Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PDP)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PDP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6New |
$494 - $596
|
6
$598
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-67- 24.81% |
$5.52K - $6.65K
|
203
$20.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-105- 48.84% |
$8.65K - $10.4K
|
110
$11K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.22KNew |
$183K - $221K
|
2.22K
$221K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
393New |
$32.4K - $39K
|
393
$39.1K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
866+ 8.2% |
$63.2K - $74.6K
|
11.4K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4KNew |
$292K - $345K
|
4K
$398K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.43KNew |
$177K - $210K
|
2.43K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.44KNew |
$616K - $728K
|
8.44K
$841K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
101New |
$7.37K - $8.71K
|
101
$10.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-532- 14.27% |
$38.8K - $45.9K
|
3.2K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07KNew |
$78.1K - $92.3K
|
1.07K
$107K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3KNew |
$219K - $259K
|
3K
$299K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.42KNew |
$176K - $208K
|
2.42K
$241K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
109New |
$7.95K - $9.39K
|
109
$10.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
590New |
$43K - $50.9K
|
590
$58.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-503- 17.21% |
$36.7K - $43.4K
|
2.42K
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$73 - $86.2
|
5.13K
$511K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.35KNew |
$171K - $203K
|
2.35K
$234K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.45KNew |
$252K - $298K
|
3.45K
$344K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.35K- 8.55% |
$98.6K - $117K
|
14.5K
$1.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20.8KNew |
$1.52M - $1.79M
|
20.8K
$2.07M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
117New |
$8.54K - $10.1K
|
117
$11.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12New |
$875 - $1.03K
|
12
$1.2K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-75- 1.29% |
$5.71K - $6.2K
|
5.76K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$11.4K - $12.4K
|
150
$14.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.26K+ 4.27% |
$96K - $104K
|
30.8K
$3.07M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
100+ 2.74% |
$7.61K - $8.26K
|
3.76K
$374K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
870New |
$66.2K - $71.9K
|
870
$86.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
185New |
$14.1K - $15.3K
|
185
$18.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
100New |
$7.61K - $8.26K
|
100
$9.96K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
242New |
$18.4K - $20K
|
242
$24.1K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
80New |
$5.88K - $6.48K
|
80
$7.97K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
185New |
$13.6K - $15K
|
185
$18.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-900- 11.21% |
$66.1K - $72.9K
|
7.13K
$710K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.67KNew |
$196K - $217K
|
2.67K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.68KNew |
$638K - $703K
|
8.68K
$865K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-107- 2.86% |
$7.86K - $8.67K
|
3.63K
$361K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.01K- 63.15% |
$515K - $568K
|
4.09K
$407K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.15% |
$73.5 - $81
|
652
$64.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.22% |
$73.5 - $81
|
452
$45K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$14.7K - $16.2K
|
200
$19.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-477- 9.44% |
$35K - $38.7K
|
4.58K
$456K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
300New |
$22K - $24.3K
|
300
$29.9K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.74KNew |
$333K - $367K
|
4.74K
$472K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.79K- 46.64% |
$266K - $293K
|
4.33K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12+ 0.29% |
$843 - $930
|
4.2K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.2KClosed |
$295K - $326K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.11KNew |
$289K - $318K
|
4.11K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.97KNew |
$279K - $308K
|
3.97K
$396K
|
|