Latest Institutional Purchases of Invesco ETF Tr Ii Global Clean (PBD)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Global Clean (PBD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.92% |
$15.2 - $20.1
|
53
$615
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.46K+ 25.67% |
$62.3K - $67.8K
|
17K
$197K
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
2.95K+ 35.78% |
$53.1K - $57.8K
|
11.2K
$130K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
645New |
$11.6K - $12.6K
|
645
$7.49K
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
141New |
$2.54K - $2.76K
|
141
$1.64K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
80New |
$1.44K - $1.57K
|
80
$929
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
78New |
$1.4K - $1.53K
|
78
$906
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
290New |
$5.28K - $6.28K
|
290
$3.37K
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
200New |
$3.64K - $4.33K
|
200
$2.32K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$1.82K - $2.17K
|
100
$1.16K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
48New |
$874 - $1.04K
|
48
$557
|
|
Q4 2022 | |||||||
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
256KNew |
$4.52M - $5.4M
|
256K
$2.97M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
65.2KNew |
$1.15M - $1.38M
|
65.2K
$757K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
770New |
$13.6K - $16.2K
|
770
$8.94K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
165New |
$2.91K - $3.48K
|
165
$1.92K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 1.5% |
$124 - $148
|
473
$5.49K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
2.16K+ 17.04% |
$41K - $54K
|
14.8K
$172K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.1KNew |
$20.9K - $27.5K
|
1.1K
$12.8K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
290New |
$5.51K - $7.26K
|
290
$3.37K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33New |
$627 - $826
|
33
$383
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
13.9KNew |
$261K - $356K
|
13.9K
$161K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2KNew |
$192K - $261K
|
10.2K
$118K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3.65KNew |
$68.8K - $93.8K
|
3.65K
$42.4K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
250New |
$4.71K - $6.42K
|
250
$2.9K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20New |
$377 - $513
|
20
$232
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
200New |
$5.18K - $6.47K
|
200
$2.32K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
119New |
$3.08K - $3.85K
|
119
$1.38K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.23% |
$77.8 - $97
|
1.29K
$15K
|
|
Q3 2021 | |||||||
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
20KNew |
$555K - $617K
|
20K
$232K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
179New |
$4.73K - $5.83K
|
179
$2.08K
|
|
Q4 2020 | |||||||
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
524New |
$11.8K - $18.3K
|
524
$6.08K
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
19New |
$426 - $663
|
19
$221
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.9KNew |
$198K - $284K
|
17.9K
$208K
|
|
Q1 2020 | |||||||
May 08, 2020
Q1 2020
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.4KNew |
$145K - $244K
|
14.4K
$167K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$1.19K - $1.43K
|
100
$1.16K
|
|
Q2 2019 | |||||||
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
40New |
$470 - $503
|
40
$464
|
|
Q1 2019 | |||||||
Apr 29, 2019
Q1 2019
|
Whittier Trust CO
|
BUY
|
- |
1.44K+ 248.79% |
$17.1K - $17.9K
|
2.02K
$23.5K
|
|
Q2 2018 | |||||||
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
265+ 12.74% |
N/A
|
2.35K
$27.2K
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$11.6
|