Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q3 2023. 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 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
101KNew |
$3.14M - $4.41M
|
101K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
52.4KNew |
$1.63M - $2.29M
|
52.4K
$1.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
42.1KNew |
$1.31M - $1.84M
|
42.1K
$859K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28K+ 10.78% |
$871K - $1.22M
|
287K
$5.87M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
27.7K+ 39.67% |
$861K - $1.21M
|
97.4K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
19.1KNew |
$594K - $833K
|
19.1K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1KNew |
$534K - $749K
|
17.1K
$350K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 2.44% |
$477K - $670K
|
644K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$463K - $649K
|
14.9K
$303K
|
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
13.3K+ 56.87% |
$415K - $582K
|
36.7K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 14.41% |
$378K - $530K
|
96.3K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.1KNew |
$346K - $486K
|
11.1K
$227K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.2KNew |
$318K - $446K
|
10.2K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 24.48% |
$314K - $440K
|
51.3K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.83K+ 36.54% |
$306K - $430K
|
36.7K
$750K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.12KNew |
$284K - $399K
|
9.12K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.3K+ 84.56% |
$196K - $275K
|
13.7K
$281K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
5.49K+ 21.16% |
$171K - $240K
|
31.4K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.32K+ 1.89% |
$166K - $232K
|
287K
$5.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
3.44K+ 7.88% |
$107K - $150K
|
47K
$960K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.34KNew |
$104K - $146K
|
3.34K
$68.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.34K+ 10.88% |
$104K - $146K
|
34K
$694K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.3K+ 28.37% |
$103K - $144K
|
14.9K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.95K+ 65.86% |
$91.8K - $129K
|
7.42K
$151K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.9K+ 21.52% |
$90.2K - $127K
|
16.4K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.45K+ 23.24% |
$76.3K - $107K
|
13K
$265K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.33KNew |
$72.5K - $102K
|
2.33K
$47.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
2K+ 38.59% |
$62.3K - $87.4K
|
7.18K
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.95K+ 0.98% |
$60.8K - $85.3K
|
201K
$4.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.87K+ 14.75% |
$58.3K - $81.9K
|
14.6K
$298K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.85K+ 10.29% |
$57.8K - $81K
|
19.9K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.75K+ 8.28% |
$54.5K - $76.4K
|
22.9K
$467K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 22.16% |
$52.9K - $74.2K
|
9.37K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.25K+ 4.7% |
$39.1K - $54.8K
|
27.9K
$570K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
712+ 4.33% |
$22.2K - $31.1K
|
17.1K
$350K
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
703+ 5.54% |
$21.9K - $30.7K
|
13.4K
$274K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
686+ 39.79% |
$21.4K - $30K
|
2.41K
$49.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
634+ 2.9% |
$19.7K - $27.7K
|
22.5K
$459K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
534+ 1.28% |
$16.6K - $23.3K
|
42.1K
$860K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
509+ 72.2% |
$15.9K - $22.2K
|
1.21K
$24.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
423+ 5.52% |
$13.2K - $18.5K
|
8.08K
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
329+ 4.25% |
$10.2K - $14.4K
|
8.07K
$165K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
323New |
$10.1K - $14.1K
|
323
$6.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
245+ 0.11% |
$7.63K - $10.7K
|
224K
$4.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
218New |
$6.79K - $9.53K
|
218
$4.45K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
195New |
$6.07K - $8.52K
|
195
$3.98K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
191New |
$5.95K - $8.35K
|
191
$3.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
BUY
|
- |
183+ 1.14% |
$5.7K - $8K
|
16.2K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
167+ 2.1% |
$5.2K - $7.3K
|
8.13K
$166K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
133New |
$4.14K - $5.81K
|
133
$2.72K
|