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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
126New |
$6.31K - $8.17K
|
126
$7.68K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
397+ 1.34% |
$19.9K - $25.7K
|
30.1K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.36KNew |
$218K - $282K
|
4.36K
$265K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
764New |
$38.3K - $49.5K
|
764
$46.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-67- 1.0% |
$3.36K - $4.34K
|
6.64K
$404K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.31KNew |
$316K - $409K
|
6.31K
$385K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-375- 4.1% |
$18.8K - $24.3K
|
8.78K
$535K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-104- 2.29% |
$5.21K - $6.74K
|
4.43K
$270K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
20.9KNew |
$1.05M - $1.35M
|
20.9K
$1.27M
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
100New |
$4.59K - $5.82K
|
100
$6.09K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.1KNew |
$96.2K - $122K
|
2.1K
$128K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.9KNew |
$179K - $227K
|
3.9K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.66KNew |
$168K - $213K
|
3.66K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-73- 0.38% |
$3.35K - $4.25K
|
19.1K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$275 - $349
|
6
$366
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
795New |
$36.5K - $46.3K
|
795
$48.4K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.78KNew |
$173K - $220K
|
3.78K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.95KNew |
$181K - $230K
|
3.95K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 50.0% |
$45.9 - $58.2
|
1
$60.9
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.4KNew |
$477K - $605K
|
10.4K
$633K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-200- 33.33% |
$9.18K - $11.6K
|
400
$24.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$45.9 - $58.2
|
1
$60.9
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15New |
$569 - $751
|
15
$914
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-795- 30.16% |
$30.1K - $39.8K
|
1.84K
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$455 - $601
|
12
$731
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
200New |
$7.58K - $10K
|
200
$12.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12New |
$455 - $601
|
12
$731
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.31KNew |
$163K - $216K
|
4.31K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.37KNew |
$166K - $219K
|
4.37K
$266K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
608+ 675.56% |
$23.1K - $30.4K
|
698
$42.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
962New |
$36.5K - $48.2K
|
962
$58.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
600New |
$22.8K - $30K
|
600
$36.6K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
250+ 200.0% |
$10.4K - $35.1K
|
375
$22.9K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22+ 200.0% |
$911 - $3.09K
|
33
$2.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
295+ 159.46% |
$12.2K - $41.4K
|
480
$29.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.5K+ 200.0% |
$145K - $491K
|
5.25K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.43K+ 146.61% |
$59.1K - $201K
|
2.4K
$146K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.28K+ 199.38% |
$384K - $1.3M
|
13.9K
$849K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
135New |
$5.59K - $19K
|
135
$8.23K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
56+ 200.0% |
$2.32K - $7.86K
|
84
$5.12K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.2K+ 200.0% |
$133K - $450K
|
4.8K
$293K
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$224K - $758K
|
5.4K
$329K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.39K+ 200.0% |
$99.2K - $336K
|
3.59K
$219K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
500+ 200.0% |
$20.7K - $70.2K
|
750
$45.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
152+ 200.0% |
$6.3K - $21.3K
|
228
$13.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 200.0% |
$1.41K - $4.77K
|
51
$3.11K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.58K+ 200.0% |
$190K - $644K
|
6.88K
$419K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.14K+ 200.0% |
$47.4K - $161K
|
1.72K
$105K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6.59K+ 200.0% |
$273K - $925K
|
9.88K
$602K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
180+ 200.0% |
$7.46K - $25.3K
|
270
$16.5K
|
|