Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PID)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PID) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
10KNew |
$159K - $185K
|
10K
$179K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.29KNew |
$116K - $135K
|
7.29K
$130K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.18K+ 13.42% |
$114K - $133K
|
60.7K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
6KNew |
$95.2K - $111K
|
6K
$107K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.67K+ 3030.91% |
$26.4K - $30.9K
|
1.72K
$30.7K
|
|
Feb 06, 2024
Q4 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.21KNew |
$19.2K - $22.5K
|
1.21K
$21.6K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
310New |
$4.92K - $5.74K
|
310
$5.53K
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
275New |
$4.36K - $5.1K
|
275
$4.91K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
190New |
$3.01K - $3.52K
|
190
$3.39K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
151New |
$2.39K - $2.8K
|
151
$2.7K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
126New |
$2K - $2.33K
|
126
$2.25K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
65New |
$1.03K - $1.2K
|
65
$1.16K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11+ 0.54% |
$174 - $204
|
2.07K
$36.9K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.15% |
$15.9 - $18.5
|
684
$12.2K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.5KNew |
$225K - $249K
|
13.5K
$240K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.9KNew |
$183K - $202K
|
10.9K
$195K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
500New |
$8.36K - $9.24K
|
500
$8.93K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
278+ 302.17% |
$4.65K - $5.14K
|
370
$6.6K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
36New |
$602 - $665
|
36
$643
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
24.5KNew |
$427K - $453K
|
24.5K
$438K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.15K+ 30.2% |
$54.9K - $58.2K
|
13.6K
$242K
|
|
Q1 2023 | |||||||
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
84K+ 17.09% |
$1.4M - $1.52M
|
576K
$10.3M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
18.8KNew |
$313K - $339K
|
18.8K
$335K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.8KNew |
$248K - $268K
|
14.8K
$265K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
3.19KNew |
$53.2K - $57.5K
|
3.19K
$56.9K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.11KNew |
$18.6K - $20.1K
|
1.11K
$19.8K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$417 - $451
|
25
$446
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
14New |
$234 - $253
|
14
$250
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
65.1KNew |
$1.06M - $1.14M
|
65.1K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
33.6KNew |
$550K - $588K
|
33.6K
$600K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2KNew |
$32.7K - $34.9K
|
2K
$35.7K
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.63K+ 1.36% |
$26.6K - $28.4K
|
122K
$2.17M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.33KNew |
$21.7K - $23.1K
|
1.33K
$23.7K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.3KNew |
$21.3K - $22.7K
|
1.3K
$23.2K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3KNew |
$21.3K - $22.7K
|
1.3K
$23.2K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.3KNew |
$21.3K - $22.7K
|
1.3K
$23.2K
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
1.27KNew |
$20.8K - $22.2K
|
1.27K
$22.7K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
800New |
$13.1K - $14K
|
800
$14.3K
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
783+ 2.99% |
$12.8K - $13.7K
|
27K
$482K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
575New |
$9.4K - $10K
|
575
$10.3K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
458New |
$7.49K - $8K
|
458
$8.18K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300New |
$4.91K - $5.24K
|
300
$5.36K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
78New |
$1.28K - $1.36K
|
78
$1.39K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
35+ 0.48% |
$572 - $611
|
7.39K
$132K
|
|
Q3 2022 | |||||||
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
98KNew |
$1.54M - $1.79M
|
98K
$1.75M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
14.8K+ 31.37% |
$232K - $270K
|
61.9K
$1.11M
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.94KNew |
$30.5K - $35.4K
|
1.94K
$34.7K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
185KNew |
$3.12M - $3.68M
|
185K
$3.31M
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
74.2KNew |
$1.25M - $1.47M
|
74.2K
$1.32M
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
30.3KNew |
$511K - $601K
|
30.3K
$541K
|