Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PEJ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PEJ) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.81KNew |
$168K - $204K
|
4.81K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.03KNew |
$176K - $213K
|
5.03K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
20.4KNew |
$713K - $865K
|
20.4K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-300- 9.87% |
$10.5K - $12.7K
|
2.74K
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
40New |
$1.4K - $1.7K
|
40
$2.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.05KNew |
$176K - $214K
|
5.05K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.85KNew |
$64.5K - $78.2K
|
1.85K
$98.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-360- 1.06% |
$12.6K - $15.3K
|
33.5K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50New |
$1.75K - $2.12K
|
50
$2.66K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-501- 9.47% |
$17.5K - $21.2K
|
4.79K
$255K
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
5.39KNew |
$188K - $228K
|
5.39K
$287K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.99KNew |
$174K - $211K
|
4.99K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
114KNew |
$3.97M - $4.81M
|
114K
$6.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-300- 60.0% |
$10.5K - $12.7K
|
200
$10.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
28.6KNew |
$999K - $1.21M
|
28.6K
$1.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
26.7KNew |
$934K - $1.13M
|
26.7K
$1.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
261+ 34.62% |
$9.12K - $11.1K
|
1.02K
$54K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
258New |
$9.02K - $10.9K
|
258
$13.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.03K- 3.74% |
$38.6K - $44.3K
|
26.4K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 3.42% |
$79.3K - $91K
|
63.7K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
354New |
$13.3K - $15.3K
|
354
$18.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2New |
$75.3 - $86.5
|
2
$106
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
264New |
$9.94K - $11.4K
|
264
$14K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03KNew |
$38.6K - $44.3K
|
1.03K
$54.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-320- 4.58% |
$12.1K - $13.8K
|
6.66K
$354K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$565 - $648
|
15
$798
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.11K- 16.97% |
$41.9K - $48.1K
|
5.44K
$289K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.49KNew |
$215K - $229K
|
5.49K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-37.3K- 99.73% |
$1.46M - $1.56M
|
100
$5.32K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-250- 4.47% |
$9.79K - $10.5K
|
5.35K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-20.7K- 56.55% |
$809K - $864K
|
15.9K
$844K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.17K- 9.91% |
$85.1K - $90.9K
|
19.8K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
23+ 0.04% |
$900 - $962
|
53.5K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.14K- 35.14% |
$123K - $131K
|
5.8K
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-161- 1.91% |
$6.3K - $6.73K
|
8.25K
$439K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-59.4K- 85.36% |
$2.32M - $2.48M
|
10.2K
$542K
|
|
| Q1 2023 | |||||||
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.5KNew |
$345K - $401K
|
9.5K
$505K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1Closed |
$36.3 - $42.2
|
0
$0
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-9.95KClosed |
$361K - $419K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.47K- 17.75% |
$53.2K - $61.8K
|
6.8K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-58- 2.29% |
$2.1K - $2.45K
|
2.48K
$132K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
790New |
$28.7K - $33.3K
|
790
$42K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.3K- 69.12% |
$448K - $520K
|
5.52K
$293K
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
64.5KNew |
$2.34M - $2.72M
|
64.5K
$3.43M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
76New |
$2.76K - $3.2K
|
76
$4.04K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.58KNew |
$57.2K - $66.4K
|
1.58K
$83.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4New |
$145 - $169
|
4
$213
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.56% |
$109 - $126
|
534
$28.4K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
2K+ 33.96% |
$72.6K - $84.3K
|
7.89K
$420K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.46% |
$72.6 - $84.3
|
439
$23.3K
|
|