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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
204New |
$13.5K - $16.2K
|
204
$29.9K
|
|
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
$606K
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
54.6KNew |
$3.62M - $4.33M
|
54.6K
$8.02M
|
|
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
$44K
|
|
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
$37.4K
|
|
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
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-65Closed |
$4.49K - $5.17K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
SELL
|
- |
-20.1KClosed |
$1.39M - $1.6M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-3.05KClosed |
$211K - $243K
|
0
$0
|
|
Q4 2021 | |||||||
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1KNew |
$67.5K - $75.7K
|
1K
$147K
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
27New |
$1.82K - $2.04K
|
27
$3.96K
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1KClosed |
$67.5K - $75.7K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-110Closed |
$7.42K - $8.32K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.07KClosed |
$72.1K - $80.9K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-102Closed |
$6.88K - $7.72K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
240New |
$16.8K - $18.2K
|
240
$35.2K
|
|
Q2 2021 | |||||||
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-75Closed |
$5.47K - $5.81K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-251Closed |
$18.3K - $19.5K
|
0
$0
|
|
Q1 2021 | |||||||
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.05KClosed |
$326K - $368K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-59Closed |
$3.81K - $4.3K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-244Closed |
$15.8K - $17.8K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-269- 94.72% |
$17.4K - $19.6K
|
15
$2.2K
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-300Closed |
$19.4K - $21.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-145Closed |
$9.37K - $10.6K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-10.3KClosed |
$664K - $748K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
SELL
|
- |
-100Closed |
$6.46K - $7.28K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-15.5KClosed |
$1M - $1.13M
|
0
$0
|
|
Q4 2020 | |||||||
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
104New |
$5.53K - $7.06K
|
104
$15.3K
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-5Closed |
$266 - $339
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-47Closed |
$2.5K - $3.19K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
202New |
$10.7K - $13.7K
|
202
$29.6K
|
|
Jan 29, 2021
Q4 2020
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200New |
$10.6K - $13.6K
|
200
$29.4K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.3KClosed |
$68K - $77.5K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-150Closed |
$7.85K - $8.94K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-68Closed |
$3.56K - $4.05K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Weaver Consulting Group
|
SELL
|
- |
-500Closed |
$26.2K - $29.8K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-350Closed |
$18.3K - $20.9K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-800Closed |
$41.8K - $47.7K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Peoples Financial Services Corp.
|
SELL
|
- |
-120Closed |
$6.28K - $7.15K
|
0
$0
|