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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$33.4 - $37
|
16.2K
$669K
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-9.64K- 29.87% |
$322K - $357K
|
22.6K
$934K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
405New |
$13.5K - $15K
|
405
$16.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-165- 47.14% |
$5.51K - $6.11K
|
185
$7.63K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-75- 42.86% |
$2.5K - $2.78K
|
100
$4.13K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
781New |
$26.1K - $28.9K
|
781
$32.2K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
150+ 35.97% |
$5.1K - $5.42K
|
567
$23.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
127+ 1.86% |
$4.32K - $4.59K
|
6.96K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
979New |
$33.3K - $35.4K
|
979
$40.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-957- 3.43% |
$32.6K - $34.6K
|
26.9K
$1.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-250- 8.82% |
$8.51K - $9.03K
|
2.59K
$107K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
25.2KNew |
$857K - $910K
|
25.2K
$1.04M
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1K- 14.8% |
$32.9K - $36.6K
|
5.76K
$237K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
547New |
$18K - $20K
|
547
$22.6K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
518New |
$17K - $19K
|
518
$21.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-343- 5.57% |
$11.3K - $12.6K
|
5.82K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.78KNew |
$190K - $211K
|
5.78K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.26KNew |
$41.3K - $45.9K
|
1.26K
$51.8K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
275New |
$9.04K - $10.1K
|
275
$11.3K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.05KNew |
$34.4K - $38.3K
|
1.05K
$43.2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$3.29K - $3.66K
|
100
$4.13K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
152+ 19.36% |
$5K - $5.56K
|
937
$38.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90New |
$2.96K - $3.29K
|
90
$3.71K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-999- 95.69% |
$32.8K - $36.6K
|
45
$1.86K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-620- 55.36% |
$20.4K - $22.7K
|
500
$20.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
547New |
$18K - $20K
|
547
$22.6K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
300New |
$8.56K - $10.3K
|
300
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
656New |
$18.7K - $22.5K
|
656
$27.1K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-187Closed |
$5.34K - $6.43K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
18KNew |
$514K - $619K
|
18K
$743K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
150New |
$4.28K - $5.16K
|
150
$6.19K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.5K- 50.0% |
$42.8K - $51.6K
|
1.5K
$61.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
70New |
$2K - $2.41K
|
70
$2.89K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200New |
$5.71K - $6.87K
|
200
$8.25K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
60New |
$1.71K - $2.06K
|
60
$2.48K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
11.5KNew |
$326K - $401K
|
11.5K
$474K
|
|
|
Nov 03, 2022
Q3 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
400New |
$11.3K - $14K
|
400
$16.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.46K+ 488.0% |
$41.5K - $51.1K
|
1.76K
$72.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.35KClosed |
$40.7K - $49.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-195Closed |
$5.89K - $7.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-26.9KClosed |
$812K - $992K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.23KNew |
$37K - $45.2K
|
1.23K
$50.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-280Closed |
$8.46K - $10.3K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
16.7KNew |
$505K - $616K
|
16.7K
$689K
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.94K- 25.52% |
$119K - $145K
|
11.5K
$474K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$123K - $150K
|
4.06K
$168K
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-13.3K- 60.8% |
$402K - $491K
|
8.58K
$354K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-225Closed |
$6.8K - $8.3K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.4KClosed |
$42.3K - $51.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-65Closed |
$2.23K - $2.8K
|
0
$0
|
|