Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PWV)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PWV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
60+ 3.25% |
$3.39K - $3.65K
|
1.91K
$119K
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
54+ 0.65% |
$3.06K - $3.29K
|
8.31K
$520K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
46+ 1.04% |
$2.6K - $2.8K
|
4.46K
$279K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.14% |
$1.47K - $1.58K
|
18.5K
$1.16M
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
25+ 0.7% |
$1.41K - $1.52K
|
3.6K
$225K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17+ 0.72% |
$962 - $1.04K
|
2.38K
$149K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.17% |
$792 - $852
|
8.12K
$508K
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10+ 0.28% |
$566 - $609
|
3.62K
$226K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5+ 0.74% |
$283 - $304
|
680
$42.5K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
3+ 0.71% |
$170 - $183
|
427
$26.7K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.01% |
$113 - $122
|
14.6K
$914K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$113 - $122
|
5.39K
$337K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1+ 0.02% |
$56.6 - $60.9
|
4.53K
$284K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.84KNew |
$272K - $298K
|
4.84K
$302K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.34KNew |
$75.4K - $82.6K
|
1.34K
$83.7K
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
335New |
$18.9K - $20.7K
|
335
$21K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
223+ 3.72% |
$12.6K - $13.8K
|
6.22K
$389K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
58New |
$3.27K - $3.58K
|
58
$3.63K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
30+ 0.47% |
$1.69K - $1.85K
|
6.35K
$397K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
11+ 0.31% |
$620 - $679
|
3.53K
$221K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 0.5% |
$225 - $247
|
801
$50.1K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.63% |
$56.3 - $61.7
|
39
$2.44K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.81KNew |
$533K - $579K
|
9.81K
$614K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.26K+ 18.56% |
$395K - $429K
|
46.4K
$2.9M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.06KNew |
$275K - $299K
|
5.06K
$317K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.57KNew |
$248K - $270K
|
4.57K
$286K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.41KNew |
$240K - $260K
|
4.41K
$276K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.37KNew |
$237K - $258K
|
4.37K
$273K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.19KNew |
$228K - $247K
|
4.19K
$262K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.66KNew |
$199K - $216K
|
3.66K
$229K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.83KNew |
$99.2K - $108K
|
1.83K
$114K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.71KNew |
$92.9K - $101K
|
1.71K
$107K
|
|
Q2 2024 | |||||||
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
15.5KNew |
$835K - $878K
|
15.5K
$967K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.25KNew |
$338K - $355K
|
6.25K
$391K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
350New |
$18.9K - $19.9K
|
350
$21.9K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
306+ 123.89% |
$16.5K - $17.4K
|
553
$34.6K
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
279+ 593.62% |
$15.1K - $15.8K
|
326
$20.4K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
229New |
$12.4K - $13K
|
229
$14.3K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 4.02% |
$3.24K - $3.41K
|
1.55K
$97.1K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22+ 0.43% |
$1.19K - $1.25K
|
5.15K
$322K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 2.18% |
$594 - $625
|
516
$32.3K
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
26.5KNew |
$1.33M - $1.5M
|
26.5K
$1.66M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.02KNew |
$451K - $511K
|
9.02K
$564K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$220K - $249K
|
4.39K
$274K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.12KNew |
$206K - $233K
|
4.12K
$258K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.83KNew |
$192K - $217K
|
3.83K
$240K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
118New |
$5.91K - $6.69K
|
118
$7.38K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
56New |
$2.8K - $3.17K
|
56
$3.5K
|