Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.27M- 13.48% |
N/A
|
8.18M
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-234K- 39.48% |
N/A
|
358K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-170K- 14.5% |
N/A
|
1M
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-130K- 43.82% |
N/A
|
167K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-31.7K- 74.2% |
N/A
|
11K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.7K- 11.98% |
N/A
|
85.6K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.21K- 8.21% |
N/A
|
69.4K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.97K- 9.36% |
N/A
|
48.1K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.5K- 1.08% |
N/A
|
321K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.19K- 1.1% |
N/A
|
288K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.39K- 15.49% |
N/A
|
13.1K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.74K- 87.46% |
N/A
|
250
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.55K- 12.36% |
N/A
|
11K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.49K- 14.49% |
N/A
|
8.81K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.42K- 11.22% |
N/A
|
11.3K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.13K- 9.13% |
N/A
|
11.2K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.07K- 0.75% |
N/A
|
140K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-857- 34.65% |
N/A
|
1.62K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-429- 51.56% |
N/A
|
403
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-405- 48.68% |
N/A
|
427
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-356- 8.01% |
N/A
|
4.09K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-34- 0.82% |
N/A
|
4.09K
$0
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-149K- 94.59% |
$0 - $4.31M
|
8.55K
$0
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.57K- 2.64% |
$0 - $45.2K
|
57.9K
$0
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.53K- 23.79% |
$0 - $43.9K
|
4.89K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-150- 12.04% |
$0 - $4.32K
|
1.1K
$0
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.77K- 58.14% |
$97.1K - $110K
|
2.71K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.41K- 54.14% |
$36.2K - $40.9K
|
1.19K
$0
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-72- 21.82% |
$2.08K - $2.2K
|
258
$0
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.05K- 70.78% |
$58.2K - $62K
|
846
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-50- 21.46% |
$1.42K - $1.51K
|
183
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 0.49% |
$114 - $121
|
807
$0
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.13K- 42.29% |
$151K - $166K
|
7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-38- 32.48% |
$1.12K - $1.23K
|
79
$0
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-151KClosed |
$4.53M - $5.09M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-27KClosed |
$812K - $912K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-10.7KClosed |
$320K - $360K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-7.39KClosed |
$222K - $249K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-6.62KClosed |
$199K - $223K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-302- 38.37% |
$9.07K - $10.2K
|
485
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-10- 20.83% |
$300 - $338
|
38
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-15KClosed |
$500K - $543K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.93KClosed |
$297K - $322K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.87KClosed |
$195K - $212K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-233Closed |
$7.74K - $8.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-21.2KClosed |
$759K - $792K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-11.4KClosed |
$407K - $424K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.5KClosed |
$375K - $391K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9KClosed |
$323K - $336K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-210Closed |
$7.53K - $7.85K
|
0
$0
|
|