Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
630+ 109.0% |
$43.4K - $60.2K
|
1.21K
$24.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
628+ 17.15% |
$43.3K - $60K
|
4.29K
$88.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
580+ 5.59% |
$39.9K - $55.4K
|
11K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
575+ 15.32% |
$39.6K - $54.9K
|
4.33K
$88.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
554+ 18.8% |
$38.2K - $52.9K
|
3.5K
$71.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
547+ 74.83% |
$37.7K - $52.3K
|
1.28K
$26.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
491+ 20.95% |
$33.8K - $46.9K
|
2.84K
$58.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
489+ 4.69% |
$33.7K - $46.7K
|
10.9K
$224K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
420+ 3.9% |
$28.9K - $40.1K
|
11.2K
$230K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
415+ 3.3% |
$28.6K - $39.7K
|
13K
$266K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
400+ 153.85% |
$27.5K - $38.2K
|
660
$13.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
359New |
$24.7K - $34.3K
|
359
$7.37K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
280+ 98.94% |
$19.3K - $26.8K
|
563
$11.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
262+ 3.6% |
$18K - $25K
|
7.54K
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
259New |
$17.8K - $24.8K
|
259
$5.32K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
251New |
$17.3K - $24K
|
251
$5.15K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
225New |
$15.5K - $21.5K
|
225
$4.62K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
223New |
$15.4K - $21.3K
|
223
$4.58K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
220New |
$15.2K - $21K
|
220
$4.52K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
205+ 80.08% |
$14.1K - $19.6K
|
461
$9.46K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
205+ 0.45% |
$14.1K - $19.6K
|
45.3K
$930K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
187+ 467.5% |
$12.9K - $17.9K
|
227
$4.66K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
185New |
$12.7K - $17.7K
|
185
$3.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
150New |
$10.3K - $14.3K
|
150
$3.08K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
148New |
$10.2K - $14.1K
|
148
$3.04K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
139+ 0.29% |
$9.57K - $13.3K
|
48.6K
$998K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
127+ 4.85% |
$8.75K - $12.1K
|
2.74K
$56.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
121+ 17.64% |
$8.33K - $11.6K
|
807
$16.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
101New |
$6.96K - $9.65K
|
101
$2.07K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
100+ 9.06% |
$6.89K - $9.56K
|
1.2K
$24.7K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
100New |
$6.89K - $9.56K
|
100
$2.05K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$6.89K - $9.56K
|
100
$2.05K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
94New |
$6.47K - $8.98K
|
94
$1.93K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
92+ 7.71% |
$6.34K - $8.79K
|
1.29K
$26.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
86+ 477.78% |
$5.92K - $8.22K
|
104
$2.14K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
80New |
$5.51K - $7.64K
|
80
$1.64K
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
79New |
$5.44K - $7.55K
|
79
$1.62K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
79New |
$5.44K - $7.55K
|
79
$1.62K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
77New |
$5.3K - $7.36K
|
77
$1.58K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
75+ 8.62% |
$5.17K - $7.17K
|
945
$19.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
58+ 13.88% |
$3.99K - $5.54K
|
476
$9.77K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
55New |
$3.79K - $5.26K
|
55
$1.13K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
50+ 1.02% |
$3.44K - $4.78K
|
4.95K
$102K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
50New |
$3.44K - $4.78K
|
50
$1.03K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 50.0% |
$3.44K - $4.78K
|
150
$3.08K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
46New |
$3.17K - $4.4K
|
46
$944
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42New |
$2.89K - $4.01K
|
42
$862
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
40New |
$2.75K - $3.82K
|
40
$821
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40+ 21.39% |
$2.75K - $3.82K
|
227
$4.66K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
37New |
$2.55K - $3.54K
|
37
$760
|