Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PIO)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PIO) 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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
574New |
$21.7K - $24.7K
|
574
$22.7K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
533+ 4.57% |
$20.1K - $23K
|
12.2K
$483K
|
|
Q4 2023 | |||||||
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.14K+ 98.84% |
$193K - $243K
|
12.4K
$489K
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.78KNew |
$181K - $229K
|
5.78K
$229K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
493New |
$15.5K - $19.5K
|
493
$19.5K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 33.33% |
$12.5K - $15.9K
|
1.6K
$63.3K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
358New |
$11.2K - $14.2K
|
358
$14.2K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
205New |
$6.43K - $8.12K
|
205
$8.11K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
58New |
$1.82K - $2.3K
|
58
$2.29K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
55New |
$1.73K - $2.18K
|
55
$2.17K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
32New |
$1K - $1.27K
|
32
$1.27K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 31.08% |
$722 - $911
|
97
$3.84K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.47KNew |
$116K - $129K
|
3.47K
$137K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.51KNew |
$50.3K - $55.7K
|
1.51K
$59.5K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
781New |
$26.1K - $28.9K
|
781
$30.9K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
630New |
$21K - $23.3K
|
630
$24.9K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
405New |
$13.5K - $15K
|
405
$16K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100New |
$3.34K - $3.7K
|
100
$3.95K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$33.4 - $37
|
16.2K
$641K
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
25.2KNew |
$857K - $910K
|
25.2K
$996K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
979New |
$33.3K - $35.4K
|
979
$38.7K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
150+ 35.97% |
$5.1K - $5.42K
|
567
$22.4K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
127+ 1.86% |
$4.32K - $4.59K
|
6.96K
$275K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.78KNew |
$190K - $211K
|
5.78K
$229K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.26KNew |
$41.3K - $45.9K
|
1.26K
$49.6K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.05KNew |
$34.4K - $38.3K
|
1.05K
$41.4K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
547New |
$18K - $20K
|
547
$21.6K
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
547New |
$18K - $20K
|
547
$21.6K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
518New |
$17K - $19K
|
518
$20.5K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
275New |
$9.04K - $10.1K
|
275
$10.9K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
152+ 19.36% |
$5K - $5.56K
|
937
$37K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$3.29K - $3.66K
|
100
$3.95K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90New |
$2.96K - $3.29K
|
90
$3.56K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
18KNew |
$514K - $619K
|
18K
$712K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
656New |
$18.7K - $22.5K
|
656
$25.9K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
300New |
$8.56K - $10.3K
|
300
$11.9K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200New |
$5.71K - $6.87K
|
200
$7.91K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
150New |
$4.28K - $5.16K
|
150
$5.93K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
70New |
$2K - $2.41K
|
70
$2.77K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
60New |
$1.71K - $2.06K
|
60
$2.37K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
11.5KNew |
$326K - $401K
|
11.5K
$454K
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.46K+ 488.0% |
$41.5K - $51.1K
|
1.76K
$69.7K
|
|
Nov 03, 2022
Q3 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
400New |
$11.3K - $14K
|
400
$15.8K
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
16.7KNew |
$505K - $616K
|
16.7K
$660K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$123K - $150K
|
4.06K
$161K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.23KNew |
$37K - $45.2K
|
1.23K
$48.4K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20KNew |
$687K - $862K
|
20K
$791K
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
859+ 71.58% |
$33.8K - $37.4K
|
2.06K
$81.4K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
400New |
$15.7K - $17.4K
|
400
$15.8K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
300New |
$11.8K - $13.1K
|
300
$11.9K
|