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 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
450+ 6.26% |
$26.8K - $29.7K
|
7.64K
$533K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-480- 7.18% |
$28.6K - $31.7K
|
6.2K
$433K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
845+ 4.46% |
$50.4K - $55.9K
|
19.8K
$1.38M
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-260- 3.58% |
$15.5K - $17.2K
|
6.99K
$488K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
167+ 2.39% |
$9.96K - $11K
|
7.14K
$499K
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.51KNew |
$328K - $364K
|
5.51K
$385K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
465New |
$27.7K - $30.7K
|
465
$32.5K
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
6+ 2.13% |
$358 - $397
|
288
$20.1K
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-360- 3.19% |
$21.5K - $23.8K
|
10.9K
$763K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-155- 8.49% |
$9.24K - $10.2K
|
1.67K
$117K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.9K+ 8.55% |
$1.05M - $1.14M
|
214K
$15M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100New |
$6.24K - $6.73K
|
100
$6.98K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425+ 109.54% |
$26.5K - $28.6K
|
813
$56.8K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.59KNew |
$224K - $241K
|
3.59K
$251K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5KNew |
$312K - $336K
|
5K
$349K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.11KNew |
$256K - $277K
|
4.11K
$287K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.07KNew |
$316K - $341K
|
5.07K
$354K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.03K- 22.35% |
$126K - $136K
|
7.04K
$491K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-41- 0.41% |
$2.56K - $2.76K
|
10K
$700K
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-500- 3.33% |
$31.2K - $33.6K
|
14.5K
$1.01M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.39KNew |
$86.4K - $93.2K
|
1.39K
$96.7K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
490New |
$30.6K - $33K
|
490
$34.2K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 1.82% |
$18.7K - $20.2K
|
16.8K
$1.17M
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
190New |
$11.9K - $12.8K
|
190
$13.3K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.44K- 61.92% |
$340K - $366K
|
3.35K
$234K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
637+ 4.23% |
$39.7K - $42.9K
|
15.7K
$1.1M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25New |
$1.56K - $1.68K
|
25
$1.75K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-81- 2.28% |
$5.05K - $5.45K
|
3.47K
$242K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.85K+ 8.13% |
$115K - $125K
|
24.6K
$1.72M
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-99- 2.75% |
$6.18K - $6.66K
|
3.5K
$244K
|
|
Q4 2023 | |||||||
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-602- 92.76% |
$31.6K - $40.2K
|
47
$3.28K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.58K- 45.91% |
$82.9K - $105K
|
1.86K
$130K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-128- 18.52% |
$6.72K - $8.54K
|
563
$39.3K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.55KNew |
$81.4K - $103K
|
1.55K
$108K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.48K- 14.43% |
$77.5K - $98.4K
|
8.75K
$611K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.34KNew |
$281K - $356K
|
5.34K
$373K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.81K- 14.74% |
$95.1K - $121K
|
10.5K
$731K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.85K- 33.47% |
$97.1K - $123K
|
3.68K
$257K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.16KNew |
$166K - $211K
|
3.16K
$220K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
167New |
$8.77K - $11.1K
|
167
$11.7K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
600New |
$31.5K - $40K
|
600
$41.9K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100- 1.21% |
$5.25K - $6.67K
|
8.14K
$568K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-691- 92.63% |
$39.4K - $44.3K
|
55
$3.84K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
300New |
$17.1K - $19.2K
|
300
$20.9K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-392- 2.53% |
$22.4K - $25.1K
|
15.1K
$1.06M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5.7K - $6.41K
|
100
$6.98K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-398- 99.5% |
$22.7K - $25.5K
|
2
$140
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
160New |
$9.13K - $10.3K
|
160
$11.2K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
26New |
$1.48K - $1.67K
|
26
$1.82K
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.07K- 27.48% |
$124K - $134K
|
5.45K
$381K
|