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 |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
458+ 35.37% |
$22.9K - $26K
|
1.75K
$96.7K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.2KNew |
$1.96M - $2.22M
|
39.2K
$2.16M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
96.2KNew |
$4.81M - $5.45M
|
96.2K
$5.31M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.75K+ 4.82% |
$288K - $326K
|
125K
$6.9M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.92K- 49.3% |
$146K - $166K
|
3.01K
$166K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.87K- 20.55% |
$344K - $390K
|
26.6K
$1.47M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-195K- 5.62% |
$9.78M - $11.1M
|
3.28M
$181M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.83K- 25.9% |
$342K - $387K
|
19.6K
$1.08M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.2K+ 3.31% |
$1.01M - $1.14M
|
631K
$34.8M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.87K- 1.27% |
$93.3K - $106K
|
145K
$7.99M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.7KNew |
$884K - $1M
|
17.7K
$974K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.1K- 75.68% |
$808K - $915K
|
5.19K
$286K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.3K- 12.68% |
$915K - $1.04M
|
126K
$6.95M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-139- 0.89% |
$6.96K - $7.88K
|
15.4K
$851K
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.58K+ 23.87% |
$78.9K - $89.4K
|
8.19K
$452K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.11% |
$450 - $510
|
8.07K
$445K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.52K+ 49.66% |
$427K - $483K
|
25.7K
$1.42M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6+ 0.13% |
$300 - $340
|
4.59K
$253K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.48K- 4.91% |
$224K - $254K
|
86.8K
$4.79M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
175+ 0.81% |
$8.76K - $9.92K
|
21.8K
$1.2M
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.23% |
$350 - $397
|
3.01K
$166K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
72+ 0.2% |
$3.6K - $4.08K
|
36K
$1.98M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-457- 1.54% |
$22.9K - $25.9K
|
29.3K
$1.61M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.02KNew |
$451K - $511K
|
9.02K
$497K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
81.7K+ 178.12% |
$4.09M - $4.63M
|
128K
$7.04M
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.45% |
$150 - $170
|
664
$36.6K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.6K+ 14.49% |
$878K - $995K
|
139K
$7.65M
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-145- 3.17% |
$7.26K - $8.22K
|
4.43K
$245K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.53K+ 35.63% |
$176K - $200K
|
13.4K
$740K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-977- 4.7% |
$48.9K - $55.4K
|
19.8K
$1.09M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-21.2K- 4.06% |
$1.06M - $1.2M
|
502K
$27.7M
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.27K- 0.86% |
$63.4K - $71.8K
|
146K
$8.03M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.27K+ 6.01% |
$364K - $412K
|
128K
$7.08M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-87- 0.54% |
$4.35K - $4.93K
|
16K
$883K
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-407- 0.32% |
$20.4K - $23.1K
|
125K
$6.9M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.68K+ 1.34% |
$334K - $379K
|
505K
$27.8M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.6K+ 4.36% |
$2.03M - $2.3M
|
970K
$53.5M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-129K- 60.35% |
$6.48M - $7.33M
|
85K
$4.69M
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
236+ 0.47% |
$11.8K - $13.4K
|
50.1K
$2.77M
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.52K- 18.8% |
$75.9K - $85.9K
|
6.55K
$361K
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-10.5K- 36.67% |
$526K - $596K
|
18.2K
$1M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
108+ 8.0% |
$5.41K - $6.12K
|
1.46K
$80.5K
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
38.2KNew |
$1.91M - $2.17M
|
38.2K
$2.11M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.46K- 33.93% |
$473K - $536K
|
18.4K
$1.02M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
256+ 2.45% |
$12.8K - $14.5K
|
10.7K
$591K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.8K+ 41.07% |
$290K - $329K
|
19.9K
$1.1M
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.36K- 28.7% |
$168K - $190K
|
8.34K
$460K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
98+ 1.39% |
$4.9K - $5.55K
|
7.13K
$393K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.12KNew |
$206K - $233K
|
4.12K
$227K
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-614- 13.98% |
$30.7K - $34.8K
|
3.78K
$208K
|