Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PPA)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PPA) 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-88- 0.54% |
$10K - $11K
|
16.4K
$1.87M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.15% |
$114 - $125
|
659
$75.2K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.2K+ 14.41% |
$251K - $274K
|
17.5K
$2M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
689+ 21.16% |
$78.4K - $85.8K
|
3.95K
$450K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.14K+ 12.32% |
$358K - $391K
|
28.6K
$3.27M
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
832+ 39.73% |
$94.7K - $104K
|
2.93K
$334K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-455- 9.18% |
$51.8K - $56.6K
|
4.5K
$514K
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.93K+ 1.11% |
$674K - $738K
|
539K
$61.4M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.89K+ 28.46% |
$329K - $360K
|
13.1K
$1.49M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.3KNew |
$1.4M - $1.53M
|
12.3K
$1.4M
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-246- 2.28% |
$28K - $30.6K
|
10.6K
$1.21M
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
812+ 7.1% |
$92.4K - $101K
|
12.3K
$1.4M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-401- 16.8% |
$45.6K - $49.9K
|
1.99K
$227K
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.25K- 5.47% |
$256K - $280K
|
38.9K
$4.43M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
359+ 2.93% |
$40.9K - $44.7K
|
12.6K
$1.44M
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
195+ 7.01% |
$22.2K - $24.3K
|
2.98K
$340K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5- 0.43% |
$569 - $623
|
1.15K
$131K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13New |
$1.48K - $1.62K
|
13
$1.48K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22.5KNew |
$2.55M - $2.8M
|
22.5K
$2.56M
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
81+ 0.98% |
$9.22K - $10.1K
|
8.38K
$957K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
64+ 1.21% |
$7.28K - $7.97K
|
5.37K
$613K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.82K+ 11.2% |
$321K - $351K
|
28K
$3.19M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
154+ 7.73% |
$17.5K - $19.2K
|
2.15K
$245K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
146+ 29.74% |
$16.6K - $18.2K
|
637
$72.7K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.12% |
$114 - $125
|
850
$97K
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.23K+ 16.88% |
$140K - $153K
|
8.5K
$970K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.05% |
$1.25K - $1.37K
|
21.4K
$2.44M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.59K- 17.38% |
$409K - $447K
|
17.1K
$1.95M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
360+ 15.69% |
$41K - $44.8K
|
2.66K
$303K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-30- 60.0% |
$3.41K - $3.74K
|
20
$2.28K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.8K- 52.47% |
$1.35M - $1.47M
|
10.7K
$1.22M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
4.15KNew |
$473K - $517K
|
4.15K
$474K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.88KNew |
$556K - $608K
|
4.88K
$557K
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
165+ 3.92% |
$18.8K - $20.5K
|
4.38K
$499K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
146+ 0.8% |
$16.6K - $18.2K
|
18.3K
$2.09M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-30- 2.61% |
$3.41K - $3.74K
|
1.12K
$128K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.29K+ 256.2% |
$261K - $285K
|
3.19K
$364K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22New |
$2.5K - $2.74K
|
22
$2.51K
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.93K- 12.43% |
$448K - $490K
|
27.7K
$3.16M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 6.67% |
$228 - $249
|
32
$3.65K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.28K+ 25.12% |
$600K - $657K
|
26.3K
$3M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-875- 19.34% |
$99.6K - $109K
|
3.65K
$416K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
882+ 351.39% |
$100K - $110K
|
1.13K
$129K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
745+ 21.58% |
$84.8K - $92.8K
|
4.2K
$479K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.61K+ 39.71% |
$639K - $699K
|
19.7K
$2.25M
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-73- 2.07% |
$8.31K - $9.09K
|
3.45K
$394K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
347+ 6.7% |
$39.5K - $43.2K
|
5.52K
$630K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-11.6K- 59.89% |
$1.32M - $1.45M
|
7.79K
$889K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5KNew |
$569K - $623K
|
5K
$571K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 0.28% |
$2.28K - $2.49K
|
7.09K
$809K
|