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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
767New |
$58.3K - $71.7K
|
767
$95.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-320Closed |
$24.3K - $29.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 64.67% |
$805K - $990K
|
27K
$3.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-25.4K- 72.26% |
$1.93M - $2.38M
|
9.76K
$1.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-5.1KClosed |
$387K - $477K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11.8KClosed |
$897K - $1.1M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
406New |
$30.9K - $38K
|
406
$50.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.45KClosed |
$414K - $509K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
22.2K+ 243.38% |
$1.69M - $2.08M
|
31.4K
$3.92M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-210Closed |
$16K - $19.6K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-4.05KClosed |
$308K - $379K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-3.6K- 24.13% |
$273K - $336K
|
11.3K
$1.41M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
269New |
$20.4K - $25.2K
|
269
$33.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-27.2K- 52.21% |
$2.07M - $2.54M
|
24.9K
$3.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-48- 6.66% |
$3.65K - $4.49K
|
673
$84.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
SELL
|
PUT |
-11.7KClosed |
$889K - $1.09M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.75KNew |
$133K - $164K
|
1.75K
$219K
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-33.8KClosed |
$2.57M - $3.16M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-5.7KClosed |
$433K - $533K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-53.6KClosed |
$4.62M - $5.22M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-167- 5.61% |
$14.4K - $16.3K
|
2.81K
$351K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1- 0.2% |
$86.3 - $97.5
|
500
$62.5K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
92.7KNew |
$7.99M - $9.04M
|
92.7K
$11.6M
|
|
|
May 12, 2022
Q1 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-57.6KClosed |
$4.97M - $5.62M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-98- 33.11% |
$8.46K - $9.56K
|
198
$24.7K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-425Closed |
$36.7K - $41.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-118Closed |
$10.2K - $11.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-508Closed |
$43.8K - $49.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.85KClosed |
$246K - $278K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
750New |
$64.7K - $73.2K
|
750
$93.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-700Closed |
$60.4K - $68.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-919Closed |
$79.3K - $89.6K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-20- 2.6% |
$1.73K - $1.95K
|
750
$93.7K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-160Closed |
$13.8K - $15.6K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-220Closed |
$19K - $21.5K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-66Closed |
$5.7K - $6.44K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
100New |
$9.06K - $9.81K
|
100
$12.5K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.36KClosed |
$305K - $330K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-50Closed |
$4.53K - $4.91K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-187Closed |
$16.9K - $18.3K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-217Closed |
$19.7K - $21.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.54KClosed |
$139K - $151K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-877Closed |
$79.5K - $86K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-228Closed |
$20.7K - $22.4K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-200Closed |
$18.1K - $19.6K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-5.22KClosed |
$473K - $512K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10KClosed |
$873K - $956K
|
0
$0
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50New |
$4.37K - $4.78K
|
50
$6.25K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-30- 8.82% |
$2.62K - $2.87K
|
310
$38.7K
|
|