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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.38K+ 23.03% |
$55.4K - $66.6K
|
7.39K
$283K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.24K+ 2.61% |
$49.7K - $59.8K
|
48.9K
$1.87M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.66K- 4.52% |
$187K - $224K
|
98.6K
$3.77M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.6K- 23.1% |
$864K - $1.04M
|
71.8K
$2.75M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.9K- 5.59% |
$236K - $284K
|
99.8K
$3.82M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.91KNew |
$117K - $140K
|
2.91K
$111K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3K+ 169.84% |
$494K - $593K
|
19.6K
$750K
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-7.35K- 7.75% |
$294K - $354K
|
87.6K
$3.35M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
23+ 0.49% |
$921 - $1.11K
|
4.72K
$181K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.46K- 3.48% |
$259K - $311K
|
179K
$6.86M
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
2.1KNew |
$84.1K - $101K
|
2.1K
$80.4K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-201- 4.97% |
$8.05K - $9.67K
|
3.84K
$147K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.14K+ 50.07% |
$126K - $151K
|
9.42K
$361K
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-309- 3.82% |
$12.4K - $14.9K
|
7.79K
$298K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.5KNew |
$220K - $265K
|
5.5K
$211K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
160New |
$6.41K - $7.7K
|
160
$6.12K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-90- 1.33% |
$3.6K - $4.33K
|
6.69K
$256K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-137- 2.0% |
$5.49K - $6.59K
|
6.72K
$257K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.67K- 21.55% |
$66.9K - $80.4K
|
6.08K
$233K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-475- 4.24% |
$19K - $22.9K
|
10.7K
$410K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-997- 11.12% |
$39.9K - $48K
|
7.97K
$305K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.47K- 11.96% |
$139K - $167K
|
25.5K
$976K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-226- 1.32% |
$9.05K - $10.9K
|
16.8K
$645K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
165New |
$6.61K - $7.94K
|
165
$6.31K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.2K- 15.85% |
$688K - $827K
|
91.3K
$3.49M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.44K+ 19.67% |
$138K - $165K
|
20.9K
$801K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-311- 2.93% |
$12.5K - $15K
|
10.3K
$395K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.93K- 14.1% |
$77.2K - $92.8K
|
11.8K
$450K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-240- 16.53% |
$9.61K - $11.5K
|
1.21K
$46.4K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
36New |
$1.44K - $1.73K
|
36
$1.38K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.5KNew |
$700K - $842K
|
17.5K
$669K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
615+ 105.13% |
$24.6K - $29.6K
|
1.2K
$45.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.01K+ 366.3% |
$40.5K - $48.6K
|
1.29K
$49.3K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.71K- 21.58% |
$148K - $178K
|
13.5K
$515K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.28K- 19.99% |
$51.3K - $61.7K
|
5.13K
$196K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12New |
$480 - $577
|
12
$459
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-150- 27.03% |
$6.01K - $7.22K
|
405
$15.5K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-87- 0.38% |
$3.48K - $4.19K
|
22.9K
$877K
|
|
Q3 2024 | |||||||
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.73K- 26.18% |
$72.7K - $82.7K
|
4.87K
$186K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5- 0.11% |
$210 - $239
|
4.7K
$180K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33- 7.64% |
$1.39K - $1.58K
|
399
$15.3K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
363New |
$15.3K - $17.4K
|
363
$13.9K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19.6KNew |
$825K - $938K
|
19.6K
$750K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
25+ 6.67% |
$1.05K - $1.2K
|
400
$15.3K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1KNew |
$427K - $485K
|
10.1K
$388K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$210 - $239
|
5
$191
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-605- 4.29% |
$25.5K - $29K
|
13.5K
$517K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.2K- 77.37% |
$806K - $917K
|
5.61K
$215K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24New |
$935 - $1.05K
|
24
$918
|