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 |
---|---|---|---|---|---|---|---|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 1.5% |
$124 - $148
|
473
$5.35K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-175- 1.41% |
$3.09K - $3.69K
|
12.2K
$138K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
770New |
$13.6K - $16.2K
|
770
$8.71K
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
256KNew |
$4.52M - $5.4M
|
256K
$2.9M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
65.2KNew |
$1.15M - $1.38M
|
65.2K
$738K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
165New |
$2.91K - $3.48K
|
165
$1.87K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
2.16K+ 17.04% |
$41K - $54K
|
14.8K
$168K
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-23.4K- 53.16% |
$445K - $587K
|
20.7K
$234K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
290New |
$5.51K - $7.26K
|
290
$3.28K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.68K- 7.28% |
$50.9K - $67.1K
|
34.1K
$386K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33New |
$627 - $826
|
33
$373
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.1KNew |
$20.9K - $27.5K
|
1.1K
$12.4K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20New |
$377 - $513
|
20
$226
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.36KClosed |
$82.1K - $112K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-50Closed |
$942 - $1.28K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.66KClosed |
$31.3K - $42.6K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-1.73KClosed |
$32.7K - $44.5K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-430Closed |
$8.1K - $11K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2KNew |
$192K - $261K
|
10.2K
$115K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-250Closed |
$4.71K - $6.42K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
13.9KNew |
$261K - $356K
|
13.9K
$157K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
250New |
$4.71K - $6.42K
|
250
$2.83K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 2.94% |
$18.8 - $25.7
|
33
$373
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3.65KNew |
$68.8K - $93.8K
|
3.65K
$41.3K
|
|
Q1 2022 | |||||||
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-95Closed |
$1.95K - $2.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.75KClosed |
$56.5K - $75.2K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.64KClosed |
$157K - $209K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-4.8K- 8.28% |
$98.7K - $132K
|
53.2K
$602K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.24KClosed |
$46.1K - $61.4K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-106- 92.98% |
$2.18K - $2.9K
|
8
$90.5
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3Closed |
$61.7 - $82.2
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.49KClosed |
$154K - $205K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-50Closed |
$1.03K - $1.37K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-10.6KClosed |
$218K - $290K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-12.5KClosed |
$256K - $341K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-123Closed |
$2.53K - $3.37K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-720Closed |
$14.8K - $19.7K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-389Closed |
$10.1K - $12.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-71.4KClosed |
$1.85M - $2.31M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.23% |
$77.8 - $97
|
1.29K
$14.6K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-904Closed |
$23.4K - $29.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-56.2KClosed |
$1.46M - $1.82M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
200New |
$5.18K - $6.47K
|
200
$2.26K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-250Closed |
$6.48K - $8.08K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-22.3K- 84.63% |
$578K - $721K
|
4.05K
$45.8K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-428KClosed |
$11.1M - $13.9M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-400Closed |
$10.4K - $12.9K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-63.1KClosed |
$1.63M - $2.04M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.06KClosed |
$27.5K - $34.3K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-146Closed |
$3.78K - $4.72K
|
0
$0
|