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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
323+ 8.49% |
$16.9K - $20.1K
|
4.13K
$258K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-196- 4.49% |
$10.2K - $12.2K
|
4.17K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
20+ 0.02% |
$1.05K - $1.24K
|
110K
$6.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 241.18% |
$896K - $1.07M
|
24.3K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.55% |
$1.05K - $1.24K
|
3.68K
$230K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.91K+ 1817.14% |
$108K - $116K
|
2.01K
$126K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.35K- 47.8% |
$359K - $386K
|
6.93K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.7K+ 1.85% |
$659K - $710K
|
640K
$40M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.9K+ 1.77% |
$3.67M - $3.95M
|
3.73M
$234M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10+ 0.28% |
$566 - $609
|
3.62K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.14% |
$1.47K - $1.58K
|
18.5K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4.12KNew |
$233K - $251K
|
4.12K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.43K- 69.19% |
$137K - $148K
|
1.08K
$67.6K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-447- 0.3% |
$25.3K - $27.2K
|
148K
$9.25M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
60+ 3.25% |
$3.39K - $3.65K
|
1.91K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
400+ 2.21% |
$22.6K - $24.4K
|
18.5K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-336- 0.9% |
$19K - $20.5K
|
36.9K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-46- 0.6% |
$2.6K - $2.8K
|
7.59K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.76KNew |
$552K - $594K
|
9.76K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.1KNew |
$687K - $740K
|
12.1K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
207+ 1.1% |
$11.7K - $12.6K
|
19.1K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-920- 19.74% |
$52.1K - $56K
|
3.74K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.16KNew |
$179K - $192K
|
3.16K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
25+ 0.7% |
$1.41K - $1.52K
|
3.6K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.26K- 4.91% |
$411K - $442K
|
141K
$8.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
58.1KNew |
$3.29M - $3.54M
|
58.1K
$3.64M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-448- 0.3% |
$25.3K - $27.3K
|
147K
$9.17M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.77K- 14.33% |
$213K - $230K
|
22.5K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.68KNew |
$378K - $407K
|
6.68K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
129+ 0.78% |
$7.3K - $7.85K
|
16.7K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
661+ 3.25% |
$37.4K - $40.2K
|
21K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-490- 0.44% |
$27.7K - $29.8K
|
110K
$6.88M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-286- 8.39% |
$16.2K - $17.4K
|
3.12K
$195K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.17% |
$792 - $852
|
8.12K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-675- 5.63% |
$38.2K - $41.1K
|
11.3K
$708K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-101- 0.96% |
$5.71K - $6.15K
|
10.4K
$651K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.52K+ 5.78% |
$482K - $519K
|
156K
$9.75M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.8K+ 24.63% |
$1.17M - $1.26M
|
105K
$6.57M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-95- 5.82% |
$5.38K - $5.78K
|
1.54K
$96.1K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.79K- 18.27% |
$214K - $230K
|
16.9K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.98K+ 1.54% |
$225K - $242K
|
262K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.47K- 0.69% |
$196K - $211K
|
499K
$31.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.74KNew |
$438K - $471K
|
7.74K
$484K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
549+ 4.89% |
$31.1K - $33.4K
|
11.8K
$737K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.06K+ 20.49% |
$286K - $308K
|
29.7K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.84K- 15.97% |
$161K - $173K
|
14.9K
$934K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.54K+ 5.33% |
$370K - $398K
|
129K
$8.08M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
222+ 0.95% |
$12.6K - $13.5K
|
23.6K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
695New |
$39.3K - $42.3K
|
695
$43.5K
|
|