Latest Institutional Transactions on Invesco ETF Tr Ii Global Clean (PBD)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Global Clean (PBD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.16% |
$13.4 - $15.6
|
644
$8.82K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-423- 0.35% |
$5.66K - $6.61K
|
119K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.5K+ 64.07% |
$274K - $320K
|
52.5K
$719K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
735+ 1267.24% |
$9.83K - $11.5K
|
793
$10.9K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.28K+ 10.37% |
$97.3K - $114K
|
77.4K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-173K- 55.4% |
$2.32M - $2.71M
|
139K
$1.91M
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-186- 2.01% |
$2.49K - $2.91K
|
9.05K
$124K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 19.23% |
$6.69K - $7.82K
|
3.1K
$42.5K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.08KNew |
$27.8K - $32.5K
|
2.08K
$28.5K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.66K- 7.3% |
$35.6K - $41.6K
|
33.7K
$462K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.98K+ 45.38% |
$79.9K - $93.4K
|
19.1K
$262K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-134K- 67.4% |
$1.8M - $2.1M
|
64.9K
$890K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
186+ 2.36% |
$2.49K - $2.91K
|
8.07K
$111K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.34K- 8.85% |
$31.2K - $36.5K
|
24K
$329K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40.2K+ 18.9% |
$537K - $628K
|
253K
$3.46M
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.7K+ 7.16% |
$22.8K - $26.6K
|
25.5K
$349K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
13.4K+ 24.99% |
$179K - $209K
|
67K
$918K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17+ 0.05% |
$227 - $266
|
35.7K
$489K
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.42K+ 18.39% |
$126K - $147K
|
60.6K
$831K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-125- 14.45% |
$1.67K - $1.95K
|
740
$10.1K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.0% |
$13.4 - $15.6
|
35K
$480K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-198Closed |
$2.65K - $3.09K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.22K- 19.92% |
$69.7K - $81.5K
|
21K
$287K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.23K+ 31.84% |
$29.7K - $34.8K
|
9.21K
$126K
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-191- 0.36% |
$2.55K - $2.99K
|
53.2K
$729K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.6K- 25.76% |
$342K - $400K
|
73.8K
$1.01M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.7K- 68.49% |
$237K - $277K
|
8.16K
$112K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.04K- 16.1% |
$40.7K - $47.6K
|
15.9K
$217K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.6KNew |
$582K - $681K
|
43.6K
$597K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.05% |
$13.4 - $15.6
|
2.01K
$27.6K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$2.67K - $3.13K
|
200
$2.74K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
903+ 3.4% |
$12.1K - $14.1K
|
27.5K
$376K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.4KNew |
$32.1K - $37.5K
|
2.4K
$32.9K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-21K- 35.96% |
$281K - $328K
|
37.4K
$512K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
187New |
$2.5K - $2.92K
|
187
$2.56K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-31.1K- 84.76% |
$416K - $486K
|
5.59K
$76.6K
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.77K+ 10.59% |
$50.5K - $59K
|
39.4K
$540K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.32KNew |
$84.6K - $98.8K
|
6.32K
$86.6K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-60- 27.15% |
$802 - $938
|
161
$2.21K
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.58K+ 15.8% |
$47.9K - $55.9K
|
26.2K
$359K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.4K- 46.66% |
$367K - $429K
|
31.4K
$430K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.05% |
$40.1 - $46.9
|
6.49K
$89K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-539- 2.96% |
$7.21K - $8.42K
|
17.7K
$242K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.41K- 11.48% |
$45.5K - $53.2K
|
26.3K
$360K
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.75K- 6.78% |
$50.2K - $58.6K
|
51.5K
$706K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.01% |
$13.4 - $15.6
|
8.38K
$115K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3K+ 109.45% |
$40.1K - $46.9K
|
5.74K
$78.7K
|
|
Q4 2023 | |||||||
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
120New |
$1.59K - $1.95K
|
120
$1.64K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
230+ 86.79% |
$3.04K - $3.73K
|
495
$6.78K
|