Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PTH)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PTH) 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 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.73K- 26.18% |
$72.7K - $82.7K
|
4.87K
$202K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-395- 5.45% |
$16.6K - $18.9K
|
6.86K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33- 7.64% |
$1.39K - $1.58K
|
399
$16.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.2K- 61.09% |
$512K - $583K
|
7.75K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.7K+ 61.71% |
$1.5M - $1.71M
|
93.4K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-247- 2.16% |
$10.4K - $11.8K
|
11.2K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.32K- 8.31% |
$182K - $207K
|
47.7K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.2K- 6.18% |
$515K - $586K
|
186K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-20- 0.42% |
$842 - $957
|
4.7K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.18K- 45.21% |
$218K - $248K
|
6.28K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.26KNew |
$305K - $347K
|
7.26K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5- 0.11% |
$210 - $239
|
4.7K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-764- 0.72% |
$32.1K - $36.6K
|
106K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.04K- 3.48% |
$43.9K - $49.9K
|
29K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.36K- 1.41% |
$57.1K - $65K
|
94.9K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.58K- 14.97% |
$66.4K - $75.6K
|
8.97K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-630- 4.4% |
$26.5K - $30.2K
|
13.7K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
320+ 120.75% |
$13.5K - $15.3K
|
585
$24.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.31K+ 5.14% |
$223K - $254K
|
109K
$4.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.3K- 7.02% |
$54.6K - $62.1K
|
17.2K
$711K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
363New |
$15.3K - $17.4K
|
363
$15K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.88K+ 12.37% |
$79.1K - $89.9K
|
17.1K
$707K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19.6KNew |
$825K - $938K
|
19.6K
$811K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
25+ 6.67% |
$1.05K - $1.2K
|
400
$16.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58.8K+ 132.32% |
$2.47M - $2.81M
|
103K
$4.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
155+ 2.48% |
$6.52K - $7.42K
|
6.41K
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1KNew |
$427K - $485K
|
10.1K
$420K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$210 - $239
|
5
$207
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-605- 4.29% |
$25.5K - $29K
|
13.5K
$559K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.2K- 77.37% |
$806K - $917K
|
5.61K
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-830- 4.53% |
$34.9K - $39.7K
|
17.5K
$723K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.01KNew |
$253K - $288K
|
6.01K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
62+ 0.59% |
$2.61K - $2.97K
|
10.6K
$440K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-70- 0.3% |
$2.95K - $3.35K
|
23K
$952K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24New |
$935 - $1.05K
|
24
$993
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.06KNew |
$197K - $221K
|
5.06K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.76KNew |
$185K - $208K
|
4.76K
$197K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.2K- 74.11% |
$786K - $880K
|
7.05K
$292K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$39 - $43.6
|
6.78K
$281K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-33- 0.68% |
$1.29K - $1.44K
|
4.8K
$198K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
225New |
$8.76K - $9.81K
|
225
$9.31K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 8.0% |
$935 - $1.05K
|
276
$11.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-75- 11.11% |
$2.92K - $3.27K
|
600
$24.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.07% |
$39 - $43.6
|
1.34K
$55.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.2KNew |
$45.7K - $56.3K
|
1.2K
$49.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.7K- 38.5% |
$293K - $362K
|
12.3K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-330- 6.01% |
$12.6K - $15.5K
|
5.16K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-251K- 98.05% |
$9.57M - $11.8M
|
5K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
126New |
$4.8K - $5.92K
|
126
$5.22K
|
|