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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-340- 63.31% |
$4.47K - $5.09K
|
197
$2.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-8.39K- 32.94% |
$110K - $126K
|
17.1K
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
2.3KNew |
$30.3K - $34.4K
|
2.3K
$26K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-299- 59.92% |
$3.93K - $4.47K
|
200
$2.26K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-6.53K- 72.14% |
$85.9K - $97.6K
|
2.52K
$28.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.07K- 0.9% |
$14.1K - $16K
|
118K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.9KNew |
$209K - $238K
|
15.9K
$180K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-299- 2.54% |
$3.93K - $4.47K
|
11.5K
$130K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
325New |
$4.28K - $4.86K
|
325
$3.68K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
790+ 5.42% |
$10.4K - $11.8K
|
15.4K
$174K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-265- 53.54% |
$3.54K - $4.14K
|
230
$2.6K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-198Closed |
$2.65K - $3.09K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-125- 14.45% |
$1.67K - $1.95K
|
740
$8.37K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$2.67K - $3.13K
|
200
$2.26K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.4KNew |
$32.1K - $37.5K
|
2.4K
$27.1K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
187New |
$2.5K - $2.92K
|
187
$2.11K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.58K+ 15.8% |
$47.9K - $55.9K
|
26.2K
$297K
|
|
| Q4 2023 | |||||||
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
120New |
$1.59K - $1.95K
|
120
$1.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-37- 1.88% |
$490 - $600
|
1.93K
$21.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
62.8KNew |
$831K - $1.02M
|
62.8K
$711K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.45K- 69.54% |
$19.2K - $23.5K
|
635
$7.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
136New |
$1.8K - $2.2K
|
136
$1.54K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-8.09K- 22.92% |
$107K - $131K
|
27.2K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
482New |
$6.38K - $7.81K
|
482
$5.45K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
112New |
$1.48K - $1.82K
|
112
$1.27K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15New |
$198 - $243
|
15
$170
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
40New |
$529 - $648
|
40
$452
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
248New |
$3.77K - $4.99K
|
248
$2.8K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7New |
$106 - $141
|
7
$79.2
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.1KNew |
$154K - $203K
|
10.1K
$114K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
104New |
$1.58K - $2.09K
|
104
$1.18K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-775- 5.91% |
$11.8K - $15.6K
|
12.3K
$139K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
800+ 56.34% |
$12.2K - $16.1K
|
2.22K
$25.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.92% |
$15.2 - $20.1
|
53
$599
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
86+ 0.24% |
$1.31K - $1.73K
|
36.6K
$414K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.14K- 24.47% |
$139K - $184K
|
28.2K
$319K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-79- 0.22% |
$1.42K - $1.55K
|
35.1K
$397K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
645New |
$11.6K - $12.6K
|
645
$7.29K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
80New |
$1.44K - $1.57K
|
80
$905
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-63.7K- 97.52% |
$1.15M - $1.25M
|
1.62K
$18.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
2.95K+ 35.78% |
$53.1K - $57.8K
|
11.2K
$127K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
141New |
$2.54K - $2.76K
|
141
$1.59K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
78New |
$1.4K - $1.53K
|
78
$882
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.46K+ 25.67% |
$62.3K - $67.8K
|
17K
$192K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
200New |
$3.64K - $4.33K
|
200
$2.26K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.45K- 41.18% |
$44.6K - $53.1K
|
3.5K
$39.6K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
290New |
$5.28K - $6.28K
|
290
$3.28K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$1.82K - $2.17K
|
100
$1.13K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
48New |
$874 - $1.04K
|
48
$543
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.16K- 2.79% |
$21.1K - $25.1K
|
40.3K
$456K
|
|