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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
35.4KNew |
$1.52M - $1.63M
|
35.4K
$1.94M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.18KClosed |
$93.5K - $100K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.07KClosed |
$260K - $279K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
190+ 0.44% |
$8.14K - $8.75K
|
43.1K
$2.37M
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
434+ 516.67% |
$18.6K - $20K
|
518
$28.4K
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-3.82KClosed |
$164K - $176K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
200New |
$8.57K - $9.21K
|
200
$11K
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.31KClosed |
$202K - $228K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-7.25KClosed |
$276K - $312K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.2KClosed |
$464K - $524K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-13.5KClosed |
$516K - $582K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-786Closed |
$29.9K - $33.8K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 23, 2021
Q4 2020
|
Advisory Resource Group
|
SELL
|
- |
-6.55KClosed |
$214K - $252K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
405New |
$13.2K - $15.6K
|
405
$22.2K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.25KClosed |
$106K - $125K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-846- 13.57% |
$27.7K - $32.6K
|
5.39K
$296K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
952New |
$31.1K - $36.7K
|
952
$52.2K
|
|
|
Feb 02, 2021
Q4 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.25K- 8.48% |
$40.9K - $48.2K
|
13.5K
$740K
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.5KClosed |
$410K - $484K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-525Closed |
$17.2K - $18.7K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-500Closed |
$16.4K - $17.8K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-182- 0.74% |
$5.22K - $6.77K
|
24.5K
$1.35M
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
528New |
$15.1K - $19.6K
|
528
$29K
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.3KClosed |
$497K - $645K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.65KClosed |
$47.3K - $61.4K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-26KClosed |
$745K - $967K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-350Closed |
$10K - $13K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-90- 11.84% |
$2.58K - $3.35K
|
670
$36.8K
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.12KClosed |
$118K - $153K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-150Closed |
$4.3K - $5.58K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-952Closed |
$27.3K - $35.4K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
106New |
$2.75K - $4.46K
|
106
$5.82K
|
|
|
May 14, 2020
Q1 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.9KClosed |
$231K - $375K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.08KClosed |
$132K - $214K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-5.62KClosed |
$146K - $236K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.17KClosed |
$134K - $217K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.09KClosed |
$54.3K - $87.9K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Wms Partners, LLC
|
SELL
|
- |
-11.3KClosed |
$293K - $475K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-728Closed |
$18.9K - $30.6K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-483Closed |
$12.5K - $20.3K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Xml Financial, LLC
|
SELL
|
- |
-5.12KClosed |
$133K - $215K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.83KClosed |
$47.5K - $77K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-432KClosed |
$11.2M - $18.2M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-1.53KClosed |
$39.6K - $64.3K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Lincoln National Corp
|
SELL
|
- |
-4.88KClosed |
$127K - $205K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 22, 2022
Q4 2019
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
60New |
$2.2K - $2.5K
|
60
$3.29K
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.86KClosed |
$67.9K - $77.2K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
45+ 95.74% |
$1.65K - $1.87K
|
92
$5.05K
|
|
|
Feb 07, 2020
Q4 2019
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.92KClosed |
$217K - $246K
|
0
$0
|
|