Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PPA)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PPA) 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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
101New |
$6.71K - $8.1K
|
101
$12K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.04KClosed |
$196K - $232K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.48KNew |
$95.2K - $113K
|
1.48K
$175K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
416New |
$26.8K - $31.8K
|
416
$49.3K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
118New |
$7.61K - $9.02K
|
118
$14K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
183New |
$11.8K - $14K
|
183
$21.7K
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
18.4K+ 13.13% |
$1.19M - $1.41M
|
159K
$18.8M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-100- 1.57% |
$6.45K - $7.65K
|
6.26K
$741K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-81- 86.17% |
$5.23K - $6.19K
|
13
$1.54K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
55New |
$3.55K - $4.21K
|
55
$6.51K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-418- 71.21% |
$27K - $32K
|
169
$20K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-9- 3.01% |
$581 - $688
|
290
$34.3K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
145New |
$9.36K - $11.1K
|
145
$17.2K
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
1.58K+ 3.74% |
$102K - $121K
|
44K
$5.21M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.09KNew |
$135K - $160K
|
2.09K
$248K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-165KClosed |
$10.7M - $12.7M
|
0
$0
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
3+ 0.18% |
$194 - $229
|
1.64K
$194K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-102Closed |
$6.76K - $8.09K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-14.1KClosed |
$933K - $1.12M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.14KClosed |
$208K - $249K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
1.3KNew |
$86.2K - $103K
|
1.3K
$154K
|
|
Aug 12, 2022
Q2 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-6.11KClosed |
$405K - $484K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.19M- 74.84% |
$78.9M - $94.3M
|
400K
$47.4M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200New |
$13.3K - $15.9K
|
200
$23.7K
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-21.9KClosed |
$1.45M - $1.73M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.22K- 47.9% |
$214K - $255K
|
3.5K
$415K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.15KClosed |
$76.3K - $91.2K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
750New |
$49.7K - $59.5K
|
750
$88.8K
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-116KClosed |
$7.7M - $9.2M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1New |
$66.3 - $79.3
|
1
$118
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
13.5KNew |
$898K - $1.07M
|
13.5K
$1.6M
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-373KClosed |
$24.7M - $29.5M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-11.1KClosed |
$737K - $880K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
204New |
$13.5K - $16.2K
|
204
$24.2K
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
SELL
|
- |
-36.1KClosed |
$2.4M - $2.86M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.65KClosed |
$176K - $210K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-585- 12.42% |
$38.8K - $46.4K
|
4.13K
$488K
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
54.6KNew |
$3.62M - $4.33M
|
54.6K
$6.47M
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.28KClosed |
$295K - $341K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-46.3KClosed |
$3.2M - $3.68M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.04KClosed |
$348K - $401K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
300New |
$20.7K - $23.9K
|
300
$35.5K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.27KClosed |
$87.6K - $101K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-210Closed |
$14.5K - $16.7K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-60Closed |
$4.14K - $4.78K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-160Closed |
$11K - $12.7K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
255New |
$17.6K - $20.3K
|
255
$30.2K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-193Closed |
$13.3K - $15.4K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
SELL
|
- |
-3.77KClosed |
$261K - $300K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-130Closed |
$8.98K - $10.3K
|
0
$0
|