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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.33KNew |
$91.9K - $111K
|
1.33K
$112K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60New |
$4.14K - $5.01K
|
60
$5.05K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-400Closed |
$27.6K - $33.4K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.41KClosed |
$236K - $285K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-328Closed |
$22.7K - $27.4K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.62KClosed |
$181K - $219K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-107Closed |
$7.39K - $8.94K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1Closed |
$69.1 - $83.5
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-36Closed |
$2.49K - $3.01K
|
0
$0
|
|
Q1 2022 | |||||||
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50- 8.01% |
$3.72K - $4.05K
|
574
$48.3K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.56KClosed |
$191K - $208K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-337Closed |
$25K - $27.3K
|
0
$0
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
47New |
$3.49K - $3.8K
|
47
$3.95K
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-922Closed |
$68.5K - $74.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
102KNew |
$7.55M - $8.22M
|
102K
$8.54M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
574New |
$42.7K - $46.5K
|
574
$48.3K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
260New |
$19.3K - $21K
|
260
$21.9K
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-26- 23.64% |
$1.93K - $2.1K
|
84
$7.07K
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
PUT |
-500Closed |
$37.2K - $40.5K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.99KClosed |
$148K - $161K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.2KClosed |
$91.6K - $97.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-909Closed |
$69.6K - $74.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-95.7KClosed |
$7.33M - $7.84M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.14KClosed |
$240K - $257K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.7KClosed |
$130K - $139K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-275Closed |
$21.1K - $22.5K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-262Closed |
$20.1K - $21.4K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-100Closed |
$7.66K - $8.18K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
24New |
$1.84K - $1.96K
|
24
$2.02K
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-177Closed |
$13.6K - $14.7K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-13Closed |
$1K - $1.08K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-215Closed |
$16.7K - $17.6K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
23New |
$1.78K - $1.89K
|
23
$1.93K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-538Closed |
$41.7K - $44.2K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.71KClosed |
$552K - $630K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.04KClosed |
$218K - $248K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-94.7KClosed |
$6.78M - $7.74M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-325- 8.55% |
$23.3K - $26.5K
|
3.48K
$292K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-206Closed |
$14.8K - $16.8K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-25Closed |
$1.79K - $2.04K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-165Closed |
$11.8K - $13.5K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-100Closed |
$7.16K - $8.17K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21New |
$1.3K - $1.5K
|
21
$1.77K
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-50Closed |
$3.09K - $3.57K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-95Closed |
$5.88K - $6.78K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
350New |
$21.7K - $25K
|
350
$29.4K
|
|
Jan 29, 2021
Q4 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-74Closed |
$4.58K - $5.28K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
101New |
$6.25K - $7.21K
|
101
$8.5K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-48Closed |
$2.98K - $3.24K
|
0
$0
|