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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 2.18% |
$594 - $625
|
516
$29.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
413New |
$22.3K - $23.5K
|
413
$23.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-458- 26.13% |
$24.7K - $26K
|
1.3K
$72.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.16K- 0.64% |
$62.4K - $65.6K
|
179K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
229New |
$12.4K - $13K
|
229
$12.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-108- 7.41% |
$5.83K - $6.13K
|
1.35K
$76K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-18.7K- 56.76% |
$1.01M - $1.06M
|
14.3K
$804K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22+ 0.43% |
$1.19K - $1.25K
|
5.15K
$290K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-196- 0.55% |
$10.6K - $11.1K
|
35.2K
$1.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
279+ 593.62% |
$15.1K - $15.8K
|
326
$18.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-125- 0.31% |
$6.75K - $7.1K
|
39.6K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
15.5KNew |
$835K - $878K
|
15.5K
$871K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$54 - $56.8
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
350New |
$18.9K - $19.9K
|
350
$19.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 4.02% |
$3.24K - $3.41K
|
1.55K
$87.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
797New |
$43K - $45.3K
|
797
$44.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.83K- 25.9% |
$342K - $387K
|
19.6K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.1K- 75.68% |
$808K - $915K
|
5.19K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-457- 1.54% |
$22.9K - $25.9K
|
29.3K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.02KNew |
$451K - $511K
|
9.02K
$508K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-145- 3.17% |
$7.26K - $8.22K
|
4.43K
$250K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.52K- 18.8% |
$75.9K - $85.9K
|
6.55K
$369K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.12KNew |
$206K - $233K
|
4.12K
$232K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.36K- 28.7% |
$168K - $190K
|
8.34K
$470K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
118New |
$5.91K - $6.69K
|
118
$6.65K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
56New |
$2.8K - $3.17K
|
56
$3.15K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
26.5KNew |
$1.33M - $1.5M
|
26.5K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$220K - $249K
|
4.39K
$247K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.05% |
$250 - $283
|
9.81K
$552K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6+ 0.13% |
$300 - $340
|
4.54K
$256K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-583- 5.14% |
$29.2K - $33K
|
10.8K
$606K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$1.7K - $1.93K
|
34
$1.92K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.91KNew |
$196K - $222K
|
3.91K
$220K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.83KNew |
$192K - $217K
|
3.83K
$216K
|
|
| Q4 2023 | |||||||
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
52.3KNew |
$2.31M - $2.67M
|
52.3K
$2.95M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-435- 90.81% |
$19.2K - $22.2K
|
44
$2.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-99- 1.25% |
$4.36K - $5.04K
|
7.83K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-567- 2.04% |
$25K - $28.9K
|
27.3K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2KNew |
$88.2K - $102K
|
2K
$113K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
3.16KNew |
$139K - $161K
|
3.16K
$178K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 18.96% |
$17.6K - $20.4K
|
1.71K
$96.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.24KNew |
$231K - $267K
|
5.24K
$295K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-5- 0.47% |
$220 - $255
|
1.07K
$60.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
229New |
$10.1K - $11.7K
|
229
$12.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-172- 10.12% |
$7.58K - $8.76K
|
1.53K
$86.1K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-918- 3.35% |
$40.5K - $46.8K
|
26.5K
$1.49M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 16.82% |
$50.1K - $53.2K
|
5.38K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.3KClosed |
$565K - $600K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$29.9K - $31.8K
|
650
$36.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.7% |
$46 - $48.9
|
38
$2.14K
|
|