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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.51KNew |
$29.4K - $32.3K
|
1.51K
$30.5K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-139- 94.56% |
$2.71K - $2.97K
|
8
$161
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-625- 19.99% |
$12.2K - $13.4K
|
2.5K
$50.5K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-14.7K- 38.14% |
$286K - $314K
|
23.8K
$480K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119+ 1.02% |
$2.32K - $2.55K
|
11.8K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
201+ 1.21% |
$3.91K - $4.3K
|
16.8K
$340K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
201New |
$3.91K - $4.3K
|
201
$4.06K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.6K- 15.38% |
$50.7K - $55.7K
|
14.3K
$289K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-122- 0.79% |
$2.38K - $2.61K
|
15.4K
$310K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.7KNew |
$365K - $401K
|
18.7K
$378K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1KNew |
$19.5K - $21.4K
|
1K
$20.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.03K+ 5.82% |
$59.1K - $64.9K
|
55.1K
$1.11M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
254New |
$4.95K - $5.43K
|
254
$5.13K
|
|
| Q4 2023 | |||||||
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-35.3KClosed |
$636K - $752K
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
641New |
$11.5K - $13.6K
|
641
$12.9K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.79KNew |
$50.3K - $59.4K
|
2.79K
$56.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
2KNew |
$36K - $42.6K
|
2K
$40.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10K+ 85.38% |
$181K - $213K
|
21.8K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-483- 3.86% |
$8.69K - $10.3K
|
12K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.8KNew |
$429K - $507K
|
23.8K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-531- 3.75% |
$9.56K - $11.3K
|
13.6K
$275K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8New |
$144 - $170
|
8
$161
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.58K- 38.18% |
$118K - $140K
|
10.7K
$215K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.5K- 19.51% |
$44.9K - $53.1K
|
10.3K
$208K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-962- 5.05% |
$17.3K - $20.5K
|
18.1K
$365K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
798New |
$14.4K - $17K
|
798
$16.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12.6K- 37.81% |
$227K - $268K
|
20.7K
$418K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
11.8KNew |
$212K - $251K
|
11.8K
$238K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-255- 20.32% |
$4.85K - $5.3K
|
1K
$20.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.3KNew |
$43.7K - $47.8K
|
2.3K
$46.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
240New |
$4.56K - $4.99K
|
240
$4.84K
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
28.7KNew |
$545K - $596K
|
28.7K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
28KNew |
$533K - $582K
|
28K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5KNew |
$28.5K - $31.2K
|
1.5K
$30.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
222+ 1.54% |
$4.22K - $4.62K
|
14.7K
$296K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-440- 59.46% |
$8.36K - $9.15K
|
300
$6.05K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1New |
$19 - $20.8
|
1
$20.2
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
47+ 0.39% |
$893 - $977
|
12.3K
$247K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
600New |
$11.4K - $12.5K
|
600
$12.1K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-500- 59.52% |
$9.51K - $10.4K
|
340
$6.86K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
370New |
$6.76K - $7.46K
|
370
$7.47K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
25+ 62.5% |
$457 - $504
|
65
$1.31K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
86New |
$1.57K - $1.73K
|
86
$1.74K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
11.5KNew |
$211K - $232K
|
11.5K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1KNew |
$18.3K - $20.2K
|
1K
$20.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
500New |
$9.14K - $10.1K
|
500
$10.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11KNew |
$201K - $222K
|
11K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3.25K- 17.26% |
$59.4K - $65.5K
|
15.6K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1.68KNew |
$30.7K - $33.8K
|
1.68K
$33.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4New |
$73.1 - $80.6
|
4
$80.7
|
|