Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PSI)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PSI) 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 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12New |
$455 - $601
|
12
$720
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.31KNew |
$163K - $216K
|
4.31K
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.37KNew |
$166K - $219K
|
4.37K
$262K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
608+ 675.56% |
$23.1K - $30.4K
|
698
$41.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
962New |
$36.5K - $48.2K
|
962
$57.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
600New |
$22.8K - $30K
|
600
$36K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
250+ 200.0% |
$10.4K - $35.1K
|
375
$22.5K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22+ 200.0% |
$911 - $3.09K
|
33
$1.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
135New |
$5.59K - $19K
|
135
$8.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.28K+ 199.38% |
$384K - $1.3M
|
13.9K
$836K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.43K+ 146.61% |
$59.1K - $201K
|
2.4K
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.5K+ 200.0% |
$145K - $491K
|
5.25K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
295+ 159.46% |
$12.2K - $41.4K
|
480
$28.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
56+ 200.0% |
$2.32K - $7.86K
|
84
$5.04K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.2K+ 200.0% |
$133K - $450K
|
4.8K
$288K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.39K+ 200.0% |
$99.2K - $336K
|
3.59K
$216K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
152+ 200.0% |
$6.3K - $21.3K
|
228
$13.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
500+ 200.0% |
$20.7K - $70.2K
|
750
$45K
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$224K - $758K
|
5.4K
$324K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.02KNew |
$42.1K - $143K
|
1.02K
$61K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 200.0% |
$1.41K - $4.77K
|
51
$3.06K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.58K+ 200.0% |
$190K - $644K
|
6.88K
$413K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.14K+ 200.0% |
$47.4K - $161K
|
1.72K
$103K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6.59K+ 200.0% |
$273K - $925K
|
9.88K
$593K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
180+ 200.0% |
$7.46K - $25.3K
|
270
$16.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
130+ 200.0% |
$5.38K - $18.3K
|
195
$11.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.58K+ 200.0% |
$190K - $644K
|
6.88K
$413K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 200.0% |
$580 - $1.97K
|
21
$1.26K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
96+ 200.0% |
$3.98K - $13.5K
|
144
$8.64K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
440+ 200.0% |
$18.2K - $61.8K
|
660
$39.6K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
270+ 200.0% |
$11.2K - $37.9K
|
405
$24.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.56KNew |
$170K - $213K
|
1.56K
$93.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$54.5K - $68.4K
|
500
$30K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
365New |
$36.2K - $45.1K
|
365
$21.9K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.12KNew |
$211K - $262K
|
2.12K
$127K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
9.14KNew |
$907K - $1.13M
|
9.14K
$549K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.67KNew |
$165K - $206K
|
1.67K
$100K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.22% |
$57.1 - $223
|
903
$54.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.26KNew |
$64.6K - $252K
|
2.26K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
230+ 4.33% |
$6.57K - $25.7K
|
5.54K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.86K- 16.91% |
$53.1K - $207K
|
9.14K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.39KNew |
$39.8K - $156K
|
1.39K
$83.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
42New |
$1.2K - $4.69K
|
42
$2.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
200New |
$5.71K - $22.3K
|
200
$12K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$1.43K - $5.58K
|
50
$3K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13New |
$371 - $1.45K
|
13
$780
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
103New |
$2.94K - $11.5K
|
103
$6.18K
|
|
| Q3 2022 | |||||||
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300Closed |
$9K - $11.7K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
129New |
$3.87K - $5.03K
|
129
$7.74K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$30K - $39K
|
1K
$60K
|
|