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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-49Closed |
$2.74K - $3.21K
|
0
$0
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-59- 0.68% |
$3.3K - $3.86K
|
8.56K
$559K
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-250- 1.02% |
$14K - $16.4K
|
24.3K
$1.59M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.49K- 34.4% |
$140K - $163K
|
4.75K
$311K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 55.36% |
$1.74K - $2.03K
|
87
$5.69K
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-100- 2.68% |
$5.6K - $6.54K
|
3.63K
$237K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
153+ 6.56% |
$9.71K - $10.8K
|
2.49K
$162K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.02K- 4.38% |
$192K - $213K
|
66K
$4.31M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.35K+ 38.86% |
$276K - $307K
|
15.6K
$1.02M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27- 4.79% |
$1.71K - $1.9K
|
537
$35.1K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.19K- 1.63% |
$202K - $224K
|
193K
$12.6M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-200- 4.88% |
$12.7K - $14.1K
|
3.9K
$255K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.4KNew |
$1.1M - $1.23M
|
17.4K
$1.14M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 22.34% |
$873K - $970K
|
75.4K
$4.93M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-229- 3.23% |
$14.5K - $16.1K
|
6.86K
$448K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19- 0.19% |
$1.21K - $1.34K
|
10K
$654K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
948+ 33.15% |
$60.1K - $66.8K
|
3.81K
$249K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11K- 68.04% |
$697K - $774K
|
5.16K
$337K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 72.2% |
$63.4K - $70.4K
|
385
$25.2K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20.4K+ 9.12% |
$1.29M - $1.44M
|
244K
$15.9M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.47K- 19.97% |
$283K - $315K
|
17.9K
$1.17M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.69K- 2.28% |
$107K - $119K
|
72.6K
$4.75M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
228New |
$14.5K - $16.1K
|
228
$14.9K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
229+ 39.35% |
$14.5K - $16.1K
|
811
$53K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.78K- 51.82% |
$621K - $689K
|
9.1K
$595K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.45K- 3.23% |
$155K - $172K
|
73.2K
$4.79M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-276- 1.14% |
$17.5K - $19.4K
|
23.9K
$1.56M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.76K- 32.4% |
$239K - $265K
|
7.85K
$513K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.05KNew |
$320K - $356K
|
5.05K
$330K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.12K+ 1096.0% |
$452K - $502K
|
7.77K
$508K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-191- 2.71% |
$12.1K - $13.5K
|
6.86K
$449K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.1K+ 5.91% |
$133K - $148K
|
37.7K
$2.46M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.25K- 70.8% |
$460K - $511K
|
2.99K
$196K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.24K+ 23.99% |
$396K - $439K
|
32.2K
$2.11M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 12.75% |
$3.68K - $4.09K
|
397
$25.9K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.2K- 85.79% |
$203K - $225K
|
530
$34.6K
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-150- 1.12% |
$9.52K - $10.6K
|
13.2K
$863K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.34K- 10.14% |
$593K - $658K
|
82.8K
$5.41M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.99K- 8.62% |
$126K - $140K
|
21.1K
$1.38M
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
726+ 75.78% |
$46.1K - $51.1K
|
1.68K
$110K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.1K- 12.13% |
$69.8K - $77.5K
|
7.97K
$521K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.03% |
$63.4 - $70.4
|
3.43K
$224K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.26K- 6.39% |
$79.8K - $88.6K
|
18.4K
$1.2M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2New |
$127 - $141
|
2
$131
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-960- 15.54% |
$60.9K - $67.6K
|
5.22K
$341K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-894- 16.83% |
$56.7K - $63K
|
4.42K
$289K
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-54- 1.17% |
$3.43K - $3.8K
|
4.54K
$297K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
604+ 12.53% |
$38.3K - $42.5K
|
5.42K
$355K
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-210- 1.14% |
$13.3K - $14.8K
|
18.2K
$1.19M
|