Latest Institutional Transactions on Invesco 1 30 Laddered Treasury (PLW)
This table provides information on the latest institutional transactions involving Invesco 1 30 Laddered Treasury (PLW) 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 |
---|---|---|---|---|---|---|---|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.9KClosed |
$552K - $642K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24.9KClosed |
$864K - $1M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-25KClosed |
$866K - $1.01M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11.1KClosed |
$386K - $448K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-24.1KClosed |
$836K - $971K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Pfg Advisors
|
SELL
|
- |
-54.8KClosed |
$1.9M - $2.21M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Hedeker Wealth, LLC
|
SELL
|
- |
-126KClosed |
$4.35M - $5.06M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-333Closed |
$11.5K - $12K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.2KClosed |
$421K - $442K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-7.66KClosed |
$263K - $277K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27.2KNew |
$934K - $981K
|
27.2K
$0
|
|
Jan 21, 2020
Q4 2019
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.09KClosed |
$278K - $292K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 31, 2019
Q3 2019
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-11.2KClosed |
$377K - $407K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-21.5KClosed |
$693K - $735K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-130Closed |
$4.19K - $4.44K
|
0
$0
|
|
Q1 2019 | |||||||
Apr 12, 2019
Q1 2019
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
176KNew |
$5.56M - $5.78M
|
176K
$0
|
|
Q4 2018 | |||||||
Feb 11, 2019
Q4 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-206KClosed |
$6.25M - $6.59M
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-14.4KClosed |
$436K - $460K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$30.8 - $31.9
|
1
$0
|