A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 14,651 shares of PWV stock, worth $852,248. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,651
Previous 14,684 0.22%
Holding current value
$852,248
Previous $832,000 3.13%
% of portfolio
0.11%
Previous 0.11%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$54.01 - $56.78 $1,782 - $1,873
-33 Reduced 0.22%
14,651 $806,000
Q1 2024

Apr 30, 2024

BUY
$50.05 - $56.68 $450 - $510
9 Added 0.06%
14,684 $832,000
Q4 2023

Jan 31, 2024

BUY
$44.09 - $50.95 $44 - $50
1 Added 0.01%
14,675 $744,000
Q3 2023

Oct 13, 2023

BUY
$46.03 - $48.86 $322 - $342
7 Added 0.05%
14,674 $686,000
Q2 2023

Jul 25, 2023

BUY
$43.67 - $46.63 $742 - $792
17 Added 0.12%
14,667 $683,000
Q1 2023

Apr 20, 2023

SELL
$43.51 - $48.07 $10,268 - $11,344
-236 Reduced 1.59%
14,650 $663,000
Q4 2022

Feb 02, 2023

BUY
$42.18 - $49.21 $421 - $492
10 Added 0.07%
14,886 $700,000
Q3 2022

Oct 18, 2022

BUY
$41.65 - $47.7 $17,742 - $20,320
426 Added 2.95%
14,876 $620,000
Q2 2022

Jul 25, 2022

SELL
$42.73 - $50.01 $2,948 - $3,450
-69 Reduced 0.48%
14,450 $631,000
Q1 2022

Apr 29, 2022

SELL
$46.43 - $50.64 $510 - $557
-11 Reduced 0.08%
14,519 $710,000
Q4 2021

Jan 21, 2022

BUY
$44.89 - $48.92 $808 - $880
18 Added 0.12%
14,530 $708,000
Q3 2021

Nov 15, 2021

BUY
$42.97 - $45.96 $945 - $1,011
22 Added 0.15%
14,512 $645,000
Q2 2021

Jul 21, 2021

BUY
$42.85 - $46.04 $342 - $368
8 Added 0.06%
14,490 $643,000
Q1 2021

May 04, 2021

BUY
$38.09 - $43.0 $533 - $602
14 Added 0.1%
14,482 $618,000
Q4 2020

Feb 01, 2021

BUY
$32.7 - $38.56 $16,677 - $19,665
510 Added 3.65%
14,468 $558,000
Q3 2020

Nov 03, 2020

BUY
$32.75 - $35.61 $458 - $498
14 Added 0.1%
13,958 $475,000
Q2 2020

Jul 30, 2020

SELL
$28.67 - $37.21 $5,934 - $7,702
-207 Reduced 1.46%
13,944 $468,000
Q1 2020

Apr 29, 2020

SELL
$25.96 - $42.08 $22,974 - $37,240
-885 Reduced 5.89%
14,151 $426,000
Q4 2019

Feb 27, 2020

BUY
$36.63 - $41.64 $527,984 - $600,198
14,414 Added 2317.36%
15,036 $622,000
Q4 2019

Jan 27, 2020

SELL
$36.63 - $41.64 $527,948 - $600,157
-14,413 Reduced 95.86%
622 $622,000
Q3 2019

Oct 28, 2019

SELL
$35.64 - $39.1 $71 - $78
-2 Reduced 0.01%
15,035 $576,000
Q2 2019

Aug 02, 2019

SELL
$34.47 - $36.99 $13,719 - $14,722
-398 Reduced 2.58%
15,037 $554,000
Q4 2018

Feb 08, 2019

BUY
$30.83 - $37.53 $475,861 - $579,275
15,435 New
15,435 $504,000

Others Institutions Holding PWV

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PWV
  • Sector ETFs
  • Industry ETFs
More about PWV
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