Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PSI)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PSI) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
126New |
$6.31K - $8.17K
|
126
$9.33K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.07% |
$150 - $195
|
4.04K
$299K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.4KNew |
$477K - $605K
|
10.4K
$770K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.9KNew |
$179K - $227K
|
3.9K
$289K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.78KNew |
$173K - $220K
|
3.78K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.66KNew |
$168K - $213K
|
3.66K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.1KNew |
$96.2K - $122K
|
2.1K
$155K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
795New |
$36.5K - $46.3K
|
795
$58.9K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
100New |
$4.59K - $5.82K
|
100
$7.41K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$275 - $349
|
6
$444
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$45.9 - $58.2
|
1
$74.1
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.37KNew |
$166K - $219K
|
4.37K
$323K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.31KNew |
$163K - $216K
|
4.31K
$319K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
962New |
$36.5K - $48.2K
|
962
$71.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
608+ 675.56% |
$23.1K - $30.4K
|
698
$51.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
600New |
$22.8K - $30K
|
600
$44.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
200New |
$7.58K - $10K
|
200
$14.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15New |
$569 - $751
|
15
$1.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$455 - $601
|
12
$889
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12New |
$455 - $601
|
12
$889
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.28K+ 199.38% |
$384K - $1.3M
|
13.9K
$1.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6.59K+ 200.0% |
$273K - $925K
|
9.88K
$732K
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$224K - $758K
|
5.4K
$400K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.58K+ 200.0% |
$190K - $644K
|
6.88K
$509K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.58K+ 200.0% |
$190K - $644K
|
6.88K
$509K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.5K+ 200.0% |
$145K - $491K
|
5.25K
$389K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.2K+ 200.0% |
$133K - $450K
|
4.8K
$356K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.39K+ 200.0% |
$99.2K - $336K
|
3.59K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.43K+ 146.61% |
$59.1K - $201K
|
2.4K
$178K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.14K+ 200.0% |
$47.4K - $161K
|
1.72K
$127K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
500+ 200.0% |
$20.7K - $70.2K
|
750
$55.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
440+ 200.0% |
$18.2K - $61.8K
|
660
$48.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
295+ 159.46% |
$12.2K - $41.4K
|
480
$35.6K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
270+ 200.0% |
$11.2K - $37.9K
|
405
$30K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
250+ 200.0% |
$10.4K - $35.1K
|
375
$27.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
180+ 200.0% |
$7.46K - $25.3K
|
270
$20K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
152+ 200.0% |
$6.3K - $21.3K
|
228
$16.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
135New |
$5.59K - $19K
|
135
$10K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
130+ 200.0% |
$5.38K - $18.3K
|
195
$14.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
96+ 200.0% |
$3.98K - $13.5K
|
144
$10.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
56+ 200.0% |
$2.32K - $7.86K
|
84
$6.22K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 200.0% |
$1.41K - $4.77K
|
51
$3.78K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22+ 200.0% |
$911 - $3.09K
|
33
$2.44K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 200.0% |
$580 - $1.97K
|
21
$1.56K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$54.5K - $68.4K
|
500
$37K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
9.14KNew |
$907K - $1.13M
|
9.14K
$677K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.12KNew |
$211K - $262K
|
2.12K
$157K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.67KNew |
$165K - $206K
|
1.67K
$123K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
365New |
$36.2K - $45.1K
|
365
$27K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.26KNew |
$64.6K - $252K
|
2.26K
$167K
|
|