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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19- 0.15% |
$747 - $819
|
12.3K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$39.3 - $43.1
|
11.1K
$459K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.32K+ 13.09% |
$209K - $229K
|
46K
$1.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-18.8K- 12.91% |
$740K - $811K
|
127K
$5.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.02% |
$39.3 - $43.1
|
4.01K
$165K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
285New |
$11.2K - $12.3K
|
285
$11.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.83KNew |
$72K - $78.9K
|
1.83K
$75.5K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-300- 20.37% |
$12K - $13.1K
|
1.17K
$48.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28New |
$1.12K - $1.22K
|
28
$1.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
196+ 46.45% |
$7.85K - $8.53K
|
618
$25.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-8.36K- 74.34% |
$335K - $364K
|
2.89K
$119K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.44% |
$40 - $43.5
|
230
$9.49K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 30.27% |
$52K - $56.6K
|
3K
$124K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 600.0% |
$240 - $261
|
7
$289
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3+ 0.66% |
$120 - $131
|
456
$18.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
232New |
$9.29K - $10.1K
|
232
$9.57K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
418New |
$16.7K - $18.2K
|
418
$17.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
305New |
$12.2K - $13.3K
|
305
$12.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.5% |
$80.1 - $87.1
|
402
$16.6K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-196- 31.51% |
$7.39K - $8.45K
|
426
$17.6K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
774New |
$29.2K - $33.4K
|
774
$31.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
533+ 4.57% |
$20.1K - $23K
|
12.2K
$503K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-290- 1.52% |
$10.9K - $12.5K
|
18.8K
$776K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
8.21KNew |
$309K - $354K
|
8.21K
$338K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
3.53KNew |
$133K - $152K
|
3.53K
$145K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.7KNew |
$440K - $502K
|
11.7K
$481K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
574New |
$21.7K - $24.7K
|
574
$23.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-27- 5.43% |
$1.02K - $1.16K
|
470
$19.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.58KNew |
$59.4K - $67.9K
|
1.58K
$65K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-17.4K- 78.13% |
$657K - $751K
|
4.88K
$201K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-424- 64.93% |
$16K - $18.3K
|
229
$9.45K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
55New |
$1.73K - $2.18K
|
55
$2.27K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.14K+ 98.84% |
$193K - $243K
|
12.4K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.78KNew |
$181K - $229K
|
5.78K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-600- 17.22% |
$18.8K - $23.8K
|
2.88K
$119K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
58New |
$1.82K - $2.3K
|
58
$2.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
358New |
$11.2K - $14.2K
|
358
$14.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
205New |
$6.43K - $8.12K
|
205
$8.46K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
493New |
$15.5K - $19.5K
|
493
$20.3K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
32New |
$1K - $1.27K
|
32
$1.32K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-776- 19.55% |
$24.3K - $30.8K
|
3.19K
$132K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 33.33% |
$12.5K - $15.9K
|
1.6K
$66K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-25- 5.88% |
$784 - $991
|
400
$16.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 31.08% |
$722 - $911
|
97
$4K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.51KNew |
$50.3K - $55.7K
|
1.51K
$62.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.47KNew |
$116K - $129K
|
3.47K
$143K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
630New |
$21K - $23.3K
|
630
$26K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-383- 96.72% |
$12.8K - $14.2K
|
13
$536
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100New |
$3.34K - $3.7K
|
100
$4.13K
|
|