Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PJP)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PJP) 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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.44K+ 22.86% |
$109K - $115K
|
7.73K
$650K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
31.8KNew |
$2.41M - $2.55M
|
31.8K
$2.68M
|
|
Q4 2023 | |||||||
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
500New |
$33.9K - $38.2K
|
500
$42.1K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.2KNew |
$217K - $244K
|
3.2K
$269K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
255New |
$17.3K - $19.5K
|
255
$21.4K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
14New |
$950 - $1.07K
|
14
$1.18K
|
|
Q3 2023 | |||||||
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-300- 33.33% |
$21.7K - $24K
|
600
$50.5K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.99KNew |
$217K - $239K
|
2.99K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16New |
$1.16K - $1.28K
|
16
$1.35K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.44KNew |
$538K - $595K
|
7.44K
$625K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 5.88% |
$72.4 - $80
|
16
$1.35K
|
|
Q2 2023 | |||||||
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100+ 50.0% |
$7.39K - $7.94K
|
300
$25.2K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
3.2KNew |
$237K - $254K
|
3.2K
$269K
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
20.1KNew |
$1.49M - $1.6M
|
20.1K
$1.69M
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-50- 0.78% |
$3.7K - $3.97K
|
6.34K
$533K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
125New |
$9.24K - $9.93K
|
125
$10.5K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.49% |
$73.9 - $79.4
|
205
$17.2K
|
|
Q1 2023 | |||||||
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.5KNew |
$549K - $605K
|
7.5K
$631K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.93K- 66.76% |
$141K - $156K
|
961
$80.8K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-862- 92.59% |
$63K - $69.5K
|
69
$5.8K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-200- 4.35% |
$14.6K - $16.1K
|
4.4K
$370K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.1K- 37.94% |
$446K - $492K
|
9.99K
$840K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
395New |
$28.9K - $31.8K
|
395
$33.2K
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1+ 0.65% |
$73.1 - $80.6
|
155
$13K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-440- 13.02% |
$32.2K - $35.5K
|
2.94K
$247K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100+ 12.53% |
$7.19K - $8.11K
|
898
$75.5K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.77KNew |
$199K - $224K
|
2.77K
$233K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-797- 20.99% |
$57.3K - $64.6K
|
3K
$252K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
500New |
$35.9K - $40.5K
|
500
$42.1K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
104+ 3.63% |
$7.47K - $8.43K
|
2.97K
$249K
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-133- 50.0% |
$9.56K - $10.8K
|
133
$11.2K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
242New |
$17.4K - $19.6K
|
242
$20.4K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
25New |
$1.8K - $2.03K
|
25
$2.1K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
150New |
$10.8K - $12.2K
|
150
$12.6K
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
42KNew |
$3.02M - $3.4M
|
42K
$3.53M
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$7.19K - $8.11K
|
100
$8.41K
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.56KNew |
$184K - $208K
|
2.56K
$215K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
101New |
$7.26K - $8.19K
|
101
$8.5K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-22- 52.38% |
$1.58K - $1.78K
|
20
$1.68K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
60New |
$4.31K - $4.86K
|
60
$5.05K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
135New |
$9.7K - $10.9K
|
135
$11.4K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
36New |
$2.59K - $2.92K
|
36
$3.03K
|
|
Q3 2022 | |||||||
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.18KNew |
$223K - $246K
|
3.18K
$267K
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
116KNew |
$8.16M - $9.01M
|
116K
$9.78M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
150New |
$10.5K - $11.6K
|
150
$12.6K
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-2.05K- 22.53% |
$144K - $159K
|
7.05K
$593K
|
|
Q2 2022 | |||||||
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20Closed |
$1.38K - $1.67K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.89KClosed |
$476K - $576K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.95K- 29.42% |
$134K - $163K
|
4.67K
$393K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-23.1KClosed |
$1.6M - $1.93M
|
0
$0
|