Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PKW)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PKW) 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
|
Ae Wealth Management LLC
|
SELL
|
- |
-84.7K- 97.38% |
$7.15M - $8.42M
|
2.28K
$273K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.2KNew |
$439K - $518K
|
5.2K
$623K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$389K - $458K
|
4.61K
$552K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-170- 1.62% |
$14.4K - $16.9K
|
10.3K
$1.24M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
125New |
$10.6K - $12.4K
|
125
$15K
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.3KNew |
$194K - $228K
|
2.3K
$275K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-548- 62.77% |
$46.3K - $54.5K
|
325
$38.9K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-671K- 99.58% |
$56.7M - $66.8M
|
2.81K
$336K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.71KNew |
$144K - $170K
|
1.71K
$204K
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-133- 3.63% |
$11.2K - $13.2K
|
3.53K
$422K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.79K- 68.55% |
$489K - $576K
|
2.66K
$318K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.33K- 98.41% |
$365K - $431K
|
70
$8.39K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.85K- 36.93% |
$156K - $184K
|
3.16K
$379K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
225New |
$19K - $22.4K
|
225
$27K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10New |
$845 - $995
|
10
$1.2K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
510New |
$43.1K - $50.7K
|
510
$61.1K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-66- 0.49% |
$5.57K - $6.57K
|
13.3K
$1.59M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
2.13KNew |
$179K - $211K
|
2.13K
$255K
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-113- 4.11% |
$9.54K - $11.2K
|
2.64K
$316K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
886New |
$74.8K - $88.1K
|
886
$106K
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.01K- 28.07% |
$85.5K - $101K
|
2.59K
$311K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
829+ 17.14% |
$70K - $82.5K
|
5.67K
$679K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.6K- 98.84% |
$1.65M - $1.95M
|
230
$27.6K
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-237- 6.63% |
$20K - $23.6K
|
3.34K
$400K
|
|
Q3 2023 | |||||||
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-3.98K- 49.78% |
$351K - $375K
|
4.02K
$481K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 7.58% |
$8.81K - $9.4K
|
1.42K
$170K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
80New |
$7.05K - $7.52K
|
80
$9.58K
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2.53KNew |
$223K - $238K
|
2.53K
$303K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.1KNew |
$361K - $385K
|
4.1K
$491K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.7K- 29.86% |
$150K - $160K
|
3.99K
$478K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-3.98K- 50.01% |
$351K - $375K
|
3.98K
$477K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.2KNew |
$1.6M - $1.71M
|
18.2K
$2.18M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
116KNew |
$10.2M - $10.9M
|
116K
$13.9M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
307New |
$27.1K - $28.9K
|
307
$36.8K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.55KNew |
$225K - $240K
|
2.55K
$305K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-65- 1.05% |
$5.73K - $6.11K
|
6.11K
$732K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.46KNew |
$393K - $419K
|
4.46K
$534K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-794- 9.34% |
$70K - $74.6K
|
7.71K
$924K
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.5KNew |
$6.22M - $6.63M
|
70.5K
$8.45M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.9KNew |
$696K - $742K
|
7.9K
$946K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
69KNew |
$6.08M - $6.48M
|
69K
$8.26M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.05K- 2.74% |
$92.5K - $98.7K
|
37.3K
$4.47M
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
56New |
$4.94K - $5.26K
|
56
$6.71K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.42KNew |
$390K - $416K
|
4.42K
$530K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.47KNew |
$306K - $326K
|
3.47K
$416K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
149New |
$13.1K - $14K
|
149
$17.8K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.83KNew |
$690K - $736K
|
7.83K
$938K
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-40- 1.66% |
$3.53K - $3.76K
|
2.37K
$283K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
20.1KNew |
$1.77M - $1.89M
|
20.1K
$2.41M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3+ 0.08% |
$264 - $282
|
3.75K
$449K
|