Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q3 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
183KNew |
$9.95M - $10.8M
|
183K
$10.6M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
181K+ 5.62% |
$9.85M - $10.7M
|
3.41M
$197M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
66K+ 115.95% |
$3.59M - $3.9M
|
123K
$7.11M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.1K+ 14.73% |
$2.94M - $3.19M
|
421K
$24.4M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.8K+ 4.22% |
$2.49M - $2.7M
|
1.13M
$65.3M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.1KNew |
$1.42M - $1.54M
|
26.1K
$1.51M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22K+ 15.05% |
$1.2M - $1.3M
|
168K
$9.74M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.1K+ 3.3% |
$931K - $1.01M
|
536K
$31M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.6KNew |
$794K - $863K
|
14.6K
$846K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.1K+ 11.01% |
$602K - $654K
|
112K
$6.46M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.81KNew |
$533K - $579K
|
9.81K
$567K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.26K+ 18.56% |
$395K - $429K
|
46.4K
$2.68M
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.76K+ 1.94% |
$313K - $340K
|
303K
$17.5M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.06KNew |
$275K - $299K
|
5.06K
$293K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.57KNew |
$248K - $270K
|
4.57K
$264K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.41KNew |
$240K - $260K
|
4.41K
$255K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.37KNew |
$237K - $258K
|
4.37K
$253K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.37KNew |
$237K - $258K
|
4.37K
$253K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4.31K+ 15.13% |
$234K - $254K
|
32.8K
$1.9M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.23K+ 94.69% |
$230K - $250K
|
8.7K
$503K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.19KNew |
$228K - $247K
|
4.19K
$242K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.13KNew |
$224K - $244K
|
4.13K
$239K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.73KNew |
$203K - $220K
|
3.73K
$216K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.66KNew |
$199K - $216K
|
3.66K
$211K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3.52KNew |
$191K - $208K
|
3.52K
$204K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.47K+ 2.3% |
$189K - $205K
|
154K
$8.91M
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
3.46KNew |
$188K - $204K
|
3.46K
$200K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.04K+ 23.1% |
$165K - $180K
|
16.2K
$938K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.38K+ 0.38% |
$129K - $140K
|
620K
$35.9M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.15K+ 46.65% |
$117K - $127K
|
6.75K
$390K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.11K+ 1.74% |
$115K - $125K
|
124K
$7.17M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.83KNew |
$99.2K - $108K
|
1.83K
$106K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
1.76K+ 38.6% |
$95.6K - $104K
|
6.32K
$366K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.71KNew |
$92.9K - $101K
|
1.71K
$98.9K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.4K+ 183.99% |
$76.2K - $82.7K
|
2.16K
$125K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.3K+ 237.23% |
$70.6K - $76.7K
|
1.85K
$107K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.18K+ 0.81% |
$64.1K - $69.6K
|
146K
$8.45M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
767+ 2.13% |
$41.7K - $45.3K
|
36.9K
$2.13M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
695New |
$37.8K - $41K
|
695
$40.2K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
683+ 0.47% |
$37.1K - $40.3K
|
147K
$8.52M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
590+ 17.31% |
$32.1K - $34.8K
|
4K
$231K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
518+ 12.68% |
$28.1K - $30.6K
|
4.6K
$266K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
307+ 0.21% |
$16.7K - $18.1K
|
150K
$8.65M
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
265+ 0.53% |
$14.4K - $15.6K
|
50.7K
$2.93M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
204+ 1.23% |
$11.1K - $12K
|
16.8K
$971K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
156+ 30.35% |
$8.48K - $9.21K
|
670
$38.8K
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
139+ 1.69% |
$7.55K - $8.2K
|
8.34K
$482K
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
133+ 0.52% |
$7.23K - $7.85K
|
25.8K
$1.5M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
120+ 0.14% |
$6.52K - $7.08K
|
85.6K
$4.95M
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
114+ 0.46% |
$6.19K - $6.73K
|
24.9K
$1.44M
|