|
1.63K
$31K
|
|