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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
316New |
$6.67K - $7.29K
|
316
$6.38K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
707+ 0.72% |
$14.9K - $16.3K
|
99.4K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.07K+ 3.89% |
$191K - $209K
|
242K
$4.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.08% |
$63.3 - $69.2
|
281
$5.67K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
53New |
$1.12K - $1.22K
|
53
$1.07K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-67- 0.08% |
$1.41K - $1.55K
|
84.4K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
31.5KNew |
$665K - $727K
|
31.5K
$636K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
121+ 0.22% |
$2.55K - $2.79K
|
53.9K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.5KNew |
$31.7K - $34.6K
|
1.5K
$30.3K
|
|
| Q3 2024 | |||||||
|
Jul 31, 2025
Q3 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.6KClosed |
$264K - $299K
|
0
$0
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.53K- 14.6% |
$49.1K - $55.5K
|
14.8K
$299K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1New |
$19.4 - $21.9
|
1
$20.2
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-310- 66.52% |
$6.01K - $6.8K
|
156
$3.15K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.14KNew |
$22.2K - $25K
|
1.14K
$23K
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14.5KNew |
$282K - $319K
|
14.5K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
157K+ 1114.03% |
$3.05M - $3.45M
|
171K
$3.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
475New |
$9.22K - $10.4K
|
475
$9.59K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-607- 10.68% |
$11.8K - $13.3K
|
5.08K
$102K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.97K- 20.75% |
$77.1K - $87.1K
|
15.2K
$306K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
279+ 0.81% |
$5.41K - $6.12K
|
34.6K
$699K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
9.92KNew |
$192K - $218K
|
9.92K
$200K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.4KNew |
$27.2K - $30.7K
|
1.4K
$28.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
500+ 3.68% |
$9.7K - $11K
|
14.1K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-52- 0.02% |
$1.01K - $1.14K
|
268K
$5.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.6K+ 16.81% |
$1.06M - $1.2M
|
379K
$7.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 55.04% |
$38.8K - $43.9K
|
1.63K
$33K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
16.6K+ 8.71% |
$321K - $363K
|
207K
$4.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.01K- 8.04% |
$19.5K - $22K
|
11.5K
$232K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1KNew |
$19.3K - $20.7K
|
1K
$20.2K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.3% |
$19.3 - $20.7
|
332
$6.7K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-13.8K- 51.83% |
$266K - $285K
|
12.8K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-808- 62.78% |
$15.6K - $16.7K
|
479
$9.67K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.56K- 4.06% |
$49.4K - $52.8K
|
60.4K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.49K- 38.16% |
$125K - $134K
|
10.5K
$212K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
21.3KNew |
$411K - $440K
|
21.3K
$430K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.4KNew |
$104K - $112K
|
5.4K
$109K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$19.3K - $20.7K
|
1K
$20.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-1.23K- 39.59% |
$23.8K - $25.5K
|
1.88K
$37.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.99K+ 30.48% |
$116K - $124K
|
25.7K
$518K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.41KNew |
$104K - $112K
|
5.41K
$109K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$19.3K - $20.7K
|
1K
$20.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.5KNew |
$280K - $300K
|
14.5K
$293K
|
|
| Q1 2024 | |||||||
|
Oct 06, 2025
Q1 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-452- 1.4% |
$8.8K - $9.67K
|
31.9K
$644K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
23.4KNew |
$457K - $502K
|
23.4K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
17.4K+ 18.85% |
$338K - $372K
|
110K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.47K- 1.59% |
$87K - $95.5K
|
276K
$5.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49K+ 256.41% |
$954K - $1.05M
|
68.1K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6K- 12.58% |
$117K - $128K
|
41.7K
$842K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
572+ 9.16% |
$11.1K - $12.2K
|
6.82K
$138K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-170- 68.0% |
$3.31K - $3.64K
|
80
$1.61K
|
|