Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

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 $1.4 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

20,768

Previous 20,784 0.08%

Holding current value

$1.4 Million

Previous $1.35 Million 7.65%

% of portfolio

0.19%

Previous 0.18%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

111

Shares Held

1.36M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBE
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Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History