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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
825+ 3.49% |
$28.8K - $33.2K
|
24.5K
$951K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.42K- 50.0% |
$224K - $259K
|
6.42K
$250K
|
|
Q1 2025 | |||||||
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
114New |
$4.36K - $5.24K
|
114
$4.43K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-12.4K- 84.12% |
$473K - $568K
|
2.33K
$90.8K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10K- 51.25% |
$384K - $461K
|
9.55K
$371K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.2K+ 184.31% |
$429K - $515K
|
17.3K
$673K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.4K+ 25.58% |
$703K - $844K
|
90.2K
$3.51M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
974+ 0.98% |
$37.3K - $44.7K
|
101K
$3.92M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.8K- 2.12% |
$145K - $175K
|
176K
$6.83M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.73K+ 39.58% |
$143K - $171K
|
13.2K
$512K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-180- 3.83% |
$6.89K - $8.27K
|
4.52K
$176K
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-286- 5.34% |
$10.9K - $13.1K
|
5.07K
$197K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.6KNew |
$943K - $1.13M
|
24.6K
$958K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.01K- 63.86% |
$115K - $138K
|
1.71K
$66.3K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45- 0.67% |
$1.72K - $2.07K
|
6.68K
$260K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 2.44% |
$11.5K - $13.8K
|
12.6K
$490K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.85K- 11.17% |
$109K - $131K
|
22.7K
$881K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.7K- 38.32% |
$257K - $308K
|
10.8K
$420K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.84K- 7.86% |
$147K - $177K
|
45.1K
$1.75M
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.71K+ 6.52% |
$218K - $262K
|
93.3K
$3.63M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
321+ 3.0% |
$12.3K - $14.7K
|
11K
$429K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
213New |
$8.15K - $9.79K
|
213
$8.29K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.87KNew |
$71.5K - $85.9K
|
1.87K
$72.7K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.81K- 8.67% |
$69.4K - $83.3K
|
19.1K
$743K
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
111New |
$4.25K - $5.1K
|
111
$4.32K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.19K- 10.07% |
$352K - $422K
|
82.1K
$3.19M
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
5.35KNew |
$205K - $246K
|
5.35K
$208K
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-2.43K- 31.25% |
$93.1K - $112K
|
5.35K
$208K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.72K+ 84.35% |
$257K - $309K
|
14.7K
$571K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-87- 0.84% |
$3.33K - $4K
|
10.2K
$398K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.16K- 24.69% |
$159K - $191K
|
12.7K
$494K
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-1.49K- 1.23% |
$57K - $68.4K
|
119K
$4.63M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-255- 62.96% |
$9.76K - $11.7K
|
150
$5.84K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48.8K- 49.54% |
$1.87M - $2.24M
|
49.7K
$1.93M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
94New |
$3.6K - $4.32K
|
94
$3.66K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18+ 0.14% |
$721 - $866
|
12.4K
$484K
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
2.1KNew |
$84.1K - $101K
|
2.1K
$81.7K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-201- 4.97% |
$8.05K - $9.67K
|
3.84K
$149K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.38K+ 23.03% |
$55.4K - $66.6K
|
7.39K
$288K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.91KNew |
$117K - $140K
|
2.91K
$113K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.5KNew |
$220K - $265K
|
5.5K
$214K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-90- 1.33% |
$3.6K - $4.33K
|
6.69K
$260K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
160New |
$6.41K - $7.7K
|
160
$6.22K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
165New |
$6.61K - $7.94K
|
165
$6.42K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-240- 16.53% |
$9.61K - $11.5K
|
1.21K
$47.1K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
36New |
$1.44K - $1.73K
|
36
$1.4K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.01K+ 366.3% |
$40.5K - $48.6K
|
1.29K
$50.1K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.71K- 21.58% |
$148K - $178K
|
13.5K
$524K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.28K- 19.99% |
$51.3K - $61.7K
|
5.13K
$200K
|