Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PWV)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PWV) 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 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.25KNew |
$338K - $355K
|
6.25K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.33K+ 2.99% |
$234K - $246K
|
149K
$8.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.38K- 1.58% |
$74.3K - $78.1K
|
85.5K
$4.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.01KClosed |
$162K - $171K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.8K+ 55.08% |
$2.53M - $2.66M
|
132K
$7.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.69KNew |
$200K - $210K
|
3.69K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-458- 26.13% |
$24.7K - $26K
|
1.3K
$75.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
413New |
$22.3K - $23.5K
|
413
$24K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 2.18% |
$594 - $625
|
516
$30K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.32K+ 6.65% |
$71.2K - $74.9K
|
21.1K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.2K+ 17.32% |
$1.2M - $1.26M
|
151K
$8.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
124+ 0.34% |
$6.7K - $7.04K
|
36.1K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-245- 0.05% |
$13.2K - $13.9K
|
502K
$29.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-847- 3.94% |
$45.7K - $48.1K
|
20.7K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.25K- 74.66% |
$121K - $127K
|
762
$44.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8+ 0.17% |
$432 - $454
|
4.6K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
272+ 1.36% |
$14.7K - $15.4K
|
20.2K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-2.51K- 15.65% |
$135K - $142K
|
13.5K
$785K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22+ 0.43% |
$1.19K - $1.25K
|
5.15K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-18.7K- 56.76% |
$1.01M - $1.06M
|
14.3K
$830K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
229New |
$12.4K - $13K
|
229
$13.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.16K- 0.64% |
$62.4K - $65.6K
|
179K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-108- 7.41% |
$5.83K - $6.13K
|
1.35K
$78.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-221- 1.65% |
$11.9K - $12.5K
|
13.2K
$768K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.1K+ 14.99% |
$1.03M - $1.09M
|
147K
$8.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.27K+ 2144.22% |
$230K - $242K
|
4.47K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 0.6% |
$216 - $227
|
668
$38.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.15% |
$648 - $681
|
8.08K
$470K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.9K+ 2.75% |
$749K - $788K
|
518K
$30.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.67K+ 5.53% |
$414K - $436K
|
146K
$8.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
279+ 593.62% |
$15.1K - $15.8K
|
326
$19K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-196- 0.55% |
$10.6K - $11.1K
|
35.2K
$2.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 11.61% |
$6.09M - $6.4M
|
1.08M
$63M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-125- 0.31% |
$6.75K - $7.1K
|
39.6K
$2.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
294+ 0.59% |
$15.9K - $16.7K
|
50.4K
$2.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-87- 0.81% |
$4.7K - $4.94K
|
10.6K
$618K
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.35K- 7.53% |
$72.8K - $76.5K
|
16.5K
$962K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
15.5KNew |
$835K - $878K
|
15.5K
$900K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-714- 0.49% |
$38.6K - $40.5K
|
145K
$8.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$54 - $56.8
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
350New |
$18.9K - $19.9K
|
350
$20.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-47- 0.63% |
$2.54K - $2.67K
|
7.45K
$433K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-33- 0.22% |
$1.78K - $1.87K
|
14.7K
$852K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-94- 1.32% |
$5.08K - $5.34K
|
7.03K
$409K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 4.02% |
$3.24K - $3.41K
|
1.55K
$90.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
136+ 0.53% |
$7.35K - $7.72K
|
25.7K
$1.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28- 0.21% |
$1.51K - $1.59K
|
13.4K
$779K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.79K- 6.34% |
$96.7K - $102K
|
26.4K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-204- 1.22% |
$11K - $11.6K
|
16.6K
$965K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
797New |
$43K - $45.3K
|
797
$46.4K
|