Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PWV)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PWV) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-46- 0.31% |
$2.59K - $2.84K
|
14.6K
$864K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-31- 0.35% |
$1.75K - $1.91K
|
8.88K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-53- 0.59% |
$2.99K - $3.27K
|
8.91K
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 0.24% |
$958 - $1.05K
|
6.93K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
40.4K+ 17.07% |
$2.28M - $2.5M
|
277K
$16.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-18- 0.41% |
$1.01K - $1.11K
|
4.41K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.24K+ 13.55% |
$69.7K - $76.4K
|
10.4K
$614K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5- 0.11% |
$282 - $309
|
4.53K
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
112+ 0.45% |
$6.31K - $6.91K
|
25K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-844- 3.28% |
$47.5K - $52.1K
|
24.9K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.87K- 3.18% |
$218K - $239K
|
118K
$6.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
30+ 0.47% |
$1.69K - $1.85K
|
6.35K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.3K- 3.47% |
$242K - $265K
|
120K
$7.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6- 0.14% |
$338 - $370
|
4.36K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-47- 1.27% |
$2.65K - $2.9K
|
3.66K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
223+ 3.72% |
$12.6K - $13.8K
|
6.22K
$368K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 0.5% |
$225 - $247
|
801
$47.4K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.23K+ 94.69% |
$230K - $250K
|
8.7K
$514K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.06KNew |
$275K - $299K
|
5.06K
$300K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.41KNew |
$240K - $260K
|
4.41K
$261K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24+ 0.12% |
$1.3K - $1.42K
|
20.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
518+ 12.68% |
$28.1K - $30.6K
|
4.6K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27- 0.13% |
$1.47K - $1.59K
|
20.2K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
265+ 0.53% |
$14.4K - $15.6K
|
50.7K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-367- 18.37% |
$19.9K - $21.7K
|
1.63K
$96.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.1KNew |
$1.42M - $1.54M
|
26.1K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
683+ 0.47% |
$37.1K - $40.3K
|
147K
$8.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
99+ 0.02% |
$5.38K - $5.84K
|
502K
$29.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.11% |
$1.09K - $1.18K
|
18.5K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.15K+ 46.65% |
$117K - $127K
|
6.75K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.38K+ 0.38% |
$129K - $140K
|
620K
$36.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
120+ 0.14% |
$6.52K - $7.08K
|
85.6K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.4K+ 183.99% |
$76.2K - $82.7K
|
2.16K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-244- 1.15% |
$13.3K - $14.4K
|
20.9K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3K- 2.57% |
$163K - $177K
|
114K
$6.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.37KNew |
$237K - $258K
|
4.37K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-1.21K- 21.27% |
$65.6K - $71.2K
|
4.47K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.73KNew |
$203K - $220K
|
3.73K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
307+ 0.21% |
$16.7K - $18.1K
|
150K
$8.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.81KNew |
$533K - $579K
|
9.81K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-702- 1.84% |
$38.1K - $41.4K
|
37.5K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.04K+ 23.1% |
$165K - $180K
|
16.2K
$959K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
181K+ 5.62% |
$9.85M - $10.7M
|
3.41M
$202M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-598- 4.53% |
$32.5K - $35.3K
|
12.6K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-99- 2.68% |
$5.38K - $5.84K
|
3.6K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
590+ 17.31% |
$32.1K - $34.8K
|
4K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.12% |
$543 - $590
|
8.09K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.5K- 8.63% |
$677K - $735K
|
132K
$7.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.47K+ 2.3% |
$189K - $205K
|
154K
$9.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.13KNew |
$224K - $244K
|
4.13K
$244K
|
|