Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PSI)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PSI) 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
265+ 1394.74% |
$13K - $17.7K
|
284
$17K
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
16.8KNew |
$825K - $1.12M
|
16.8K
$1.01M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
304New |
$14.9K - $20.3K
|
304
$18.2K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.29K- 9.33% |
$63.5K - $86.3K
|
12.6K
$754K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.78K- 11.29% |
$87.6K - $119K
|
14K
$842K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61.7K- 29.63% |
$3.03M - $4.12M
|
147K
$8.79M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$49.1 - $66.7
|
1
$60
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-246- 83.11% |
$12.1K - $16.4K
|
50
$3K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.85KNew |
$288K - $391K
|
5.85K
$351K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.63K- 43.42% |
$228K - $309K
|
6.04K
$362K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-174- 2.13% |
$8.55K - $11.6K
|
8K
$480K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 3.85% |
$98.3 - $133
|
50
$3K
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.44K- 14.52% |
$70.9K - $96.3K
|
8.5K
$510K
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
540+ 5.48% |
$26.5K - $36K
|
10.4K
$624K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 30.87% |
$56.7K - $77K
|
4.89K
$294K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.08K- 8.91% |
$52.9K - $71.8K
|
11K
$660K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.3KNew |
$63.9K - $86.7K
|
1.3K
$78K
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.5K- 14.28% |
$123K - $167K
|
15K
$899K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-335- 43.62% |
$16.5K - $22.4K
|
433
$26K
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
186New |
$9.14K - $12.4K
|
186
$11.2K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.45K+ 15.89% |
$121K - $164K
|
17.9K
$1.07M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.9K+ 61.06% |
$1.57M - $2.13M
|
84.1K
$5.05M
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-23K- 20.07% |
$1.13M - $1.53M
|
91.6K
$5.5M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-41- 0.17% |
$2.01K - $2.74K
|
24.5K
$1.47M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-653- 26.47% |
$32.1K - $43.6K
|
1.81K
$109K
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
882+ 6.3% |
$43.3K - $58.8K
|
14.9K
$893K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
785+ 21.36% |
$38.6K - $52.4K
|
4.46K
$268K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.33K+ 4.08% |
$65.3K - $88.7K
|
34K
$2.04M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-7.51K- 24.75% |
$369K - $501K
|
22.8K
$1.37M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.88% |
$1.67K - $2.27K
|
3.89K
$233K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
808+ 10.08% |
$39.7K - $53.9K
|
8.82K
$529K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-121K- 74.94% |
$5.93M - $8.06M
|
40.4K
$2.42M
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-434- 86.63% |
$21.3K - $29K
|
67
$4.02K
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
237+ 3.73% |
$11.6K - $15.8K
|
6.6K
$396K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.65K- 45.27% |
$376K - $510K
|
9.25K
$555K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104+ 0.11% |
$5.11K - $6.94K
|
98K
$5.88M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.07K- 31.32% |
$102K - $138K
|
4.55K
$273K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.6K- 39.71% |
$1.8M - $2.44M
|
55.5K
$3.33M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.67K+ 7.98% |
$230K - $312K
|
63.2K
$3.79M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 21.93% |
$64.9K - $88.1K
|
4.7K
$282K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.7% |
$491 - $667
|
1.44K
$86.4K
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-3.45K- 14.17% |
$169K - $230K
|
20.9K
$1.25M
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
6.41K+ 7.84% |
$315K - $428K
|
88.2K
$5.29M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
103New |
$5.06K - $6.87K
|
103
$6.18K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-3.11K- 31.43% |
$153K - $208K
|
6.79K
$408K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
105+ 114.13% |
$5.16K - $7.01K
|
197
$11.8K
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-653- 11.83% |
$32.1K - $43.6K
|
4.87K
$292K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
541+ 5.97% |
$26.6K - $36.1K
|
9.6K
$576K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.2K+ 8.82% |
$647K - $879K
|
162K
$9.75M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.22% |
$49.1 - $66.7
|
463
$27.8K
|