A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 20,768 shares of PBE stock, worth $1.37 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
20,768
Previous 20,784 0.08%
Holding current value
$1.37 Million
Previous $1.35 Million 7.65%
% of portfolio
0.19%
Previous 0.18%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$64.02 - $71.97 $1,024 - $1,151
-16 Reduced 0.08%
20,768 $1.45 Million
Q2 2024

Jul 25, 2024

SELL
$59.62 - $66.11 $9,360 - $10,379
-157 Reduced 0.75%
20,784 $1.35 Million
Q1 2024

Apr 30, 2024

BUY
$62.39 - $67.29 $10,356 - $11,170
166 Added 0.8%
20,941 $1.36 Million
Q3 2023

Oct 13, 2023

SELL
$57.04 - $64.1 $6,559 - $7,371
-115 Reduced 0.55%
20,775 $1.19 Million
Q1 2023

Apr 20, 2023

SELL
$60.12 - $67.92 $16,292 - $18,406
-271 Reduced 1.28%
20,890 $1.31 Million
Q4 2022

Feb 02, 2023

SELL
$59.25 - $68.03 $8,591 - $9,864
-145 Reduced 0.68%
21,161 $1.34 Million
Q3 2022

Oct 18, 2022

SELL
$56.47 - $66.84 $11,294 - $13,368
-200 Reduced 0.93%
21,306 $1.26 Million
Q1 2022

Apr 29, 2022

SELL
$56.78 - $71.43 $908 - $1,142
-16 Reduced 0.07%
21,506 $1.33 Million
Q2 2021

Jul 21, 2021

SELL
$68.81 - $78.81 $2,752 - $3,152
-40 Reduced 0.19%
21,522 $1.66 Million
Q1 2021

May 04, 2021

SELL
$69.5 - $83.81 $12,510 - $15,085
-180 Reduced 0.83%
21,562 $1.59 Million
Q3 2020

Nov 03, 2020

BUY
$53.82 - $62.86 $2,314 - $2,702
43 Added 0.2%
21,742 $1.23 Million
Q2 2020

Jul 30, 2020

BUY
$44.36 - $58.66 $10,823 - $14,313
244 Added 1.14%
21,699 $1.26 Million
Q1 2020

Apr 29, 2020

SELL
$39.7 - $57.41 $25,011 - $36,168
-630 Reduced 2.85%
21,455 $998,000
Q4 2019

Feb 27, 2020

BUY
$46.42 - $56.68 $967,949 - $1.18 Million
20,852 Added 1691.16%
22,085 $1.23 Million
Q4 2019

Jan 27, 2020

SELL
$46.42 - $56.68 $1.01 Million - $1.24 Million
-21,852 Reduced 94.66%
1,233 $1.23 Million
Q2 2019

Aug 02, 2019

SELL
N/A
-430 Reduced 1.83%
23,085 $1.24 Million
Q4 2018

Feb 08, 2019

BUY
N/A
23,515 New
23,515 $1.11 Million

Others Institutions Holding PBE

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PBE
  • Sector ETFs
  • Industry ETFs
More about PBE
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