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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-96- 0.72% |
$5.22K - $5.66K
|
13.3K
$749K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.8K+ 4.22% |
$2.49M - $2.7M
|
1.13M
$63.6M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22K+ 15.05% |
$1.2M - $1.3M
|
168K
$9.49M
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-37.3K- 35.07% |
$2.03M - $2.2M
|
69K
$3.89M
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.45% |
$163 - $177
|
671
$37.8K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.18K+ 0.81% |
$64.1K - $69.6K
|
146K
$8.23M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-602- 5.66% |
$32.7K - $35.5K
|
10K
$565K
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
183KNew |
$9.95M - $10.8M
|
183K
$10.3M
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-3.05K- 18.44% |
$166K - $180K
|
13.5K
$760K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-218- 2.93% |
$11.8K - $12.9K
|
7.23K
$407K
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
133+ 0.52% |
$7.23K - $7.85K
|
25.8K
$1.46M
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-328- 1.79% |
$17.8K - $19.4K
|
18K
$1.02M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.19KNew |
$228K - $247K
|
4.19K
$236K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-28- 0.11% |
$1.52K - $1.65K
|
25.7K
$1.45M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.66KNew |
$199K - $216K
|
3.66K
$206K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-132- 0.5% |
$7.17K - $7.79K
|
26.3K
$1.48M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.6KNew |
$794K - $863K
|
14.6K
$824K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.24K- 11.93% |
$67.3K - $73.1K
|
9.14K
$515K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.76K+ 1.94% |
$313K - $340K
|
303K
$17M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.8K- 28.23% |
$752K - $816K
|
35.2K
$1.98M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3.52KNew |
$191K - $208K
|
3.52K
$198K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-35- 1.89% |
$1.9K - $2.07K
|
1.81K
$102K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-21.8K- 15.22% |
$1.19M - $1.29M
|
122K
$6.85M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5- 0.07% |
$272 - $295
|
7.48K
$422K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-412- 2.21% |
$22.4K - $24.3K
|
18.2K
$1.03M
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
9+ 0.1% |
$489 - $531
|
8.91K
$502K
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
3.46KNew |
$188K - $204K
|
3.46K
$195K
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-941- 9.5% |
$51.1K - $55.5K
|
8.96K
$505K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.71KNew |
$92.9K - $101K
|
1.71K
$96.3K
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-396- 1.6% |
$21.5K - $23.4K
|
24.3K
$1.37M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.63K- 3.15% |
$360K - $391K
|
203K
$11.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.26K+ 18.56% |
$395K - $429K
|
46.4K
$2.61M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.1K+ 14.73% |
$2.94M - $3.19M
|
421K
$23.7M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$109 - $118
|
5.38K
$303K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
66K+ 115.95% |
$3.59M - $3.9M
|
123K
$6.93M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.37KNew |
$237K - $258K
|
4.37K
$246K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.11K+ 1.74% |
$115K - $125K
|
124K
$6.98M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
1.76K+ 38.6% |
$95.6K - $104K
|
6.32K
$356K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4.31K+ 15.13% |
$234K - $254K
|
32.8K
$1.85M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.57KNew |
$248K - $270K
|
4.57K
$257K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
114+ 0.46% |
$6.19K - $6.73K
|
24.9K
$1.4M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.83KNew |
$99.2K - $108K
|
1.83K
$103K
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-89.3K- 27.38% |
$4.85M - $5.27M
|
237K
$13.3M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.76% |
$109 - $118
|
264
$14.9K
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25+ 0.68% |
$1.36K - $1.48K
|
3.7K
$209K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
306+ 123.89% |
$16.5K - $17.4K
|
553
$31.2K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.25KNew |
$338K - $355K
|
6.25K
$352K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.54K- 97.47% |
$83.1K - $87.4K
|
40
$2.25K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.01KClosed |
$162K - $171K
|
0
$0
|