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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-50- 10.0% |
$994 - $1.12K
|
450
$8.81K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-2.75KClosed |
$54.7K - $61.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-856Closed |
$17.6K - $18.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-140Closed |
$2.88K - $3.09K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
13.9KNew |
$286K - $307K
|
13.9K
$272K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-889Closed |
$18.3K - $19.6K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
2.22KNew |
$45.7K - $49K
|
2.22K
$43.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-16.7KClosed |
$344K - $369K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.91KNew |
$37.3K - $40.2K
|
1.91K
$37.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1KNew |
$19.5K - $21.1K
|
1K
$19.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
74.4KNew |
$1.45M - $1.57M
|
74.4K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-304Closed |
$5.93K - $6.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10.6KClosed |
$207K - $223K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.44KClosed |
$67.2K - $72.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.19KClosed |
$23.2K - $25K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.08KClosed |
$21.1K - $22.8K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-196Closed |
$3.83K - $4.13K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.72KClosed |
$72.5K - $78.2K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
18.6KNew |
$361K - $387K
|
18.6K
$364K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-19K- 67.84% |
$368K - $394K
|
9K
$176K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25.8KClosed |
$501K - $537K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.9KClosed |
$36.9K - $39.5K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26- 1.83% |
$504 - $540
|
1.4K
$27.3K
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
700New |
$13.6K - $14.5K
|
700
$13.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.8KNew |
$248K - $265K
|
12.8K
$250K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-22Closed |
$426 - $457
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.56K+ 63.93% |
$30.2K - $32.4K
|
4K
$78.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-100Closed |
$1.94K - $2.08K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.13KClosed |
$22.9K - $24.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.72KClosed |
$34.8K - $37.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-226Closed |
$4.58K - $4.89K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-33Closed |
$668 - $714
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
25New |
$506 - $541
|
25
$489
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7.33KNew |
$148K - $159K
|
7.33K
$144K
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-10Closed |
$203 - $216
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-24Closed |
$486 - $519
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-11Closed |
$223 - $238
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.84KNew |
$31.7K - $37.6K
|
1.84K
$36K
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-17.4KClosed |
$300K - $356K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-115KClosed |
$1.98M - $2.35M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
SELL
|
- |
-525Closed |
$9.04K - $10.7K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-122Closed |
$2.1K - $2.49K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-106- 1.08% |
$1.83K - $2.17K
|
9.71K
$190K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-1KClosed |
$14.3K - $17.6K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.5KClosed |
$151K - $185K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-35.4KClosed |
$508K - $623K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
750New |
$10.7K - $13.2K
|
750
$14.7K
|
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-623Closed |
$8.93K - $11K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-2.41KClosed |
$32.9K - $37K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-118Closed |
$1.62K - $1.81K
|
0
$0
|
|