Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PSP)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PSP) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.5K- 45.5% |
$116K - $582K
|
15K
$1.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
27New |
$250 - $1.25K
|
27
$1.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
17.5KNew |
$162K - $813K
|
17.5K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.8KNew |
$193K - $966K
|
20.8K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-9- 0.06% |
$83.3 - $418
|
14.1K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-49.4K- 75.77% |
$457K - $2.29M
|
15.8K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
422New |
$3.91K - $19.6K
|
422
$30.1K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-71- 0.35% |
$657 - $3.3K
|
20.3K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
106New |
$982 - $4.92K
|
106
$7.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.14K- 93.5% |
$38.4K - $192K
|
288
$20.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.29K+ 75.13% |
$30.4K - $153K
|
7.66K
$547K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.33KNew |
$12.3K - $61.9K
|
1.33K
$95.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
120New |
$1.11K - $5.57K
|
120
$8.56K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-32.5K- 37.17% |
$300K - $1.51M
|
54.8K
$3.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
42New |
$389 - $1.95K
|
42
$3K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.96K- 15.11% |
$18.2K - $91.2K
|
11K
$787K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 1.29% |
$42.9 - $217
|
382
$27.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
23.6KNew |
$203K - $1.02M
|
23.6K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-315- 52.33% |
$2.7K - $13.6K
|
287
$20.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.41K+ 1.81% |
$20.7K - $104K
|
136K
$9.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.01% |
$8.58 - $43.3
|
6.78K
$483K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 20.72% |
$10.9K - $54.8K
|
7.37K
$526K
|
|
|
Nov 09, 2022
Q3 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
340+ 0.73% |
$2.92K - $14.7K
|
47.1K
$3.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.3KNew |
$19.8K - $99.7K
|
2.3K
$164K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
254New |
$2.18K - $11K
|
254
$18.1K
|
|
| Q2 2022 | |||||||
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.84KClosed |
$18.1K - $24.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
816+ 268.42% |
$8.01K - $10.7K
|
1.12K
$79.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12KClosed |
$118K - $157K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.12K- 21.24% |
$89.5K - $120K
|
33.8K
$2.41M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.1KNew |
$119K - $159K
|
12.1K
$865K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-175Closed |
$1.72K - $2.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-12.2KClosed |
$120K - $161K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
31.1K+ 135.81% |
$305K - $408K
|
54K
$3.85M
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-300Closed |
$2.95K - $3.94K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-617K- 98.34% |
$6.06M - $8.1M
|
10.4K
$743K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.35K- 4.4% |
$13.3K - $17.7K
|
29.3K
$2.09M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.59KClosed |
$15.6K - $20.9K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-603KClosed |
$5.93M - $7.93M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.31KClosed |
$12.9K - $17.3K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-10.5KClosed |
$103K - $138K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106K+ 921.68% |
$1.23M - $1.65M
|
117K
$8.37M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.31KClosed |
$15.2K - $20.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-13.1KClosed |
$152K - $203K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-25.2KClosed |
$293K - $393K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-38.2KClosed |
$443K - $595K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.04K- 66.95% |
$12.1K - $16.2K
|
513
$36.6K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
532+ 2.72% |
$6.18K - $8.29K
|
20.1K
$1.43M
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-150Closed |
$1.74K - $2.34K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.4KClosed |
$16.3K - $21.8K
|
0
$0
|
|