Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

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 14,657 shares of PWV stock, worth $840,578. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,657
Previous 14,651 0.04%
Holding current value
$840,578
Previous $806,000 5.96%
% of portfolio
0.11%
Previous 0.11%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$54.33 - $59.01 $325 - $354
6 Added 0.04%
14,657 $854,000
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

# of Institutions
163
Shares Held
11M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PWV Quotes by TradingView
  • Ticker PWV
  • Sector ETFs
  • Industry ETFs
More about PWV
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