Purchases and Sales Made in Q4 2023 in Invesco ETF Tr Ii Global Clean (PBD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Global Clean (PBD) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II GLOBAL CLEAN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.72K- 31.57% |
$115K - $141K
|
18.9K
$223K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11.6K- 23.95% |
$153K - $187K
|
36.7K
$432K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.7K- 26.72% |
$154K - $189K
|
32K
$377K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13.1K- 33.25% |
$174K - $213K
|
26.4K
$311K
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-14.7K- 21.04% |
$195K - $239K
|
55.3K
$651K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-20.5K- 74.57% |
$271K - $332K
|
6.99K
$82.3K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.9K- 41.56% |
$342K - $420K
|
36.4K
$429K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-97.7K- 64.58% |
$1.29M - $1.58M
|
53.6K
$631K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-115K- 81.47% |
$1.52M - $1.87M
|
26.2K
$308K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-146K- 59.44% |
$1.93M - $2.36M
|
99.4K
$1.17M
|