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, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.25% |
$1.02K - $1.12K
|
3.56K
$522K
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2KNew |
$228K - $249K
|
2K
$294K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.38KNew |
$384K - $420K
|
3.38K
$496K
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50New |
$5.69K - $6.23K
|
50
$7.34K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
135New |
$15.4K - $16.8K
|
135
$19.8K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-225- 3.48% |
$25.6K - $28K
|
6.24K
$916K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
54+ 17.76% |
$6.14K - $6.72K
|
358
$52.5K
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
500+ 7.07% |
$56.9K - $62.3K
|
7.57K
$1.11M
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-24- 0.42% |
$2.73K - $2.99K
|
5.66K
$830K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-163- 68.78% |
$18.5K - $20.3K
|
74
$10.9K
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.05% |
$114 - $125
|
2.12K
$311K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.02KNew |
$230K - $251K
|
2.02K
$296K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
103+ 6.31% |
$11.7K - $12.8K
|
1.74K
$255K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
217New |
$24.7K - $27K
|
217
$31.9K
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
106New |
$12.1K - $13.2K
|
106
$15.6K
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
66.1KNew |
$7.52M - $8.23M
|
66.1K
$9.7M
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.85KNew |
$211K - $230K
|
1.85K
$272K
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2KNew |
$228K - $249K
|
2K
$294K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.01K+ 17.07% |
$229K - $250K
|
13.8K
$2.02M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
172+ 41.35% |
$19.6K - $21.4K
|
588
$86.3K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
194New |
$22.1K - $24.2K
|
194
$28.5K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
25.2KNew |
$2.86M - $3.13M
|
25.2K
$3.69M
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.23% |
$455 - $498
|
1.74K
$256K
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-277- 4.87% |
$31.5K - $34.5K
|
5.41K
$794K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.01K+ 18.36% |
$115K - $126K
|
6.5K
$955K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
140+ 29.91% |
$15.9K - $17.4K
|
608
$89.2K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.47KNew |
$281K - $308K
|
2.47K
$363K
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-45- 19.31% |
$5.12K - $5.6K
|
188
$27.6K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
9New |
$1.02K - $1.12K
|
9
$1.32K
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
51New |
$5.8K - $6.35K
|
51
$7.49K
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-560- 21.52% |
$63.7K - $69.7K
|
2.04K
$300K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
711New |
$80.9K - $88.5K
|
711
$104K
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.99% |
$114 - $125
|
102
$15K
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
6.68K+ 67.49% |
$760K - $832K
|
16.6K
$2.43M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-648- 5.2% |
$73.7K - $80.7K
|
11.8K
$1.73M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.37K+ 59.08% |
$270K - $296K
|
6.39K
$938K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-316- 75.96% |
$36K - $39.3K
|
100
$14.7K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.15% |
$114 - $125
|
659
$96.7K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.2K+ 14.41% |
$251K - $274K
|
17.5K
$2.57M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.82K+ 11.2% |
$321K - $351K
|
28K
$4.11M
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13New |
$1.48K - $1.62K
|
13
$1.91K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
146+ 29.74% |
$16.6K - $18.2K
|
637
$93.5K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-30- 60.0% |
$3.41K - $3.74K
|
20
$2.94K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22New |
$2.5K - $2.74K
|
22
$3.23K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 6.67% |
$228 - $249
|
32
$4.7K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-11.6K- 59.89% |
$1.32M - $1.45M
|
7.79K
$1.14M
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.75K- 43.47% |
$199K - $217K
|
2.27K
$333K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
217+ 11.98% |
$24.7K - $27K
|
2.03K
$298K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.34% |
$114 - $125
|
294
$43.2K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.09KNew |
$237K - $260K
|
2.09K
$306K
|