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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-737Closed |
$25.8K - $28.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-796Closed |
$27.8K - $30.6K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-13.5KClosed |
$471K - $517K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 22, 2021
Q4 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-7.46KClosed |
$284K - $293K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.98KClosed |
$342K - $353K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-37.6KClosed |
$1.43M - $1.48M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-18.1KClosed |
$690K - $711K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.21KClosed |
$198K - $205K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-38.5KClosed |
$1.47M - $1.51M
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.82KClosed |
$107K - $111K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-320Closed |
$12.2K - $12.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 07, 2020
Q3 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.3KClosed |
$246K - $254K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.15KClosed |
$83.8K - $86.8K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39.4KClosed |
$1.53M - $1.59M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.14KClosed |
$356K - $369K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-11.4KClosed |
$444K - $460K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
SELL
|
- |
-16Closed |
$624 - $646
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.8K- 10.52% |
$68.7K - $72.4K
|
15.3K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25.2KClosed |
$962K - $1.01M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-36.5KClosed |
$1.4M - $1.47M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.21KClosed |
$46.1K - $48.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9KClosed |
$344K - $362K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-23Closed |
$879 - $926
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-10.3KClosed |
$393K - $414K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-18.1KClosed |
$691K - $728K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Qp Wealth Management, LLC
|
SELL
|
- |
-90.7KClosed |
$3.47M - $3.65M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-784Closed |
$30K - $31.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-92.9KClosed |
$3.22M - $3.74M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.9KClosed |
$552K - $642K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24.9KClosed |
$864K - $1M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-25KClosed |
$866K - $1.01M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11.1KClosed |
$386K - $448K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-24.1KClosed |
$836K - $971K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Pfg Advisors
|
SELL
|
- |
-54.8KClosed |
$1.9M - $2.21M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Hedeker Wealth, LLC
|
SELL
|
- |
-126KClosed |
$4.35M - $5.06M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-333Closed |
$11.5K - $12K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.2KClosed |
$421K - $442K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20Closed |
$688 - $722
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-7.66KClosed |
$263K - $277K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27.2KNew |
$934K - $981K
|
27.2K
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.09KClosed |
$278K - $292K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-11.2KClosed |
$377K - $407K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-21.5KClosed |
$693K - $735K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-130Closed |
$4.19K - $4.44K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 12, 2019
Q1 2019
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
176KNew |
$5.56M - $5.78M
|
176K
$0
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-206KClosed |
$6.25M - $6.59M
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-14.4KClosed |
$436K - $460K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$30.8 - $31.9
|
1
$0
|
|