Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PEY)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PEY) 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1New |
$19.4 - $21.9
|
1
$19.6
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-310- 66.52% |
$6.01K - $6.8K
|
156
$3.05K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.6K- 96.71% |
$205K - $232K
|
360
$7.05K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.8K- 48.81% |
$345K - $390K
|
18.6K
$365K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.14KNew |
$22.2K - $25K
|
1.14K
$22.4K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
87.5K+ 188.17% |
$1.7M - $1.92M
|
134K
$2.62M
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14.5KNew |
$282K - $319K
|
14.5K
$285K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.4K- 95.02% |
$202K - $228K
|
546
$10.7K
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
157K+ 1114.03% |
$3.05M - $3.45M
|
171K
$3.36M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
475New |
$9.22K - $10.4K
|
475
$9.3K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-607- 10.68% |
$11.8K - $13.3K
|
5.08K
$99.4K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.38K- 12.89% |
$65.6K - $74.2K
|
22.9K
$448K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.97K- 20.75% |
$77.1K - $87.1K
|
15.2K
$297K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.57K- 11.73% |
$49.9K - $56.4K
|
19.4K
$379K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
279+ 0.81% |
$5.41K - $6.12K
|
34.6K
$678K
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
9.92KNew |
$192K - $218K
|
9.92K
$194K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.4KNew |
$27.2K - $30.7K
|
1.4K
$27.4K
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
500+ 3.68% |
$9.7K - $11K
|
14.1K
$276K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.6K+ 16.81% |
$1.06M - $1.2M
|
379K
$7.43M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-52- 0.02% |
$1.01K - $1.14K
|
268K
$5.25M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 55.04% |
$38.8K - $43.9K
|
1.63K
$32K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
16.6K+ 8.71% |
$321K - $363K
|
207K
$4.05M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.05% |
$19.4 - $21.9
|
2.02K
$39.6K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.01K- 8.04% |
$19.5K - $22K
|
11.5K
$225K
|
|
Q2 2024 | |||||||
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.3% |
$19.3 - $20.7
|
332
$6.5K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
82New |
$1.58K - $1.69K
|
82
$1.61K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.8K+ 178.39% |
$1.1M - $1.17M
|
88.7K
$1.74M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-13.8K- 51.83% |
$266K - $285K
|
12.8K
$251K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-46.6K- 97.89% |
$899K - $963K
|
1.01K
$19.7K
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-14.2K- 58.19% |
$275K - $294K
|
10.2K
$200K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-808- 62.78% |
$15.6K - $16.7K
|
479
$9.38K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.2K- 42.59% |
$448K - $480K
|
31.3K
$613K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.49K- 38.16% |
$125K - $134K
|
10.5K
$206K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.56K- 4.06% |
$49.4K - $52.8K
|
60.4K
$1.18M
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-14.5K- 50.0% |
$279K - $299K
|
14.5K
$283K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.66K+ 152.44% |
$89.9K - $96.3K
|
7.72K
$151K
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
21.3KNew |
$411K - $440K
|
21.3K
$417K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.4KNew |
$104K - $112K
|
5.4K
$106K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$19.3K - $20.7K
|
1K
$19.6K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-150- 0.74% |
$2.9K - $3.1K
|
20.1K
$394K
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-1.23K- 39.59% |
$23.8K - $25.5K
|
1.88K
$36.8K
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.54K+ 4.36% |
$107K - $114K
|
132K
$2.59M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.99K+ 30.48% |
$116K - $124K
|
25.7K
$502K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.41KNew |
$104K - $112K
|
5.41K
$106K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-110- 13.53% |
$2.12K - $2.27K
|
703
$13.8K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-38- 0.25% |
$733 - $785
|
15.3K
$300K
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$19.3K - $20.7K
|
1K
$19.6K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.5KNew |
$280K - $300K
|
14.5K
$284K
|
|
Q1 2024 | |||||||
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
23.4KNew |
$457K - $502K
|
23.4K
$459K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10- 0.08% |
$195 - $214
|
12K
$235K
|