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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
62.8KNew |
$831K - $1.02M
|
62.8K
$866K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$137K - $167K
|
10.3K
$142K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
136New |
$1.8K - $2.2K
|
136
$1.88K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-37- 1.88% |
$490 - $600
|
1.93K
$26.6K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.45K- 69.54% |
$19.2K - $23.5K
|
635
$8.76K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
75+ 16.23% |
$992 - $1.22K
|
537
$7.41K
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-8.09K- 22.92% |
$107K - $131K
|
27.2K
$375K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.6K- 57.89% |
$34.4K - $42.1K
|
1.89K
$26.1K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
482New |
$6.38K - $7.81K
|
482
$6.65K
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14.6KNew |
$193K - $236K
|
14.6K
$201K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
112New |
$1.48K - $1.82K
|
112
$1.54K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15New |
$198 - $243
|
15
$207
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
40New |
$529 - $648
|
40
$552
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.3K- 16.36% |
$30.4K - $37.3K
|
11.8K
$162K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
248New |
$3.77K - $4.99K
|
248
$3.42K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7New |
$106 - $141
|
7
$96.5
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.1KNew |
$154K - $203K
|
10.1K
$139K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
104New |
$1.58K - $2.09K
|
104
$1.43K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-775- 5.91% |
$11.8K - $15.6K
|
12.3K
$170K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
800+ 56.34% |
$12.2K - $16.1K
|
2.22K
$30.6K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.92% |
$15.2 - $20.1
|
53
$731
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
86+ 0.24% |
$1.31K - $1.73K
|
36.6K
$504K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.14K- 24.47% |
$139K - $184K
|
28.2K
$389K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-79- 0.22% |
$1.42K - $1.55K
|
35.1K
$485K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
645New |
$11.6K - $12.6K
|
645
$8.89K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
80New |
$1.44K - $1.57K
|
80
$1.1K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-63.7K- 97.52% |
$1.15M - $1.25M
|
1.62K
$22.3K
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
2.95K+ 35.78% |
$53.1K - $57.8K
|
11.2K
$154K
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
141New |
$2.54K - $2.76K
|
141
$1.94K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
78New |
$1.4K - $1.53K
|
78
$1.08K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.46K+ 25.67% |
$62.3K - $67.8K
|
17K
$234K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
600+ 120.24% |
$10.9K - $13K
|
1.1K
$15.2K
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
200New |
$3.64K - $4.33K
|
200
$2.76K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
290New |
$5.28K - $6.28K
|
290
$4K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.45K- 41.18% |
$44.6K - $53.1K
|
3.5K
$48.3K
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-4K- 28.47% |
$72.8K - $86.6K
|
10.1K
$139K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$1.82K - $2.17K
|
100
$1.38K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
48New |
$874 - $1.04K
|
48
$662
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.16K- 2.79% |
$21.1K - $25.1K
|
40.3K
$556K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 1.5% |
$124 - $148
|
473
$6.52K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-175- 1.41% |
$3.09K - $3.69K
|
12.2K
$169K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
770New |
$13.6K - $16.2K
|
770
$10.6K
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
256KNew |
$4.52M - $5.4M
|
256K
$3.53M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
246+ 15.5% |
$4.34K - $5.19K
|
1.83K
$25.3K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
65.2KNew |
$1.15M - $1.38M
|
65.2K
$899K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
165New |
$2.91K - $3.48K
|
165
$2.28K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-23.4K- 53.16% |
$445K - $587K
|
20.7K
$285K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
2.16K+ 17.04% |
$41K - $54K
|
14.8K
$204K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
290New |
$5.51K - $7.26K
|
290
$4K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.68K- 7.28% |
$50.9K - $67.1K
|
34.1K
$471K
|