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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
207New |
$16.4K - $17.7K
|
207
$24.5K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
105New |
$8.3K - $9K
|
105
$12.4K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-78- 1.08% |
$6.17K - $6.69K
|
7.16K
$848K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.73KNew |
$374K - $406K
|
4.73K
$560K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
71New |
$5.62K - $6.09K
|
71
$8.41K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-226- 6.1% |
$17.9K - $19.4K
|
3.48K
$412K
|
|
| 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
$14.8K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10+ 10.99% |
$777 - $845
|
101
$12K
|
|
|
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
$29.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.1KNew |
$1.64M - $1.78M
|
21.1K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-516- 8.22% |
$40.1K - $43.6K
|
5.76K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-62.1K- 41.14% |
$4.82M - $5.24M
|
88.8K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.78K- 38.38% |
$216K - $235K
|
4.47K
$529K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.29% |
$77.7 - $84.5
|
351
$41.6K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.0% |
$77.7 - $84.5
|
101
$12K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-792- 99.87% |
$61.5K - $66.9K
|
1
$118
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
100+ 14.29% |
$7.77K - $8.45K
|
800
$94.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-218- 6.6% |
$16.9K - $18.4K
|
3.08K
$365K
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
9.28KNew |
$720K - $783K
|
9.28K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10New |
$777 - $845
|
10
$1.18K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-3.2K- 16.1% |
$249K - $270K
|
16.7K
$1.97M
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-26.7K- 80.6% |
$2.07M - $2.25M
|
6.42K
$760K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.17K- 92.52% |
$242K - $260K
|
256
$30.3K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
500New |
$38.2K - $41.1K
|
500
$59.2K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3KNew |
$229K - $247K
|
3K
$355K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.55KNew |
$195K - $210K
|
2.55K
$302K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20+ 25.0% |
$1.53K - $1.65K
|
100
$11.8K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 2.28% |
$382 - $411
|
214
$25.3K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-50- 50.0% |
$3.82K - $4.11K
|
50
$5.92K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
24New |
$1.83K - $1.97K
|
24
$2.84K
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
166KNew |
$12.7M - $13.7M
|
166K
$19.7M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
61.2KNew |
$4.67M - $5.03M
|
61.2K
$7.24M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
370New |
$28.3K - $30.4K
|
370
$43.8K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
387+ 14.82% |
$29.6K - $31.8K
|
3K
$355K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.42K- 3.0% |
$108K - $116K
|
45.8K
$5.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.34KNew |
$255K - $274K
|
3.34K
$395K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30New |
$2.29K - $2.47K
|
30
$3.55K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
22New |
$1.68K - $1.81K
|
22
$2.6K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-186- 3.23% |
$12.4K - $14.9K
|
5.58K
$660K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
100New |
$6.64K - $8.02K
|
100
$11.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.61KNew |
$107K - $129K
|
1.61K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
460+ 11.79% |
$30.6K - $36.9K
|
4.36K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
147New |
$9.77K - $11.8K
|
147
$17.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.15KNew |
$142K - $172K
|
2.15K
$254K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.5K- 3.61% |
$166K - $201K
|
66.9K
$7.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.15% |
$66.4 - $80.2
|
671
$79.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
600New |
$39.9K - $48.1K
|
600
$71K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
240+ 102.13% |
$15.9K - $19.3K
|
475
$56.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
250New |
$16.6K - $20.1K
|
250
$29.6K
|
|