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 |
---|---|---|---|---|---|---|---|
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
$25.3K
|
|
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
$337K
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
952New |
$31.1K - $36.7K
|
952
$59.6K
|
|
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
$1.53M
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
528New |
$15.1K - $19.6K
|
528
$33K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.65KClosed |
$47.3K - $61.4K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.3KClosed |
$497K - $645K
|
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
$41.9K
|
|
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 14, 2020
Q1 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.9KClosed |
$231K - $375K
|
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
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-728Closed |
$18.9K - $30.6K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Wms Partners, LLC
|
SELL
|
- |
-11.3KClosed |
$293K - $475K
|
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
$3.75K
|
|
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
$5.76K
|
|
Feb 07, 2020
Q4 2019
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.92KClosed |
$217K - $246K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15.4KClosed |
$565K - $643K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-138Closed |
$5.05K - $5.75K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-208Closed |
$7.62K - $8.66K
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-69Closed |
$2.53K - $2.87K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-428Closed |
$15.7K - $17.8K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.23KClosed |
$43.7K - $47.9K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-22.8KClosed |
$814K - $892K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Motco
|
SELL
|
- |
-982Closed |
$35K - $38.4K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
490New |
$17.5K - $19.2K
|
490
$30.7K
|
|
Oct 24, 2019
Q3 2019
|
Regions Financial Corp
|
SELL
|
- |
-7.28KClosed |
$259K - $285K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.1KClosed |
$39K - $42.8K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-126Closed |
$4.34K - $4.66K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Plimoth Trust CO LLC
|
SELL
|
- |
-28.5KClosed |
$983K - $1.05M
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Pflug Koory, LLC
|
SELL
|
- |
-1.38KClosed |
$47.4K - $50.9K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-785Closed |
$25.4K - $28.6K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-500Closed |
$16.2K - $18.2K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Gratus Capital LLC
|
SELL
|
- |
-66.1KClosed |
$2.14M - $2.41M
|
0
$0
|