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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.68K+ 606.11% |
$113K - $132K
|
3.12K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-461- 99.78% |
$19.4K - $22.7K
|
1
$62.6
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
225New |
$9.49K - $11.1K
|
225
$14.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2KNew |
$84.3K - $98.3K
|
2K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
250New |
$10.5K - $12.3K
|
250
$15.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-200- 0.23% |
$8.44K - $9.84K
|
87.6K
$5.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
400+ 100.0% |
$16.9K - $19.7K
|
800
$50K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
517New |
$21.8K - $25.4K
|
517
$32.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-5.59K- 3.46% |
$236K - $275K
|
156K
$9.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.68% |
$337 - $394
|
1.18K
$73.9K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-100- 11.09% |
$4.22K - $4.92K
|
802
$50.2K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
44K+ 32.6% |
$1.85M - $2.16M
|
179K
$11.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
440New |
$18.6K - $21.7K
|
440
$27.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
218+ 6.5% |
$9.08K - $10.4K
|
3.57K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
133+ 80.12% |
$5.54K - $6.34K
|
299
$18.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.19KNew |
$175K - $200K
|
4.19K
$262K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-219- 85.88% |
$9.12K - $10.4K
|
36
$2.25K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-80- 40.0% |
$3.33K - $3.82K
|
120
$7.51K
|
|
| Q2 2022 | |||||||
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-9.09KClosed |
$389K - $455K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-86.6KClosed |
$3.7M - $4.33M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.55KClosed |
$194K - $228K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.31KClosed |
$398K - $466K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-29.5KClosed |
$1.26M - $1.48M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-167KClosed |
$7.13M - $8.35M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-13.4KClosed |
$575K - $673K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-4.14KClosed |
$177K - $207K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-194Closed |
$8.29K - $9.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.12KNew |
$331K - $361K
|
7.12K
$445K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-225Closed |
$10.4K - $11.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.34KClosed |
$155K - $169K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.19K- 50.21% |
$55K - $60K
|
1.18K
$73.5K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.5KNew |
$302K - $329K
|
6.5K
$407K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
420New |
$19.5K - $21.3K
|
420
$26.3K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
PUT |
-2KClosed |
$89.8K - $97.8K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-980Closed |
$44K - $47.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.51KClosed |
$292K - $318K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-562Closed |
$25.2K - $27.5K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-400Closed |
$17.2K - $18.4K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-3.7K- 27.61% |
$159K - $170K
|
9.7K
$607K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
35.4KNew |
$1.52M - $1.63M
|
35.4K
$2.22M
|
|
|
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
$2.7M
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
434+ 516.67% |
$18.6K - $20K
|
518
$32.4K
|
|
|
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
$12.5K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.2KClosed |
$464K - $524K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-7.25KClosed |
$276K - $312K
|
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
|
|