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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
162New |
$14.3K - $15.2K
|
162
$19.4K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.72% |
$88.1 - $94
|
59
$7.07K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
2.12KNew |
$186K - $199K
|
2.12K
$253K
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
53.5KNew |
$4.71M - $5.03M
|
53.5K
$6.41M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.9K- 55.7% |
$238K - $260K
|
2.31K
$276K
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
33.6KNew |
$2.76M - $3M
|
33.6K
$4.02M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
225+ 51.72% |
$18.5K - $20.1K
|
660
$79.1K
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.65KNew |
$218K - $237K
|
2.65K
$318K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3K- 48.0% |
$246K - $268K
|
3.25K
$389K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1+ 0.36% |
$82.1 - $89.5
|
281
$33.7K
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
150New |
$12.3K - $13.4K
|
150
$18K
|
|
Aug 04, 2023
Q2 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
51+ 0.55% |
$4.19K - $4.56K
|
9.38K
$1.12M
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
SELL
|
- |
-55- 73.33% |
$4.52K - $4.92K
|
20
$2.4K
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
336New |
$27.6K - $30.1K
|
336
$40.2K
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-1.32K- 13.53% |
$108K - $118K
|
8.41K
$1.01M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.56KNew |
$374K - $408K
|
4.56K
$546K
|
|
Q1 2023 | |||||||
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
380New |
$30.8K - $35.1K
|
380
$45.5K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
60+ 70.59% |
$4.87K - $5.55K
|
145
$17.4K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-42- 12.96% |
$3.41K - $3.88K
|
282
$33.8K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
358+ 23.51% |
$29K - $33.1K
|
1.88K
$225K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.02KNew |
$407K - $464K
|
5.02K
$602K
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
85+ 2.13% |
$6.89K - $7.86K
|
4.07K
$488K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3New |
$243 - $277
|
3
$359
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.55K- 50.0% |
$207K - $236K
|
2.55K
$306K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
83.7KNew |
$6.79M - $7.74M
|
83.7K
$10M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-100- 50.0% |
$8.11K - $9.25K
|
100
$12K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
558New |
$45.3K - $51.6K
|
558
$66.8K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.06KNew |
$167K - $190K
|
2.06K
$246K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
217New |
$17.6K - $20.1K
|
217
$26K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.65KNew |
$215K - $245K
|
2.65K
$317K
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
BUY
|
- |
110New |
$8.92K - $10.2K
|
110
$13.2K
|
|
Q4 2022 | |||||||
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.35KNew |
$257K - $302K
|
3.35K
$401K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.85K+ 70.46% |
$141K - $166K
|
4.47K
$535K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.41K- 99.65% |
$108K - $127K
|
5
$599
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
114New |
$8.73K - $10.3K
|
114
$13.7K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-452K- 98.83% |
$34.6M - $40.8M
|
5.35K
$640K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40New |
$3.06K - $3.61K
|
40
$4.79K
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.68KNew |
$205K - $241K
|
2.68K
$320K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.88KNew |
$221K - $260K
|
2.88K
$345K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.18KNew |
$90.4K - $106K
|
1.18K
$141K
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
44.9KNew |
$3.44M - $4.05M
|
44.9K
$5.38M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
92New |
$7.05K - $8.3K
|
92
$11K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.43KNew |
$416K - $490K
|
5.43K
$651K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100New |
$7.66K - $9.02K
|
100
$12K
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
2.54KNew |
$194K - $229K
|
2.54K
$304K
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7KNew |
$536K - $631K
|
7K
$839K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.81KNew |
$215K - $253K
|
2.81K
$336K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-570- 7.0% |
$43.7K - $51.4K
|
7.58K
$908K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-5- 1.01% |
$383 - $451
|
492
$58.9K
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4.3K- 69.16% |
$330K - $388K
|
1.92K
$230K
|