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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-1.3KClosed |
$50.3K - $67.7K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.29KClosed |
$359K - $483K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.99KClosed |
$76.8K - $103K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
112New |
$4.32K - $5.82K
|
112
$6.83K
|
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.07KClosed |
$79.7K - $107K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.32KClosed |
$50.9K - $68.6K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-615Closed |
$23.7K - $32K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-41Closed |
$1.58K - $2.13K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
449New |
$17.3K - $23.3K
|
449
$27.4K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-300- 56.18% |
$11.6K - $15.6K
|
234
$14.3K
|
|
| Q4 2021 | |||||||
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7.4KClosed |
$303K - $383K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.57KClosed |
$64.4K - $81.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.24KClosed |
$50.9K - $64.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6Closed |
$246 - $311
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12Closed |
$492 - $622
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
SELL
|
- |
-1.93KClosed |
$79.2K - $100K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-51Closed |
$2.09K - $2.64K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-7.43KClosed |
$292K - $338K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-11.9KClosed |
$467K - $541K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.51KClosed |
$177K - $205K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1KClosed |
$39.3K - $45.5K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2KClosed |
$78.5K - $91K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9.23KClosed |
$362K - $420K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.68KClosed |
$66.1K - $76.6K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.67KClosed |
$144K - $167K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-500Closed |
$18.1K - $21.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-4.82KClosed |
$175K - $208K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-535Closed |
$19.4K - $23K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.7KClosed |
$170K - $202K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Sassicaia Capital Advisers LLC
Jericho, NY |
SELL
|
- |
-4KClosed |
$145K - $172K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.4KClosed |
$50.8K - $60.2K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-37.1KClosed |
$1.35M - $1.6M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.34KClosed |
$48.6K - $57.7K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
197New |
$7.15K - $8.48K
|
197
$12K
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
147New |
$5.14K - $6.3K
|
147
$8.96K
|
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.33KClosed |
$291K - $357K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-167Closed |
$5.84K - $7.15K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-167Closed |
$5.84K - $7.15K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.11KClosed |
$73.7K - $90.2K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-266Closed |
$9.3K - $11.4K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.23KClosed |
$323K - $395K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
68New |
$2.38K - $2.91K
|
68
$4.14K
|
|
|
Apr 28, 2021
Q1 2021
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-10.3KClosed |
$359K - $440K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
36.6KNew |
$1.28M - $1.57M
|
36.6K
$2.23M
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Imc Chicago, LLC
|
SELL
|
- |
-11.6KClosed |
$298K - $406K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-100Closed |
$2.57K - $3.51K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 13, 2020
Q3 2020
|
Brookstone Capital Management
|
SELL
|
- |
-4.37KClosed |
$105K - $123K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.92KClosed |
$94K - $110K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.42K+ 554.9% |
$24.3K - $35.1K
|
1.67K
$102K
|
|
|
Aug 11, 2020
Q2 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-50Closed |
$859 - $1.24K
|
0
$0
|
|