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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
99+ 0.02% |
$5.38K - $5.84K
|
502K
$28.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25+ 0.68% |
$1.36K - $1.48K
|
3.7K
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24+ 0.12% |
$1.3K - $1.42K
|
20.6K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.11% |
$1.09K - $1.18K
|
18.5K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.12% |
$543 - $590
|
8.09K
$456K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
9+ 0.1% |
$489 - $531
|
8.91K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7+ 0.15% |
$380 - $413
|
4.61K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6+ 0.04% |
$326 - $354
|
14.7K
$826K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.45% |
$163 - $177
|
671
$37.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$109 - $118
|
5.38K
$303K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.76% |
$109 - $118
|
264
$14.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
15.5KNew |
$835K - $878K
|
15.5K
$871K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.25KNew |
$338K - $355K
|
6.25K
$352K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
797New |
$43K - $45.3K
|
797
$44.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
413New |
$22.3K - $23.5K
|
413
$23.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
350New |
$18.9K - $19.9K
|
350
$19.7K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
306+ 123.89% |
$16.5K - $17.4K
|
553
$31.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
279+ 593.62% |
$15.1K - $15.8K
|
326
$18.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
229New |
$12.4K - $13K
|
229
$12.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 4.02% |
$3.24K - $3.41K
|
1.55K
$87.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22+ 0.43% |
$1.19K - $1.25K
|
5.15K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 2.18% |
$594 - $625
|
516
$29.1K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
26.5KNew |
$1.33M - $1.5M
|
26.5K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.02KNew |
$451K - $511K
|
9.02K
$508K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$220K - $249K
|
4.39K
$247K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.12KNew |
$206K - $233K
|
4.12K
$232K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.91KNew |
$196K - $222K
|
3.91K
$220K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.83KNew |
$192K - $217K
|
3.83K
$216K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
118New |
$5.91K - $6.69K
|
118
$6.65K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
56New |
$2.8K - $3.17K
|
56
$3.15K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$1.7K - $1.93K
|
34
$1.92K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6+ 0.13% |
$300 - $340
|
4.54K
$256K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.05% |
$250 - $283
|
9.81K
$552K
|
|
| Q4 2023 | |||||||
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
52.3KNew |
$2.31M - $2.67M
|
52.3K
$2.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.24KNew |
$231K - $267K
|
5.24K
$295K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
3.16KNew |
$139K - $161K
|
3.16K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2KNew |
$88.2K - $102K
|
2K
$113K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
229New |
$10.1K - $11.7K
|
229
$12.9K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$29.9K - $31.8K
|
650
$36.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
51+ 0.55% |
$2.35K - $2.49K
|
9.4K
$530K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.7% |
$46 - $48.9
|
38
$2.14K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
126KNew |
$5.49M - $5.86M
|
126K
$7.08M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.83KNew |
$254K - $272K
|
5.83K
$328K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.29KNew |
$187K - $200K
|
4.29K
$242K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
433New |
$18.9K - $20.2K
|
433
$24.4K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
292New |
$12.8K - $13.6K
|
292
$16.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.8KNew |
$3.6M - $3.98M
|
82.8K
$4.67M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.07KNew |
$220K - $244K
|
5.07K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.94KNew |
$215K - $237K
|
4.94K
$278K
|
|