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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.35K+ 2.48% |
$152K - $175K
|
180K
$6.77M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.34K+ 14.07% |
$221K - $255K
|
51.4K
$1.93M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-103- 1.54% |
$3.59K - $4.15K
|
6.57K
$247K
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
3.84KNew |
$134K - $155K
|
3.84K
$145K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.65K- 16.09% |
$127K - $147K
|
19K
$715K
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 12.4% |
$390K - $451K
|
79K
$2.97M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.68K- 35.23% |
$303K - $350K
|
16K
$601K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
14.3KNew |
$499K - $576K
|
14.3K
$538K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4+ 0.04% |
$140 - $161
|
11K
$416K
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.38K- 48.44% |
$292K - $337K
|
8.92K
$336K
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-2.76K- 2.31% |
$96.2K - $111K
|
116K
$4.38M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.22K- 29.85% |
$112K - $130K
|
7.57K
$285K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.28K+ 23.9% |
$79.6K - $91.9K
|
11.8K
$445K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.98K- 53.08% |
$244K - $281K
|
6.17K
$232K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
764+ 0.76% |
$26.6K - $30.8K
|
102K
$3.82M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
903+ 7.27% |
$31.5K - $36.4K
|
13.3K
$501K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
890+ 38.15% |
$31K - $35.9K
|
3.22K
$121K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-600- 4.76% |
$20.9K - $24.2K
|
12K
$452K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.92K+ 4.77% |
$137K - $158K
|
86K
$3.24M
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-3.54K- 3.8% |
$124K - $143K
|
89.7K
$3.38M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.9K- 60.6% |
$311K - $359K
|
5.79K
$218K
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-533- 5.21% |
$18.6K - $21.5K
|
9.7K
$365K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7- 4.38% |
$244 - $282
|
153
$5.76K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-400- 2.09% |
$14K - $16.1K
|
18.7K
$704K
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-371- 5.02% |
$12.9K - $14.9K
|
7.02K
$264K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
300New |
$10.5K - $12.1K
|
300
$11.3K
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
114New |
$3.98K - $4.59K
|
114
$4.29K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
472+ 3.72% |
$16.5K - $19K
|
13.2K
$495K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 21.25% |
$369K - $426K
|
39.2K
$1.47M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-393- 23.56% |
$13.7K - $15.8K
|
1.28K
$48K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
345+ 126.37% |
$12K - $13.9K
|
618
$23.3K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
801New |
$27.9K - $32.3K
|
801
$30.1K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
825+ 3.49% |
$28.8K - $33.2K
|
24.5K
$920K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.42K- 50.0% |
$224K - $259K
|
6.42K
$242K
|
|
Q1 2025 | |||||||
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
114New |
$4.36K - $5.24K
|
114
$4.29K
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-286- 5.34% |
$10.9K - $13.1K
|
5.07K
$191K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-180- 3.83% |
$6.89K - $8.27K
|
4.52K
$170K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.01K- 63.86% |
$115K - $138K
|
1.71K
$64.2K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
213New |
$8.15K - $9.79K
|
213
$8.02K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.87KNew |
$71.5K - $85.9K
|
1.87K
$70.3K
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
111New |
$4.25K - $5.1K
|
111
$4.18K
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
5.35KNew |
$205K - $246K
|
5.35K
$201K
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-2.43K- 31.25% |
$93.1K - $112K
|
5.35K
$201K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-255- 62.96% |
$9.76K - $11.7K
|
150
$5.65K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
94New |
$3.6K - $4.32K
|
94
$3.54K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
2.1KNew |
$84.1K - $101K
|
2.1K
$79K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-201- 4.97% |
$8.05K - $9.67K
|
3.84K
$145K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.91KNew |
$117K - $140K
|
2.91K
$110K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-90- 1.33% |
$3.6K - $4.33K
|
6.69K
$252K
|