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 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
400+ 200.0% |
$13.2K - $48.5K
|
600
$23.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3KNew |
$99.2K - $364K
|
3K
$117K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
250+ 200.0% |
$8.27K - $30.3K
|
375
$14.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 200.0% |
$6.61K - $24.2K
|
300
$11.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
18.9K+ 158.78% |
$626K - $2.29M
|
30.8K
$1.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
80+ 200.0% |
$2.64K - $9.69K
|
120
$4.67K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
12New |
$397 - $1.45K
|
12
$467
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
182+ 200.0% |
$6.02K - $22.1K
|
273
$10.6K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
600+ 200.0% |
$19.8K - $72.7K
|
900
$35K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
307New |
$34.1K - $38K
|
307
$11.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.32% |
$667 - $742
|
1.84K
$71.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.82K- 59.18% |
$314K - $349K
|
1.95K
$75.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-520- 4.73% |
$57.8K - $64.3K
|
10.5K
$408K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.7% |
$541 - $624
|
714
$27.8K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2KNew |
$217K - $250K
|
2K
$77.8K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2New |
$217 - $250
|
2
$77.8
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
2.62K+ 6.2% |
$283K - $327K
|
44.8K
$1.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
708New |
$76.7K - $88.4K
|
708
$27.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-30- 2.48% |
$3.25K - $3.75K
|
1.18K
$45.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
100+ 5.0% |
$3.95K - $12.7K
|
2.1K
$81.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-473- 22.26% |
$18.7K - $60K
|
1.65K
$64.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-185- 12.25% |
$7.31K - $23.4K
|
1.33K
$51.5K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
49New |
$1.94K - $6.21K
|
49
$1.91K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-76- 62.81% |
$3K - $9.63K
|
45
$1.75K
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-205- 6.0% |
$8.1K - $26K
|
3.21K
$125K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$969 - $1.13K
|
25
$973
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.46KNew |
$302K - $393K
|
8.46K
$329K
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.14KNew |
$76.4K - $99.3K
|
2.14K
$83.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-741- 13.61% |
$26.4K - $34.4K
|
4.7K
$183K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-111Closed |
$3.96K - $5.15K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.78KClosed |
$63.5K - $82.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.24KNew |
$44.1K - $57.4K
|
1.24K
$48.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-20Closed |
$714 - $928
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
600New |
$21.4K - $27.8K
|
600
$23.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
296+ 1.92% |
$10.6K - $13.7K
|
15.7K
$611K
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 45.52% |
$61.3K - $79.7K
|
2.06K
$80K
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
SELL
|
- |
-1.58KClosed |
$56.5K - $73.5K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-8Closed |
$285 - $371
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-31.7KClosed |
$1.13M - $1.47M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$7.14K - $9.28K
|
200
$7.78K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
8.16K+ 109.42% |
$291K - $379K
|
15.6K
$607K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.43K- 65.01% |
$51K - $66.3K
|
769
$29.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-665Closed |
$23.7K - $30.9K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-13K- 85.7% |
$465K - $605K
|
2.18K
$84.6K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
115New |
$4.1K - $5.34K
|
115
$4.47K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-55Closed |
$2.23K - $2.78K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-846Closed |
$34.4K - $42.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
111KNew |
$4.53M - $5.63M
|
111K
$4.33M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.58KClosed |
$64.2K - $80K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
200New |
$8.13K - $10.1K
|
200
$7.78K
|
|