Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PIO)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PIO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
25.2KNew |
$857K - $910K
|
25.2K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
979New |
$33.3K - $35.4K
|
979
$40.8K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
127+ 1.86% |
$4.32K - $4.59K
|
6.96K
$290K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.78KNew |
$190K - $211K
|
5.78K
$241K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.26KNew |
$41.3K - $45.9K
|
1.26K
$52.3K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.15KNew |
$37.8K - $42.1K
|
1.15K
$47.9K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.05KNew |
$34.4K - $38.3K
|
1.05K
$43.6K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
547New |
$18K - $20K
|
547
$22.8K
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
547New |
$18K - $20K
|
547
$22.8K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
518New |
$17K - $19K
|
518
$21.6K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
275New |
$9.04K - $10.1K
|
275
$11.5K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
250+ 27.78% |
$8.22K - $9.15K
|
1.15K
$47.9K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
152+ 19.36% |
$5K - $5.56K
|
937
$39K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$3.29K - $3.66K
|
100
$4.17K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90New |
$2.96K - $3.29K
|
90
$3.75K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
22+ 0.19% |
$723 - $805
|
11.3K
$472K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
18KNew |
$546K - $619K
|
18K
$750K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
656New |
$19.9K - $22.5K
|
656
$27.3K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
300New |
$9.11K - $10.3K
|
300
$12.5K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200New |
$6.07K - $6.87K
|
200
$8.33K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
150New |
$4.55K - $5.16K
|
150
$6.25K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
70New |
$2.13K - $2.41K
|
70
$2.92K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
60New |
$1.82K - $2.06K
|
60
$2.5K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$30.4 - $34.4
|
1
$41.7
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
11.5KNew |
$336K - $401K
|
11.5K
$478K
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.46K+ 488.0% |
$42.9K - $51.1K
|
1.76K
$73.5K
|
|
Nov 03, 2022
Q3 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
400New |
$11.7K - $14K
|
400
$16.7K
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
16.7KNew |
$505K - $616K
|
16.7K
$696K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$123K - $150K
|
4.06K
$169K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.23KNew |
$37K - $45.2K
|
1.23K
$51K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20KNew |
$687K - $862K
|
20K
$834K
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
859+ 71.58% |
$33.8K - $37.4K
|
2.06K
$85.8K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
400New |
$15.7K - $17.4K
|
400
$16.7K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
300New |
$11.8K - $13.1K
|
300
$12.5K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2KNew |
$79.4K - $87.7K
|
2K
$83.3K
|
|
Q2 2021 | |||||||
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
787New |
$28.8K - $31.6K
|
787
$32.8K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
152New |
$5.56K - $6.1K
|
152
$6.33K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11New |
$376 - $402
|
11
$458
|
|
Q4 2020 | |||||||
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
1.25KNew |
$39K - $43.8K
|
1.25K
$52.1K
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
250New |
$7.8K - $8.75K
|
250
$10.4K
|
|
Q3 2020 | |||||||
Oct 26, 2020
Q3 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.63KNew |
$75.8K - $84.9K
|
2.63K
$109K
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.5KNew |
$104K - $137K
|
4.5K
$187K
|
|
Q4 2019 | |||||||
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
300New |
$8.06K - $9.29K
|
300
$12.5K
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.4KNew |
$431K - $462K
|
16.4K
$684K
|
|
Q4 2018 | |||||||
Feb 25, 2019
Q4 2018
|
Valley National Advisers Inc
|
BUY
|
- |
100New |
$2.21K - $2.58K
|
100
$4.17K
|
|
Q3 2018 | |||||||
Oct 22, 2018
Q3 2018
|
Adirondack Trust CO
|
BUY
|
- |
1.5KNew |
$37.4K - $39.3K
|
1.5K
$62.5K
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
401New |
$9.98K - $10.5K
|
401
$16.7K
|
|
Q2 2018 | |||||||
Jul 16, 2018
Q2 2018
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.8KNew |
$69.4K - $73.8K
|
2.8K
$117K
|
|
Jul 27, 2018
Q2 2018
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
250New |
$6.2K - $6.59K
|
250
$10.4K
|
|
Jul 31, 2018
Q2 2018
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
200New |
$4.96K - $5.27K
|
200
$8.33K
|