Latest Institutional Purchases of Invesco 1 30 Laddered Treasury (PLW)
This list provides information on the latest institutional transactions involving Invesco 1 30 Laddered Treasury (PLW) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
19.8K+ 2.92% |
$512K - $578K
|
701K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
8.81KNew |
$227K - $257K
|
8.81K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.08KNew |
$105K - $119K
|
4.08K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
380New |
$9.8K - $11.1K
|
380
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
202New |
$5.21K - $5.88K
|
202
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
109New |
$2.81K - $3.17K
|
109
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
91New |
$2.35K - $2.65K
|
91
$0
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4.42KNew |
$118K - $130K
|
4.42K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
452New |
$12.1K - $13.3K
|
452
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
237New |
$6.34K - $6.96K
|
237
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
61New |
$1.63K - $1.79K
|
61
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6New |
$160 - $176
|
6
$0
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
58.7KNew |
$1.7M - $1.79M
|
58.7K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
33.7K+ 2.81% |
$973K - $1.03M
|
1.23M
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
306KNew |
$8.7M - $9.27M
|
306K
$0
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.91K+ 3.49% |
$111K - $118K
|
116K
$0
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.87K+ 24.25% |
$110K - $117K
|
19.8K
$0
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.73K+ 5.9% |
$77.4K - $82.5K
|
48.9K
$0
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.08KNew |
$59K - $62.8K
|
2.08K
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
860New |
$24.4K - $26K
|
860
$0
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
383New |
$10.9K - $11.6K
|
383
$0
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.44KNew |
$178K - $194K
|
6.44K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.8K+ 252.73% |
$49.8K - $54.3K
|
2.52K
$0
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
81.6KNew |
$2.4M - $2.63M
|
81.6K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20.6KNew |
$604K - $664K
|
20.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9.63KNew |
$283K - $311K
|
9.63K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.98KNew |
$205K - $225K
|
6.98K
$0
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
522+ 56.55% |
$15.7K - $17.6K
|
1.45K
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$60.1 - $67.5
|
7.16K
$0
|
|
| Q1 2022 | |||||||
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
7.83KNew |
$260K - $282K
|
7.83K
$0
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
300New |
$10.8K - $11.2K
|
300
$0
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15KNew |
$542K - $560K
|
15K
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
40New |
$1.41K - $1.46K
|
40
$0
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27.2KNew |
$934K - $981K
|
27.2K
$0
|
|
| Q1 2019 | |||||||
|
Apr 12, 2019
Q1 2019
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
176KNew |
$5.56M - $5.78M
|
176K
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$30.8 - $31.9
|
1
$0
|
|