Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-918- 3.35% |
$40.5K - $46.8K
|
26.5K
$1.49M
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-567- 2.04% |
$25K - $28.9K
|
27.3K
$1.54M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-435- 90.81% |
$19.2K - $22.2K
|
44
$2.48K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 18.96% |
$17.6K - $20.4K
|
1.71K
$96.3K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-172- 10.12% |
$7.58K - $8.76K
|
1.53K
$86.1K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-99- 1.25% |
$4.36K - $5.04K
|
7.83K
$441K
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-5- 0.47% |
$220 - $255
|
1.07K
$60.2K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.3KClosed |
$565K - $600K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 16.82% |
$50.1K - $53.2K
|
5.38K
$303K
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-570- 5.33% |
$24.9K - $26.6K
|
10.1K
$570K
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-36- 0.79% |
$1.57K - $1.68K
|
4.51K
$254K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-6- 0.03% |
$262 - $280
|
21.7K
$1.22M
|
|
Q1 2023 | |||||||
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.14K- 97.27% |
$310K - $343K
|
200
$11.3K
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.91K- 17.77% |
$83K - $91.7K
|
8.83K
$498K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.37K- 11.26% |
$59.4K - $65.6K
|
10.8K
$606K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-681- 8.41% |
$29.6K - $32.7K
|
7.41K
$418K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-150- 5.9% |
$6.53K - $7.21K
|
2.39K
$135K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-5.59K- 3.46% |
$236K - $275K
|
156K
$8.78M
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-461- 99.78% |
$19.4K - $22.7K
|
1
$56.3
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-200- 0.23% |
$8.44K - $9.84K
|
87.6K
$4.93M
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-100- 11.09% |
$4.22K - $4.92K
|
802
$45.2K
|
|
Q3 2022 | |||||||
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-219- 85.88% |
$9.12K - $10.4K
|
36
$2.03K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-80- 40.0% |
$3.33K - $3.82K
|
120
$6.76K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-259KClosed |
$11.1M - $12.9M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-167KClosed |
$7.13M - $8.35M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-86.6KClosed |
$3.7M - $4.33M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-29.5KClosed |
$1.26M - $1.48M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-13.4KClosed |
$575K - $673K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.31KClosed |
$398K - $466K
|
0
$0
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-9.09KClosed |
$389K - $455K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.55KClosed |
$194K - $228K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.25KClosed |
$182K - $213K
|
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
|
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
$66.2K
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-225Closed |
$10.4K - $11.4K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.51KClosed |
$292K - $318K
|
0
$0
|
|
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 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-562Closed |
$25.2K - $27.5K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-3.7K- 27.61% |
$159K - $170K
|
9.7K
$546K
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.18KClosed |
$93.5K - $100K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-400Closed |
$17.2K - $18.4K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.07KClosed |
$260K - $279K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-3.82KClosed |
$164K - $176K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-13.5KClosed |
$516K - $582K
|
0
$0
|
|
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
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-786Closed |
$29.9K - $33.8K
|
0
$0
|