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 |
|---|---|---|---|---|---|---|---|
|
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
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-4.82KClosed |
$175K - $208K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.7KClosed |
$170K - $202K
|
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
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-500Closed |
$18.1K - $21.5K
|
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 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11Closed |
$399 - $473
|
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
$11.8K
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
147New |
$5.14K - $6.3K
|
147
$8.82K
|
|
|
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
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.23KClosed |
$323K - $395K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-266Closed |
$9.3K - $11.4K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
68New |
$2.38K - $2.91K
|
68
$4.08K
|
|
|
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
$2.2M
|
|
| 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
$100K
|
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-147Closed |
$2.52K - $3.65K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-50Closed |
$859 - $1.24K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-550Closed |
$9.44K - $13.6K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-674Closed |
$11.6K - $16.7K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-750Closed |
$14.3K - $15K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Sep 13, 2021
Q2 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-445Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2019
Q2 2019
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-54.4KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-565Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-289Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-45Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.97KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Regions Financial Corp
|
SELL
|
- |
-122Closed |
N/A
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.63KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
G&S Capital LLC
|
SELL
|
- |
-6.36KClosed |
N/A
|
0
$0
|
|
|
Jan 07, 2019
Q4 2018
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Mar 19, 2019
Q3 2018
|
Occidental Asset Management, LLC
|
SELL
|
- |
-9.13KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.82KClosed |
N/A
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.83KClosed |
N/A
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-26.4KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$60
|
|