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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-9K- 58.06% |
$704K - $830K
|
6.5K
$779K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250- 28.6% |
$19.5K - $23K
|
624
$74.7K
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.94KNew |
$308K - $363K
|
3.94K
$472K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
700New |
$54.7K - $64.5K
|
700
$83.9K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6KNew |
$469K - $553K
|
6K
$719K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.57KNew |
$592K - $697K
|
7.57K
$906K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.2K+ 368.62% |
$93.7K - $110K
|
1.52K
$182K
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
330KNew |
$25.8M - $30.4M
|
330K
$39.5M
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.81KNew |
$219K - $259K
|
2.81K
$336K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
722+ 225.63% |
$56.5K - $66.6K
|
1.04K
$125K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50New |
$3.91K - $4.61K
|
50
$5.99K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
38.1KNew |
$2.98M - $3.51M
|
38.1K
$4.57M
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
878+ 31.79% |
$68.7K - $80.9K
|
3.64K
$436K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
600New |
$46.9K - $55.3K
|
600
$71.9K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
66New |
$5.16K - $6.08K
|
66
$7.91K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-575- 17.01% |
$45K - $53K
|
2.81K
$336K
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-18- 26.09% |
$1.41K - $1.66K
|
51
$6.11K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
425New |
$33.2K - $39.2K
|
425
$50.9K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
2KNew |
$156K - $184K
|
2K
$240K
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.59KNew |
$202K - $238K
|
2.59K
$310K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
123New |
$9.62K - $11.3K
|
123
$14.7K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-50- 9.09% |
$3.91K - $4.61K
|
500
$59.9K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$1.88K - $2.21K
|
24
$2.87K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1KNew |
$788K - $929K
|
10.1K
$1.21M
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
860New |
$67.2K - $79.3K
|
860
$103K
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-211- 1.12% |
$16.5K - $19.4K
|
18.6K
$2.22M
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
125New |
$9.77K - $11.5K
|
125
$15K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
60New |
$4.69K - $5.53K
|
60
$7.19K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.3KNew |
$179K - $212K
|
2.3K
$275K
|
|
Q3 2023 | |||||||
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
125New |
$9.89K - $10.7K
|
125
$15K
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-38Closed |
$3.01K - $3.26K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-648- 7.14% |
$51.3K - $55.5K
|
8.43K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.9KNew |
$1.33M - $1.44M
|
16.9K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
75New |
$5.93K - $6.43K
|
75
$8.98K
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
39.9KNew |
$3.16M - $3.42M
|
39.9K
$4.78M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-57- 1.31% |
$4.51K - $4.89K
|
4.31K
$516K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
207New |
$16.4K - $17.7K
|
207
$24.8K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-78- 1.08% |
$6.17K - $6.69K
|
7.16K
$858K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
105New |
$8.3K - $9K
|
105
$12.6K
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.73KNew |
$374K - $406K
|
4.73K
$567K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
71New |
$5.62K - $6.09K
|
71
$8.51K
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-226- 6.1% |
$17.9K - $19.4K
|
3.48K
$417K
|
|
Q2 2023 | |||||||
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
125New |
$9.71K - $10.6K
|
125
$15K
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10+ 10.99% |
$777 - $845
|
101
$12.1K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300Closed |
$23.3K - $25.3K
|
0
$0
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.4% |
$77.7 - $84.5
|
251
$30.1K
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.1KNew |
$1.64M - $1.78M
|
21.1K
$2.53M
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-62.1K- 41.14% |
$4.82M - $5.24M
|
88.8K
$10.6M
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-516- 8.22% |
$40.1K - $43.6K
|
5.76K
$690K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.78K- 38.38% |
$216K - $235K
|
4.47K
$535K
|