Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PIO)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PIO) 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 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-885- 10.79% |
$35.4K - $38.5K
|
7.32K
$308K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.13% |
$200 - $218
|
4K
$169K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.5% |
$80.1 - $87.1
|
402
$17K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.5K- 6.79% |
$773K - $884K
|
282K
$11.9M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-196- 31.51% |
$7.39K - $8.45K
|
426
$18K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
774New |
$29.2K - $33.4K
|
774
$32.6K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
533+ 4.57% |
$20.1K - $23K
|
12.2K
$515K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100- 5.0% |
$3.77K - $4.31K
|
1.9K
$80.2K
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
8.21KNew |
$309K - $354K
|
8.21K
$346K
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-290- 1.52% |
$10.9K - $12.5K
|
18.8K
$793K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-200- 3.68% |
$7.54K - $8.62K
|
5.24K
$221K
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
3.53KNew |
$133K - $152K
|
3.53K
$149K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.7KNew |
$440K - $502K
|
11.7K
$492K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
574New |
$21.7K - $24.7K
|
574
$24.2K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-27- 5.43% |
$1.02K - $1.16K
|
470
$19.8K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3K+ 21.96% |
$113K - $129K
|
16.7K
$703K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.58KNew |
$59.4K - $67.9K
|
1.58K
$66.4K
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-17.4K- 78.13% |
$657K - $751K
|
4.88K
$206K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-424- 64.93% |
$16K - $18.3K
|
229
$9.66K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
285New |
$10.8K - $12.3K
|
285
$12K
|
|
Q4 2023 | |||||||
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
55New |
$1.73K - $2.18K
|
55
$2.32K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.14K+ 98.84% |
$193K - $243K
|
12.4K
$521K
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.78KNew |
$181K - $229K
|
5.78K
$244K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
58New |
$1.82K - $2.3K
|
58
$2.45K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-600- 17.22% |
$18.8K - $23.8K
|
2.88K
$122K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
358New |
$11.2K - $14.2K
|
358
$15.1K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
205New |
$6.43K - $8.12K
|
205
$8.64K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
32New |
$1K - $1.27K
|
32
$1.35K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
493New |
$15.5K - $19.5K
|
493
$20.8K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-776- 19.55% |
$24.3K - $30.8K
|
3.19K
$135K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 33.33% |
$12.5K - $15.9K
|
1.6K
$67.5K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 31.08% |
$722 - $911
|
97
$4.09K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-25- 5.88% |
$784 - $991
|
400
$16.9K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.51KNew |
$50.3K - $55.7K
|
1.51K
$63.5K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
630New |
$21K - $23.3K
|
630
$26.6K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-383- 96.72% |
$12.8K - $14.2K
|
13
$548
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.47KNew |
$116K - $129K
|
3.47K
$146K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100New |
$3.34K - $3.7K
|
100
$4.22K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$33.4 - $37
|
16.2K
$684K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
405New |
$13.5K - $15K
|
405
$17.1K
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-9.64K- 29.87% |
$322K - $357K
|
22.6K
$955K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-165- 47.14% |
$5.51K - $6.11K
|
185
$7.8K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-75- 42.86% |
$2.5K - $2.78K
|
100
$4.22K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
781New |
$26.1K - $28.9K
|
781
$32.9K
|
|
Q2 2023 | |||||||
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
150+ 35.97% |
$5.1K - $5.42K
|
567
$23.9K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
979New |
$33.3K - $35.4K
|
979
$41.3K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
127+ 1.86% |
$4.32K - $4.59K
|
6.96K
$294K
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-280- 4.61% |
$9.53K - $10.1K
|
5.79K
$244K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-957- 3.43% |
$32.6K - $34.6K
|
26.9K
$1.13M
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-250- 8.82% |
$8.51K - $9.03K
|
2.59K
$109K
|