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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.41KNew |
$240K - $260K
|
4.41K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.37KNew |
$237K - $258K
|
4.37K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.81KNew |
$533K - $579K
|
9.81K
$650K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-37.3K- 35.07% |
$2.03M - $2.2M
|
69K
$4.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.66KNew |
$199K - $216K
|
3.66K
$242K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.71KNew |
$92.9K - $101K
|
1.71K
$113K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-396- 1.6% |
$21.5K - $23.4K
|
24.3K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.63K- 3.15% |
$360K - $391K
|
203K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.26K+ 18.56% |
$395K - $429K
|
46.4K
$3.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.57KNew |
$248K - $270K
|
4.57K
$303K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.83KNew |
$99.2K - $108K
|
1.83K
$121K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-64- 8.43% |
$3.46K - $3.63K
|
695
$46K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.54K- 97.47% |
$83.1K - $87.4K
|
40
$2.65K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.25KNew |
$338K - $355K
|
6.25K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 2.18% |
$594 - $625
|
516
$34.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-458- 26.13% |
$24.7K - $26K
|
1.3K
$85.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.01KClosed |
$162K - $171K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
229New |
$12.4K - $13K
|
229
$15.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-18.7K- 56.76% |
$1.01M - $1.06M
|
14.3K
$945K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22+ 0.43% |
$1.19K - $1.25K
|
5.15K
$341K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
279+ 593.62% |
$15.1K - $15.8K
|
326
$21.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
15.5KNew |
$835K - $878K
|
15.5K
$1.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
350New |
$18.9K - $19.9K
|
350
$23.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.1K- 75.68% |
$808K - $915K
|
5.19K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.02KNew |
$451K - $511K
|
9.02K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-457- 1.54% |
$22.9K - $25.9K
|
29.3K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.52K- 18.8% |
$75.9K - $85.9K
|
6.55K
$434K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.12KNew |
$206K - $233K
|
4.12K
$273K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.36K- 28.7% |
$168K - $190K
|
8.34K
$552K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
118New |
$5.91K - $6.69K
|
118
$7.82K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
56New |
$2.8K - $3.17K
|
56
$3.71K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
26.5KNew |
$1.33M - $1.5M
|
26.5K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$220K - $249K
|
4.39K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.05% |
$250 - $283
|
9.81K
$650K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$1.7K - $1.93K
|
34
$2.25K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.83KNew |
$192K - $217K
|
3.83K
$254K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-435- 90.81% |
$19.2K - $22.2K
|
44
$2.91K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-567- 2.04% |
$25K - $28.9K
|
27.3K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2KNew |
$88.2K - $102K
|
2K
$132K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
3.16KNew |
$139K - $161K
|
3.16K
$209K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 18.96% |
$17.6K - $20.4K
|
1.71K
$113K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.24KNew |
$231K - $267K
|
5.24K
$347K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-172- 10.12% |
$7.58K - $8.76K
|
1.53K
$101K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
229New |
$10.1K - $11.7K
|
229
$15.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-918- 3.35% |
$40.5K - $46.8K
|
26.5K
$1.75M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 16.82% |
$50.1K - $53.2K
|
5.38K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.3KClosed |
$565K - $600K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-36- 0.79% |
$1.57K - $1.68K
|
4.51K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.83KNew |
$254K - $272K
|
5.83K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
292New |
$12.8K - $13.6K
|
292
$19.3K
|
|