Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
104K+ 114.52% |
$9M - $10.2M
|
194K
$20.6M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.1K+ 36.58% |
$6.08M - $6.93M
|
262K
$27.8M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.3K+ 7.66% |
$4.8M - $5.47M
|
777K
$82.4M
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
43.9KNew |
$3.81M - $4.34M
|
43.9K
$4.66M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.29K+ 336.17% |
$806K - $918K
|
12K
$1.28M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.71KNew |
$756K - $862K
|
8.71K
$924K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.51K+ 10.16% |
$653K - $743K
|
81.4K
$8.64M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.55KNew |
$569K - $648K
|
6.55K
$695K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.28KNew |
$545K - $621K
|
6.28K
$666K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.05KNew |
$525K - $598K
|
6.05K
$642K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.25KNew |
$456K - $519K
|
5.25K
$557K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.75K+ 17.2% |
$412K - $469K
|
32.3K
$3.43M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.71KNew |
$409K - $466K
|
4.71K
$500K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.51KNew |
$305K - $347K
|
3.51K
$373K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.43K+ 4.3% |
$298K - $340K
|
83.4K
$8.84M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.42KNew |
$297K - $338K
|
3.42K
$363K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.11K+ 5.12% |
$270K - $308K
|
64K
$6.79M
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.05K+ 100.0% |
$265K - $302K
|
6.1K
$647K
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.25KNew |
$195K - $223K
|
2.25K
$239K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.19K+ 15.13% |
$190K - $217K
|
16.7K
$1.77M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.05KNew |
$178K - $203K
|
2.05K
$218K
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.89K+ 1.94% |
$164K - $187K
|
99.1K
$10.5M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.58KNew |
$137K - $156K
|
1.58K
$167K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.25K+ 2.33% |
$109K - $124K
|
55.1K
$5.84M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.22K+ 106.08% |
$106K - $121K
|
2.37K
$252K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.12K+ 719.35% |
$96.8K - $110K
|
1.27K
$135K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.04K+ 2.07% |
$90.3K - $103K
|
51.2K
$5.43M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1KNew |
$86.9K - $98.9K
|
1K
$106K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
900+ 240.0% |
$78.2K - $89K
|
1.28K
$135K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
804+ 2.29% |
$69.8K - $79.5K
|
35.8K
$3.8M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
711+ 18.68% |
$61.8K - $70.3K
|
4.52K
$479K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
642+ 0.55% |
$55.8K - $63.5K
|
117K
$12.4M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
632New |
$54.9K - $62.5K
|
632
$67K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
616+ 3.6% |
$53.5K - $60.9K
|
17.7K
$1.88M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
546+ 2.81% |
$47.4K - $54K
|
20K
$2.12M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
521+ 1.52% |
$45.2K - $51.5K
|
34.8K
$3.69M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
500New |
$43.4K - $49.5K
|
500
$53K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
433+ 4.73% |
$37.6K - $42.8K
|
9.58K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
387+ 7.6% |
$33.6K - $38.3K
|
5.48K
$581K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$8.69K - $9.89K
|
100
$10.6K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
89+ 1.01% |
$7.73K - $8.8K
|
8.87K
$941K
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
82+ 1.18% |
$7.12K - $8.11K
|
7.05K
$748K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
44New |
$3.82K - $4.35K
|
44
$4.67K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40+ 0.27% |
$3.47K - $3.96K
|
15K
$1.59M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17+ 0.3% |
$1.48K - $1.68K
|
5.69K
$604K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-3- 0.05% |
$261 - $297
|
6.12K
$649K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-9- 0.21% |
$782 - $890
|
4.21K
$446K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-11- 0.03% |
$955 - $1.09K
|
32.7K
$3.47M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25- 0.14% |
$2.17K - $2.47K
|
18.1K
$1.92M
|