Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (PBW)

PBW Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q3 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
Oct 19, 2021 Q3 2021
Telos Capital Management, Inc.

SELL
 -
-21
- 0.8%
$1.54K - $1.94K
2.59K $53.2K
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
SELL
 -
-22
- 0.83%
$1.62K - $2.03K
2.62K $53.7K
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
SELL
 -
-22
- 2.92%
$1.62K - $2.03K
731 $15K
Oct 12, 2021 Q3 2021
Focused Wealth Management, Inc

SELL
 -
-28
- 6.0%
$2.06K - $2.58K
439 $9.01K
Nov 10, 2021 Q3 2021
Institutional & Family Asset Management, LLC

SELL
 -
-36
Closed
$2.65K - $3.32K
0 $0
Nov 05, 2021 Q3 2021
Sandy Spring Bank

SELL
 -
-37
Closed
$2.72K - $3.41K
0 $0
Oct 12, 2021 Q3 2021
Harbor Investment Advisory, LLC

SELL
 -
-40
- 33.9%
$2.94K - $3.69K
78 $1.6K
Nov 04, 2021 Q3 2021
Anfield Capital Management, LLC

Newport Beach, CA
SELL
 -
-47
Closed
$3.45K - $4.33K
0 $0
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-65
- 6.57%
$4.78K - $5.99K
925 $19K
Oct 21, 2021 Q3 2021
Millburn Ridgefield Corp

SELL
 -
-73
- 65.18%
$5.37K - $6.73K
39 $801
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-96
- 3.41%
$7.06K - $8.85K
2.72K $55.9K
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-100
- 2.39%
$7.35K - $9.22K
4.09K $83.9K
Oct 27, 2021 Q3 2021
Aptus Capital Advisors, LLC

SELL
 -
-100
Closed
$7.35K - $9.22K
0 $0
Oct 20, 2021 Q3 2021
Moller Financial Services

SELL
 -
-109
- 3.32%
$8.01K - $10.1K
3.17K $65.1K
Nov 15, 2021 Q3 2021
Parcion Private Wealth LLC

Bellevue, WA
SELL
 -
-119
- 1.46%
$8.75K - $11K
8.02K $165K
Nov 12, 2021 Q3 2021
Carmichael Hill & Associates, Inc.

SELL
 -
-119
- 21.44%
$8.75K - $11K
436 $8.95K
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
SELL
 -
-150
- 3.73%
$11K - $13.8K
3.87K $79.5K
Oct 29, 2021 Q3 2021
Costello Asset Management, Inc

SELL
 -
-150
Closed
$11K - $13.8K
0 $0
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-152
- 44.84%
$11.2K - $14K
187 $3.84K
Oct 08, 2021 Q3 2021
Modus Advisors, LLC

SELL
 -
-153
Closed
$11.2K - $14.1K
0 $0
Mar 14, 2023 Q3 2021
Private Portfolio Partners LLC

SELL
 -
-171
- 5.29%
$12.6K - $15.8K
3.06K $62.9K
Nov 04, 2021 Q3 2021
Private Portfolio Partners LLC

SELL
 -
-172
- 5.32%
$12.6K - $15.9K
3.06K $62.9K
Oct 28, 2021 Q3 2021
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-180
Closed
$13.2K - $16.6K
0 $0
Oct 20, 2021 Q3 2021
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-180
- 1.41%
$13.2K - $16.6K
12.6K $258K
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-191
- 4.73%
$14K - $17.6K
3.85K $79K
Nov 16, 2021 Q3 2021
Knuff & CO LLC

Foster City, CA
SELL
 -
-200
Closed
$14.7K - $18.4K
0 $0
Nov 03, 2021 Q3 2021
Princeton Global Asset Management LLC

SELL
 -
-231
- 92.4%
$17K - $21.3K
19 $390
Nov 16, 2021 Q3 2021
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-265
- 50.86%
$19.5K - $24.4K
256 $5.26K
Oct 12, 2021 Q3 2021
Soa Wealth Advisors, Llc.

SELL
 -
-324
- 33.89%
$23.8K - $29.9K
632 $13K
Nov 15, 2021 Q3 2021
Optiver Holding B.V.

Amsterdam, P7
SELL
 -
-332
- 36.48%
$24.4K - $30.6K
578 $11.9K
Nov 12, 2021 Q3 2021
Providence First Trust CO

SELL
 -
-400
- 1.26%
$29.4K - $36.9K
31.5K $646K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-450
- 6.54%
$33.1K - $41.5K
6.43K $132K
Nov 04, 2021 Q3 2021
Accel Wealth Management

SELL
 -
-465
- 23.6%
$34.2K - $42.9K
1.51K $30.9K
Nov 12, 2021 Q3 2021
Neuberger Berman Group LLC

New York, NY
SELL
 -
-564
- 5.16%
$41.5K - $52K
10.4K $213K
Nov 09, 2021 Q3 2021
Commerce Bank

Kansas City, MO
SELL
 -
-640
- 5.85%
$47K - $59K
10.3K $211K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-657
- 6.49%
$48.3K - $60.6K
9.47K $194K
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
SELL
 -
-695
- 18.96%
$51.1K - $64.1K
2.97K $61K
Oct 19, 2021 Q3 2021
Vigilare Wealth Management

SELL
 -
-1.2K
- 19.01%
$88.2K - $111K
5.11K $105K
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

SELL
 -
-1.26K
- 1.81%
$92.9K - $117K
68.7K $1.41M
Oct 13, 2021 Q3 2021
Ayalon Insurance Comp Ltd.

SELL
 -
-1.34K
Closed
$98.5K - $124K
0 $0
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.39K
- 12.2%
$102K - $128K
10K $206K
Nov 15, 2021 Q3 2021
Highlander Capital Management, LLC

Short Hills, NJ
SELL
 -
-1.5K
Closed
$110K - $138K
0 $0
Nov 10, 2021 Q3 2021
Ntv Asset Management LLC

SELL
 -
-1.63K
- 2.3%
$119K - $150K
68.9K $1.42M
Aug 30, 2024 Q3 2021
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-2.2K
- 14.32%
$161K - $202K
13.1K $270K
Oct 08, 2021 Q3 2021
Monterey Private Wealth, Inc.

SELL
 -
-2.2K
Closed
$162K - $203K
0 $0
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

SELL
 -
-2.26K
Closed
$166K - $209K
0 $0
Oct 26, 2021 Q3 2021
Edge Capital Group, LLC

SELL
 -
-2.34K
Closed
$172K - $215K
0 $0
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-2.37K
Closed
$174K - $218K
0 $0
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
SELL
 -
-2.38K
Closed
$175K - $220K
0 $0

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