Latest Institutional Transactions on Invesco 1 30 Laddered Treasury (PLW)
This table provides information on the latest institutional transactions involving Invesco 1 30 Laddered Treasury (PLW) 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 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
17.7KNew |
N/A
|
17.7K
$0
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
1.48KNew |
N/A
|
1.48K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-142- 35.24% |
N/A
|
261
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
120KNew |
N/A
|
120K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
582+ 7.78% |
N/A
|
8.06K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.3KNew |
N/A
|
14.3K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20KNew |
N/A
|
20K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
42.6KNew |
N/A
|
42.6K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
14.2KNew |
N/A
|
14.2K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300New |
N/A
|
300
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
11KNew |
N/A
|
11K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.8K+ 19.03% |
N/A
|
73.6K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-54.2K- 13.01% |
N/A
|
363K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.89M- 99.73% |
N/A
|
13.1K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.08K- 99.3% |
N/A
|
36
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
108New |
N/A
|
108
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
7.16KNew |
N/A
|
7.16K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
439KNew |
N/A
|
439K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.4KNew |
N/A
|
18.4K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
24.8KNew |
N/A
|
24.8K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-600- 50.38% |
N/A
|
591
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
485New |
N/A
|
485
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
214KNew |
N/A
|
214K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
152New |
N/A
|
152
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.74K- 87.46% |
N/A
|
250
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.42K- 11.22% |
N/A
|
11.3K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.13K- 9.13% |
N/A
|
11.2K
$0
|
|
| Q1 2024 | |||||||
|
Dec 17, 2025
Q1 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
4.14K+ 38.9% |
$0 - $119K
|
14.8K
$0
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
992KNew |
$0 - $28.6M
|
992K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
167KNew |
$0 - $4.81M
|
167K
$0
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-149K- 94.59% |
$0 - $4.31M
|
8.55K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
200New |
$0 - $5.76K
|
200
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
8.81KNew |
$227K - $257K
|
8.81K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
380New |
$9.8K - $11.1K
|
380
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
19.8K+ 2.92% |
$512K - $578K
|
701K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.08KNew |
$105K - $119K
|
4.08K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
91New |
$2.35K - $2.65K
|
91
$0
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
156KNew |
$4.02M - $4.54M
|
156K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.77K- 58.14% |
$97.1K - $110K
|
2.71K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
582KNew |
$15M - $16.9M
|
582K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
246KNew |
$6.33M - $7.15M
|
246K
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
452New |
$12.1K - $13.3K
|
452
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4.42KNew |
$118K - $130K
|
4.42K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
237New |
$6.34K - $6.96K
|
237
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
61New |
$1.63K - $1.79K
|
61
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
33.7K+ 2.81% |
$973K - $1.03M
|
1.23M
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-72- 21.82% |
$2.08K - $2.2K
|
258
$0
|
|