Latest Institutional Sells of Invesco 1 30 Laddered Treasury (PLW)
This list provides information on the latest institutional transactions involving Invesco 1 30 Laddered Treasury (PLW) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9KClosed |
$323K - $336K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-210Closed |
$7.53K - $7.85K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-16.3KClosed |
$591K - $611K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-893- 32.0% |
$32.4K - $33.5K
|
1.9K
$0
|
|
Q2 2021 | |||||||
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-13.2KClosed |
$464K - $482K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-12.7KClosed |
$447K - $464K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-241Closed |
$8.49K - $8.81K
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-315KClosed |
$11M - $12.1M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-46.6KClosed |
$1.63M - $1.79M
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-13.5KClosed |
$471K - $517K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-9.69KClosed |
$339K - $372K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-796Closed |
$27.8K - $30.6K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-737Closed |
$25.8K - $28.3K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-33Closed |
$1.15K - $1.27K
|
0
$0
|
|
Q4 2020 | |||||||
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 09, 2021
Q4 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.98KClosed |
$342K - $353K
|
0
$0
|
|
Feb 22, 2021
Q4 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-7.46KClosed |
$284K - $293K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.21KClosed |
$198K - $205K
|
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 | |||||||
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39.4KClosed |
$1.53M - $1.59M
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-11.4KClosed |
$444K - $460K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.14KClosed |
$356K - $369K
|
0
$0
|
|
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
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
SELL
|
- |
-16Closed |
$624 - $646
|
0
$0
|
|
Q2 2020 | |||||||
Jul 08, 2020
Q2 2020
|
Qp Wealth Management, LLC
|
SELL
|
- |
-90.7KClosed |
$3.47M - $3.65M
|
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
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25.2KClosed |
$962K - $1.01M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-18.1KClosed |
$691K - $728K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-10.3KClosed |
$393K - $414K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9KClosed |
$344K - $362K
|
0
$0
|
|
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
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.21KClosed |
$46.1K - $48.6K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-784Closed |
$30K - $31.6K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-23Closed |
$879 - $926
|
0
$0
|
|
Q1 2020 | |||||||
Apr 28, 2020
Q1 2020
|
Hedeker Wealth, LLC
|
SELL
|
- |
-126KClosed |
$4.35M - $5.06M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Pfg Advisors
|
SELL
|
- |
-54.8KClosed |
$1.9M - $2.21M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-25KClosed |
$866K - $1.01M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24.9KClosed |
$864K - $1M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-24.1KClosed |
$836K - $971K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.9KClosed |
$552K - $642K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11.1KClosed |
$386K - $448K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 12, 2020
Q4 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.2KClosed |
$421K - $442K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.09KClosed |
$278K - $292K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-7.66KClosed |
$263K - $277K
|
0
$0
|
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-333Closed |
$11.5K - $12K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20Closed |
$688 - $722
|
0
$0
|
|
Q3 2019 | |||||||
Oct 31, 2019
Q3 2019
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-11.2KClosed |
$377K - $407K
|
0
$0
|