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 |
---|---|---|---|---|---|---|---|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
56New |
$2.8K - $3.17K
|
56
$3.27K
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-719- 3.77% |
$36K - $40.8K
|
18.4K
$1.07M
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
26.5KNew |
$1.33M - $1.5M
|
26.5K
$1.55M
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$220K - $249K
|
4.39K
$256K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.05% |
$250 - $283
|
9.81K
$573K
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6+ 0.13% |
$300 - $340
|
4.54K
$265K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-583- 5.14% |
$29.2K - $33K
|
10.8K
$628K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
4.19KNew |
$210K - $238K
|
4.19K
$245K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$1.7K - $1.93K
|
34
$1.99K
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.91KNew |
$196K - $222K
|
3.91K
$228K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.83KNew |
$192K - $217K
|
3.83K
$224K
|
|
Q4 2023 | |||||||
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
52.3KNew |
$2.31M - $2.67M
|
52.3K
$3.05M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-435- 90.81% |
$19.2K - $22.2K
|
44
$2.57K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-99- 1.25% |
$4.36K - $5.04K
|
7.83K
$457K
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
37.3K+ 54.02% |
$1.64M - $1.9M
|
106K
$6.21M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2KNew |
$88.2K - $102K
|
2K
$117K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-567- 2.04% |
$25K - $28.9K
|
27.3K
$1.59M
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-148- 0.6% |
$6.53K - $7.54K
|
24.7K
$1.44M
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
3.16KNew |
$139K - $161K
|
3.16K
$184K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 18.96% |
$17.6K - $20.4K
|
1.71K
$99.8K
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.24KNew |
$231K - $267K
|
5.24K
$306K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.83KNew |
$80.5K - $93K
|
1.83K
$107K
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-5- 0.47% |
$220 - $255
|
1.07K
$62.4K
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-20- 0.44% |
$882 - $1.02K
|
4.56K
$266K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-172- 10.12% |
$7.58K - $8.76K
|
1.53K
$89.2K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
229New |
$10.1K - $11.7K
|
229
$13.4K
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-918- 3.35% |
$40.5K - $46.8K
|
26.5K
$1.55M
|
|
Q3 2023 | |||||||
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.89KNew |
$317K - $337K
|
6.89K
$402K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 16.82% |
$50.1K - $53.2K
|
5.38K
$314K
|
|
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
$38K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.7% |
$46 - $48.9
|
38
$2.22K
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
51+ 0.55% |
$2.35K - $2.49K
|
9.4K
$549K
|
|
Q2 2023 | |||||||
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-36- 0.79% |
$1.57K - $1.68K
|
4.51K
$263K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.83KNew |
$254K - $272K
|
5.83K
$340K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
292New |
$12.8K - $13.6K
|
292
$17K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-655- 26.16% |
$28.6K - $30.5K
|
1.85K
$108K
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-570- 5.33% |
$24.9K - $26.6K
|
10.1K
$591K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-6- 0.03% |
$262 - $280
|
21.7K
$1.27M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
433New |
$18.9K - $20.2K
|
433
$25.3K
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.29KNew |
$187K - $200K
|
4.29K
$250K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
126KNew |
$5.49M - $5.86M
|
126K
$7.34M
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
204New |
$8.88K - $9.81K
|
204
$11.9K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.05K+ 5.48% |
$176K - $195K
|
78K
$4.56M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.8KNew |
$3.6M - $3.98M
|
82.8K
$4.84M
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-495- 47.46% |
$21.5K - $23.8K
|
548
$32K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.07KNew |
$220K - $244K
|
5.07K
$296K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-150- 5.9% |
$6.53K - $7.21K
|
2.39K
$140K
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.94KNew |
$215K - $237K
|
4.94K
$288K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
181New |
$7.88K - $8.7K
|
181
$10.6K
|