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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-118Closed |
$10.2K - $11.5K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.85KClosed |
$246K - $278K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-508Closed |
$43.8K - $49.6K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
750New |
$64.7K - $73.2K
|
750
$89.3K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-919Closed |
$79.3K - $89.6K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-700Closed |
$60.4K - $68.3K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-20- 2.6% |
$1.73K - $1.95K
|
750
$89.3K
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-220Closed |
$19K - $21.5K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-160Closed |
$13.8K - $15.6K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-66Closed |
$5.7K - $6.44K
|
0
$0
|
|
Q4 2021 | |||||||
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
100New |
$9.06K - $9.81K
|
100
$11.9K
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.36KClosed |
$305K - $330K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-50Closed |
$4.53K - $4.91K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-187Closed |
$16.9K - $18.3K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-217Closed |
$19.7K - $21.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.54KClosed |
$139K - $151K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-877Closed |
$79.5K - $86K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-228Closed |
$20.7K - $22.4K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-200Closed |
$18.1K - $19.6K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-5.22KClosed |
$473K - $512K
|
0
$0
|
|
Q3 2021 | |||||||
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10KClosed |
$873K - $956K
|
0
$0
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50New |
$4.37K - $4.78K
|
50
$5.96K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-30- 8.82% |
$2.62K - $2.87K
|
310
$36.9K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-414Closed |
$36.2K - $39.6K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
264New |
$23.1K - $25.2K
|
264
$31.4K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.47KClosed |
$216K - $236K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-16.2KClosed |
$1.42M - $1.55M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.32KNew |
$115K - $126K
|
1.32K
$157K
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
410New |
$35.8K - $39.2K
|
410
$48.8K
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-253Closed |
$22.1K - $24.2K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-329Closed |
$28.7K - $31.5K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
SELL
|
- |
-11.7KClosed |
$1.03M - $1.12M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.12KClosed |
$185K - $203K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$17.5K - $19.1K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.8KClosed |
$1.09M - $1.18M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-244Closed |
$20.8K - $22.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.04KClosed |
$344K - $373K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
63New |
$5.36K - $5.81K
|
63
$7.5K
|
|
Aug 12, 2021
Q2 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-28.9KClosed |
$2.46M - $2.66M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-569Closed |
$48.4K - $52.5K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
418New |
$35.6K - $38.5K
|
418
$49.8K
|
|
Jul 28, 2021
Q2 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-11KClosed |
$936K - $1.01M
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-106Closed |
$9.02K - $9.77K
|
0
$0
|
|
Q1 2021 | |||||||
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-35Closed |
$2.53K - $2.95K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50Closed |
$3.62K - $4.22K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-606Closed |
$43.8K - $51.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-322Closed |
$23.3K - $27.2K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.18KClosed |
$85K - $99.2K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.7KClosed |
$777K - $907K
|
0
$0
|