Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PBE)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PBE) 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 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.1K- 12.13% |
$69.8K - $77.5K
|
7.97K
$491K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.03% |
$63.4 - $70.4
|
3.43K
$211K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.26K- 6.39% |
$79.8K - $88.6K
|
18.4K
$1.13M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2New |
$127 - $141
|
2
$123
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-960- 15.54% |
$60.9K - $67.6K
|
5.22K
$321K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-894- 16.83% |
$56.7K - $63K
|
4.42K
$272K
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-54- 1.17% |
$3.43K - $3.8K
|
4.54K
$280K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
604+ 12.53% |
$38.3K - $42.5K
|
5.42K
$334K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-250- 3.97% |
$15.9K - $17.6K
|
6.04K
$372K
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-191- 98.45% |
$12.1K - $13.5K
|
3
$185
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.18K+ 78.11% |
$201K - $224K
|
7.24K
$446K
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-210- 1.14% |
$13.3K - $14.8K
|
18.2K
$1.12M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
104+ 20.8% |
$6.6K - $7.33K
|
604
$37.2K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.2K+ 256.77% |
$393K - $437K
|
8.62K
$530K
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-175- 4.01% |
$11.1K - $12.3K
|
4.19K
$258K
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.4KNew |
$216K - $239K
|
3.4K
$209K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 1.82% |
$63.4 - $70.4
|
56
$3.45K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5K- 50.0% |
$330K - $361K
|
5K
$308K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.79K- 4.76% |
$250K - $274K
|
75.7K
$4.66M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-924- 7.62% |
$60.9K - $66.7K
|
11.2K
$689K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.24K- 7.13% |
$81.7K - $89.5K
|
16.1K
$993K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.12K+ 3.16% |
$140K - $153K
|
69K
$4.25M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
125New |
$8.24K - $9.03K
|
125
$7.69K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.53K+ 3.01% |
$430K - $472K
|
224K
$13.8M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
615+ 55.91% |
$40.5K - $44.4K
|
1.72K
$106K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.1K- 33.87% |
$138K - $152K
|
4.1K
$252K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.45K+ 7.77% |
$293K - $321K
|
61.6K
$3.79M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.15K+ 0.59% |
$76K - $83.2K
|
196K
$12.1M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.55KNew |
$564K - $618K
|
8.55K
$526K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.74K- 78.93% |
$180K - $198K
|
730
$44.9K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
600New |
$39.6K - $43.3K
|
600
$36.9K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.13K- 18.65% |
$338K - $370K
|
22.4K
$1.38M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 18.46% |
$153K - $168K
|
10.2K
$631K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-530- 14.64% |
$34.9K - $38.3K
|
3.09K
$190K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-547- 2.31% |
$36.1K - $39.5K
|
23.1K
$1.42M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.46K- 11.15% |
$96.1K - $105K
|
11.6K
$714K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-52- 8.44% |
$3.43K - $3.76K
|
564
$34.7K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-500- 71.43% |
$33K - $36.1K
|
200
$12.3K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.28K- 1.7% |
$84.6K - $92.7K
|
74.3K
$4.57M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
150+ 30.0% |
$9.89K - $10.8K
|
650
$40K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.5K+ 1.66% |
$99.1K - $109K
|
92.1K
$5.67M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20+ 0.7% |
$1.32K - $1.44K
|
2.86K
$176K
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
450+ 2.37% |
$29.7K - $32.5K
|
19.5K
$1.2M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
958New |
$63.2K - $69.2K
|
958
$59K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.7K+ 508.28% |
$1.96M - $2.15M
|
35.6K
$2.19M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.76K+ 16.93% |
$248K - $272K
|
26K
$1.6M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-95- 11.69% |
$6.26K - $6.86K
|
718
$44.2K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-67- 1.25% |
$4.42K - $4.84K
|
5.28K
$325K
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
345+ 4.52% |
$22.7K - $24.9K
|
7.98K
$491K
|