Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PKW)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PKW) 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1K- 34.69% |
$114K - $125K
|
1.88K
$235K
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.22KNew |
$253K - $278K
|
2.22K
$278K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 5.56% |
$114 - $125
|
19
$2.37K
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-5- 0.06% |
$570 - $626
|
8.08K
$1.01M
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100New |
$11.4K - $12.5K
|
100
$12.5K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
2.34KNew |
$267K - $293K
|
2.34K
$292K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
420New |
$47.9K - $52.6K
|
420
$52.5K
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
13.9K+ 92426.67% |
$1.58M - $1.74M
|
13.9K
$1.73M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9- 1.81% |
$1.03K - $1.13K
|
489
$61.1K
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
17.6KNew |
$2M - $2.2M
|
17.6K
$2.19M
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.5K- 23.85% |
$627K - $689K
|
17.6K
$2.19M
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-237- 3.07% |
$27K - $29.7K
|
7.47K
$934K
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-130- 3.69% |
$14.8K - $16.3K
|
3.4K
$424K
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-235- 5.82% |
$26.8K - $29.4K
|
3.81K
$476K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
31.2KNew |
$3.56M - $3.91M
|
31.2K
$3.9M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
28.6KNew |
$3.26M - $3.58M
|
28.6K
$3.58M
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4+ 0.19% |
$456 - $501
|
2.11K
$264K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-533- 19.13% |
$60.8K - $66.7K
|
2.25K
$282K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
800New |
$91.2K - $100K
|
800
$100K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
465New |
$53K - $58.2K
|
465
$58.1K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-41- 0.88% |
$4.67K - $5.13K
|
4.61K
$576K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-40- 17.39% |
$4.56K - $5.01K
|
190
$23.7K
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.98KNew |
$226K - $248K
|
1.98K
$247K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
375New |
$42.8K - $47K
|
375
$46.9K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
78+ 1.76% |
$8.89K - $9.77K
|
4.5K
$563K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-80- 12.36% |
$9.12K - $10K
|
567
$70.9K
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-87- 23.2% |
$9.92K - $10.9K
|
288
$36K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.89KNew |
$215K - $236K
|
1.89K
$236K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
189+ 4.61% |
$21.5K - $23.7K
|
4.29K
$536K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-50- 98.04% |
$5.7K - $6.26K
|
1
$125
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.12% |
$342 - $376
|
2.48K
$310K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
652New |
$74.3K - $81.6K
|
652
$81.5K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-709- 17.73% |
$80.8K - $88.8K
|
3.29K
$411K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
400New |
$45.6K - $50.1K
|
400
$50K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
300New |
$34.2K - $37.6K
|
300
$37.5K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.04% |
$114 - $125
|
2.5K
$313K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
62+ 1.02% |
$7.07K - $7.76K
|
6.15K
$769K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.5K- 33.33% |
$399K - $438K
|
7K
$875K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.47% |
$114 - $125
|
215
$26.9K
|
|
Q3 2024 | |||||||
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
17.7KNew |
$1.81M - $2.02M
|
17.7K
$2.21M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.45KNew |
$250K - $280K
|
2.45K
$306K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
100New |
$10.2K - $11.5K
|
100
$12.5K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.01KNew |
$103K - $115K
|
1.01K
$126K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-29- 16.57% |
$2.97K - $3.32K
|
146
$18.2K
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.84KNew |
$189K - $211K
|
1.84K
$230K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.97KNew |
$611K - $683K
|
5.97K
$746K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 23.08% |
$30.7K - $34.4K
|
1K
$125K
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.5KNew |
$358K - $401K
|
3.5K
$437K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6KNew |
$614K - $687K
|
6K
$750K
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-59- 5.16% |
$6.04K - $6.76K
|
1.08K
$135K
|