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 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-196- 31.51% |
$7.39K - $8.45K
|
426
$19.3K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
774New |
$29.2K - $33.4K
|
774
$35K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
533+ 4.57% |
$20.1K - $23K
|
12.2K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
8.21KNew |
$309K - $354K
|
8.21K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-290- 1.52% |
$10.9K - $12.5K
|
18.8K
$851K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.7KNew |
$440K - $502K
|
11.7K
$527K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
574New |
$21.7K - $24.7K
|
574
$26K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-27- 5.43% |
$1.02K - $1.16K
|
470
$21.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.58KNew |
$59.4K - $67.9K
|
1.58K
$71.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-17.4K- 78.13% |
$657K - $751K
|
4.88K
$221K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-424- 64.93% |
$16K - $18.3K
|
229
$10.4K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
55New |
$1.73K - $2.18K
|
55
$2.49K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.14K+ 98.84% |
$193K - $243K
|
12.4K
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.78KNew |
$181K - $229K
|
5.78K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
58New |
$1.82K - $2.3K
|
58
$2.62K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
358New |
$11.2K - $14.2K
|
358
$16.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
205New |
$6.43K - $8.12K
|
205
$9.28K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
32New |
$1K - $1.27K
|
32
$1.45K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 33.33% |
$12.5K - $15.9K
|
1.6K
$72.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-25- 5.88% |
$784 - $991
|
400
$18.1K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.47KNew |
$116K - $129K
|
3.47K
$157K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
630New |
$21K - $23.3K
|
630
$28.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-383- 96.72% |
$12.8K - $14.2K
|
13
$588
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100New |
$3.34K - $3.7K
|
100
$4.53K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$33.4 - $37
|
16.2K
$734K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
405New |
$13.5K - $15K
|
405
$18.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-165- 47.14% |
$5.51K - $6.11K
|
185
$8.37K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
781New |
$26.1K - $28.9K
|
781
$35.3K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
150+ 35.97% |
$5.1K - $5.42K
|
567
$25.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
127+ 1.86% |
$4.32K - $4.59K
|
6.96K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
979New |
$33.3K - $35.4K
|
979
$44.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-957- 3.43% |
$32.6K - $34.6K
|
26.9K
$1.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
25.2KNew |
$857K - $910K
|
25.2K
$1.14M
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
547New |
$18K - $20K
|
547
$24.8K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
518New |
$17K - $19K
|
518
$23.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-343- 5.57% |
$11.3K - $12.6K
|
5.82K
$263K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.78KNew |
$190K - $211K
|
5.78K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.26KNew |
$41.3K - $45.9K
|
1.26K
$56.8K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
275New |
$9.04K - $10.1K
|
275
$12.4K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.05KNew |
$34.4K - $38.3K
|
1.05K
$47.4K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$3.29K - $3.66K
|
100
$4.53K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
152+ 19.36% |
$5K - $5.56K
|
937
$42.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-999- 95.69% |
$32.8K - $36.6K
|
45
$2.04K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90New |
$2.96K - $3.29K
|
90
$4.07K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
547New |
$18K - $20K
|
547
$24.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
300New |
$8.56K - $10.3K
|
300
$13.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
656New |
$18.7K - $22.5K
|
656
$29.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
18KNew |
$514K - $619K
|
18K
$815K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-187Closed |
$5.34K - $6.43K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
150New |
$4.28K - $5.16K
|
150
$6.79K
|
|