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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-50- 50.0% |
$3.82K - $4.11K
|
50
$7.34K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
24New |
$1.83K - $1.97K
|
24
$3.52K
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
61.2KNew |
$4.67M - $5.03M
|
61.2K
$8.98M
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
166KNew |
$12.7M - $13.7M
|
166K
$24.4M
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
370New |
$28.3K - $30.4K
|
370
$54.3K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
387+ 14.82% |
$29.6K - $31.8K
|
3K
$440K
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.42K- 3.0% |
$108K - $116K
|
45.8K
$6.73M
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30New |
$2.29K - $2.47K
|
30
$4.4K
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
22New |
$1.68K - $1.81K
|
22
$3.23K
|
|
Q4 2022 | |||||||
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-186- 3.23% |
$12.4K - $14.9K
|
5.58K
$818K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
100New |
$6.64K - $8.02K
|
100
$14.7K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.61KNew |
$107K - $129K
|
1.61K
$236K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
147New |
$9.77K - $11.8K
|
147
$21.6K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
460+ 11.79% |
$30.6K - $36.9K
|
4.36K
$640K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.15KNew |
$142K - $172K
|
2.15K
$315K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.5K- 3.61% |
$166K - $201K
|
66.9K
$9.82M
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.15% |
$66.4 - $80.2
|
671
$98.5K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
600New |
$39.9K - $48.1K
|
600
$88.1K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
240+ 102.13% |
$15.9K - $19.3K
|
475
$69.7K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
250New |
$16.6K - $20.1K
|
250
$36.7K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
101New |
$6.71K - $8.1K
|
101
$14.8K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.48KNew |
$95.2K - $113K
|
1.48K
$217K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
118New |
$7.61K - $9.02K
|
118
$17.3K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.04KClosed |
$196K - $232K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
183New |
$11.8K - $14K
|
183
$26.9K
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
18.4K+ 13.13% |
$1.19M - $1.41M
|
159K
$23.3M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-100- 1.57% |
$6.45K - $7.65K
|
6.26K
$919K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-81- 86.17% |
$5.23K - $6.19K
|
13
$1.91K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-9- 3.01% |
$581 - $688
|
290
$42.6K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
55New |
$3.55K - $4.21K
|
55
$8.07K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-418- 71.21% |
$27K - $32K
|
169
$24.8K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
145New |
$9.36K - $11.1K
|
145
$21.3K
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
1.58K+ 3.74% |
$102K - $121K
|
44K
$6.46M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.09KNew |
$135K - $160K
|
2.09K
$307K
|
|
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
$241K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-14.1KClosed |
$933K - $1.12M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-102Closed |
$6.76K - $8.09K
|
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
$191K
|
|
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
$58.7M
|
|
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
$514K
|
|
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
$110K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1New |
$66.3 - $79.3
|
1
$147
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-116KClosed |
$7.7M - $9.2M
|
0
$0
|
|
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
|