Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PIO)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PIO) 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 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.78KNew |
$181K - $229K
|
5.78K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-600- 17.22% |
$18.8K - $23.8K
|
2.88K
$117K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
58New |
$1.82K - $2.3K
|
58
$2.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
358New |
$11.2K - $14.2K
|
358
$14.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
205New |
$6.43K - $8.12K
|
205
$8.33K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
493New |
$15.5K - $19.5K
|
493
$20K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
32New |
$1K - $1.27K
|
32
$1.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 33.33% |
$12.5K - $15.9K
|
1.6K
$65K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-25- 5.88% |
$784 - $991
|
400
$16.3K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.51KNew |
$50.3K - $55.7K
|
1.51K
$61.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.47KNew |
$116K - $129K
|
3.47K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
630New |
$21K - $23.3K
|
630
$25.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-383- 96.72% |
$12.8K - $14.2K
|
13
$528
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100New |
$3.34K - $3.7K
|
100
$4.06K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$33.4 - $37
|
16.2K
$659K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
405New |
$13.5K - $15K
|
405
$16.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-165- 47.14% |
$5.51K - $6.11K
|
185
$7.52K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-75- 42.86% |
$2.5K - $2.78K
|
100
$4.06K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
781New |
$26.1K - $28.9K
|
781
$31.7K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
150+ 35.97% |
$5.1K - $5.42K
|
567
$23K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
979New |
$33.3K - $35.4K
|
979
$39.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
127+ 1.86% |
$4.32K - $4.59K
|
6.96K
$283K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-957- 3.43% |
$32.6K - $34.6K
|
26.9K
$1.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
25.2KNew |
$857K - $910K
|
25.2K
$1.02M
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
547New |
$18K - $20K
|
547
$22.2K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
518New |
$17K - $19K
|
518
$21.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-343- 5.57% |
$11.3K - $12.6K
|
5.82K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.78KNew |
$190K - $211K
|
5.78K
$235K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.26KNew |
$41.3K - $45.9K
|
1.26K
$51K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
275New |
$9.04K - $10.1K
|
275
$11.2K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.05KNew |
$34.4K - $38.3K
|
1.05K
$42.6K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$3.29K - $3.66K
|
100
$4.06K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
152+ 19.36% |
$5K - $5.56K
|
937
$38.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90New |
$2.96K - $3.29K
|
90
$3.66K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-999- 95.69% |
$32.8K - $36.6K
|
45
$1.83K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
547New |
$18K - $20K
|
547
$22.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
656New |
$18.7K - $22.5K
|
656
$26.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
300New |
$8.56K - $10.3K
|
300
$12.2K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-187Closed |
$5.34K - $6.43K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
18KNew |
$514K - $619K
|
18K
$732K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
150New |
$4.28K - $5.16K
|
150
$6.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.5K- 50.0% |
$42.8K - $51.6K
|
1.5K
$61K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
70New |
$2K - $2.41K
|
70
$2.84K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200New |
$5.71K - $6.87K
|
200
$8.13K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
60New |
$1.71K - $2.06K
|
60
$2.44K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
11.5KNew |
$326K - $401K
|
11.5K
$467K
|
|
|
Nov 03, 2022
Q3 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
400New |
$11.3K - $14K
|
400
$16.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.46K+ 488.0% |
$41.5K - $51.1K
|
1.76K
$71.7K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.35KClosed |
$40.7K - $49.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-26.9KClosed |
$812K - $992K
|
0
$0
|
|