Purchases and Sales Made in Q2 2021 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q2 2021. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.26K+ 8.06% |
$90.3K - $125K
|
16.9K
$324K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.24K+ 64.58% |
$89K - $123K
|
3.16K
$60.7K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.07K+ 6.21% |
$77.1K - $107K
|
18.4K
$353K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.07K+ 8.04% |
$76.7K - $106K
|
14.4K
$276K
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.05K+ 33.26% |
$75K - $104K
|
4.19K
$80.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Wms Partners, LLC
|
BUY
|
- |
1K+ 6.67% |
$71.8K - $99.3K
|
16K
$308K
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
990New |
$71.1K - $98.3K
|
990
$19K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
897+ 0.79% |
$64.4K - $89K
|
114K
$2.2M
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
875+ 8.7% |
$62.8K - $86.8K
|
10.9K
$210K
|
|
|
Aug 10, 2021
Q2 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
863+ 10.38% |
$62K - $85.7K
|
9.17K
$176K
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
859+ 128.02% |
$61.7K - $85.3K
|
1.53K
$29.4K
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
821+ 12.12% |
$58.9K - $81.5K
|
7.6K
$146K
|
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
810+ 3.31% |
$58.2K - $80.4K
|
25.2K
$485K
|
|
|
Jul 22, 2021
Q2 2021
|
Moller Financial Services
|
BUY
|
- |
771+ 30.7% |
$55.4K - $76.5K
|
3.28K
$63.1K
|
|
|
Jul 26, 2021
Q2 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
736+ 14.26% |
$52.8K - $73K
|
5.9K
$113K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
700+ 20.98% |
$50.3K - $69.5K
|
4.04K
$77.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
693+ 35.63% |
$49.8K - $68.8K
|
2.64K
$50.7K
|
|
|
Jul 26, 2021
Q2 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
622+ 86.63% |
$44.7K - $61.7K
|
1.34K
$25.8K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
603+ 1.79% |
$43.3K - $59.8K
|
34.3K
$660K
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
460+ 4.36% |
$33K - $45.7K
|
11K
$212K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
434+ 35.84% |
$31.2K - $43.1K
|
1.65K
$31.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
412+ 4.64% |
$29.6K - $40.9K
|
9.29K
$179K
|
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
BUY
|
- |
300+ 300.0% |
$21.5K - $29.8K
|
400
$7.69K
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
250+ 13.41% |
$18K - $24.8K
|
2.11K
$40.6K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
234+ 9.35% |
$16.8K - $23.2K
|
2.74K
$52.6K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
227New |
$16.3K - $22.5K
|
227
$4.36K
|
|
|
Aug 11, 2021
Q2 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
210+ 31.82% |
$15.1K - $20.8K
|
870
$16.7K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
210New |
$15.1K - $20.8K
|
210
$4.04K
|
|
|
Aug 10, 2021
Q2 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
200New |
$14.4K - $19.9K
|
200
$3.84K
|
|
|
Jul 15, 2021
Q2 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
196+ 5.7% |
$14.1K - $19.5K
|
3.64K
$69.9K
|
|
|
Jul 19, 2021
Q2 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
175+ 0.48% |
$12.6K - $17.4K
|
36.3K
$699K
|
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
160+ 52.12% |
$11.5K - $15.9K
|
467
$8.98K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
155+ 28.92% |
$11.1K - $15.4K
|
691
$13.3K
|
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
BUY
|
- |
153New |
$11K - $15.2K
|
153
$2.94K
|
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
151New |
$10.8K - $15K
|
151
$2.9K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
149+ 1.56% |
$10.7K - $14.8K
|
9.7K
$186K
|
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
145+ 0.21% |
$10.4K - $14.4K
|
70.6K
$1.36M
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
142+ 197.22% |
$10.2K - $14.1K
|
214
$4.11K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
125New |
$8.98K - $12.4K
|
125
$2.4K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
115+ 6.64% |
$8.26K - $11.4K
|
1.85K
$35.5K
|
|
|
Jul 16, 2021
Q2 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
112New |
$8.04K - $11.1K
|
112
$2.15K
|
|
|
Aug 12, 2021
Q2 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
100New |
$7.18K - $9.93K
|
100
$1.92K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
94New |
$6.75K - $9.33K
|
94
$1.81K
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
87+ 2.76% |
$6.25K - $8.63K
|
3.23K
$62.2K
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
87+ 2.77% |
$6.25K - $8.63K
|
3.23K
$62.1K
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
76+ 8.64% |
$5.46K - $7.54K
|
956
$18.4K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
75New |
$5.39K - $7.44K
|
75
$1.44K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
71+ 20.46% |
$5.1K - $7.05K
|
418
$8.03K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
71+ 2.58% |
$5.1K - $7.05K
|
2.82K
$54.2K
|
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
BUY
|
- |
70New |
$5.03K - $6.95K
|
70
$1.35K
|