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 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-347- 74.15% |
$17K - $23.2K
|
121
$8.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.19KNew |
$255K - $346K
|
5.19K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-15K- 43.96% |
$737K - $1M
|
19.1K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
304New |
$14.9K - $20.3K
|
304
$22.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-151- 21.12% |
$7.42K - $10.1K
|
564
$41.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$49.1 - $66.7
|
1
$74.1
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.08K- 8.91% |
$52.9K - $71.8K
|
11K
$814K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
186New |
$9.14K - $12.4K
|
186
$13.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-653- 26.47% |
$32.1K - $43.6K
|
1.81K
$134K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-7.51K- 24.75% |
$369K - $501K
|
22.8K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-434- 86.63% |
$21.3K - $29K
|
67
$4.96K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
237+ 3.73% |
$11.6K - $15.8K
|
6.6K
$489K
|
|
|
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
$4.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104+ 0.11% |
$5.11K - $6.94K
|
98K
$7.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
103New |
$5.06K - $6.87K
|
103
$7.63K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
105+ 114.13% |
$5.16K - $7.01K
|
197
$14.6K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.83K+ 49.02% |
$192K - $248K
|
11.6K
$862K
|
|
|
Mar 21, 2025
Q2 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-34.5KClosed |
$1.73M - $2.23M
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
32.7KNew |
$1.64M - $2.12M
|
32.7K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1K- 17.73% |
$50.1K - $64.8K
|
4.64K
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.7KNew |
$637K - $825K
|
12.7K
$942K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-332- 2.46% |
$16.6K - $21.5K
|
13.1K
$974K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
75.4KNew |
$3.78M - $4.89M
|
75.4K
$5.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.07% |
$150 - $195
|
4.04K
$299K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
236+ 5.48% |
$11.8K - $15.3K
|
4.54K
$336K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.27KNew |
$164K - $212K
|
3.27K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-31- 6.11% |
$1.55K - $2.01K
|
476
$35.3K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-124- 1.74% |
$6.21K - $8.04K
|
7.02K
$520K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-494- 8.78% |
$24.7K - $32K
|
5.13K
$380K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.19KNew |
$260K - $337K
|
5.19K
$384K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
126New |
$6.31K - $8.17K
|
126
$9.33K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
397+ 1.34% |
$19.9K - $25.7K
|
30.1K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.36KNew |
$218K - $282K
|
4.36K
$323K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
764New |
$38.3K - $49.5K
|
764
$56.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-67- 1.0% |
$3.36K - $4.34K
|
6.64K
$491K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.31KNew |
$316K - $409K
|
6.31K
$468K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-375- 4.1% |
$18.8K - $24.3K
|
8.78K
$650K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-104- 2.29% |
$5.21K - $6.74K
|
4.43K
$328K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
20.9KNew |
$1.05M - $1.35M
|
20.9K
$1.55M
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
100New |
$4.59K - $5.82K
|
100
$7.41K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.9KNew |
$179K - $227K
|
3.9K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.1KNew |
$96.2K - $122K
|
2.1K
$155K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-73- 0.38% |
$3.35K - $4.25K
|
19.1K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.66KNew |
$168K - $213K
|
3.66K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$275 - $349
|
6
$444
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
795New |
$36.5K - $46.3K
|
795
$58.9K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.78KNew |
$173K - $220K
|
3.78K
$280K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 50.0% |
$45.9 - $58.2
|
1
$74.1
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.4KNew |
$477K - $605K
|
10.4K
$770K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-200- 33.33% |
$9.18K - $11.6K
|
400
$29.6K
|
|