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 |
---|---|---|---|---|---|---|---|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
638New |
N/A
|
638
$41.2K
|
|
Q4 2021 | |||||||
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
54.5K+ 100.0% |
N/A
|
109K
$7.04M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
72New |
N/A
|
72
$4.65K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-903Closed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-71Closed |
N/A
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
315+ 1.19% |
N/A
|
26.8K
$1.73M
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-235Closed |
N/A
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
N/A
|
1
$64.6
|
|
Q3 2021 | |||||||
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
3.76KNew |
N/A
|
3.76K
$243K
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-500- 9.09% |
N/A
|
5K
$323K
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-25.5K- 98.65% |
N/A
|
350
$22.6K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.5KNew |
N/A
|
5.5K
$355K
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
213New |
N/A
|
213
$13.8K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-151Closed |
N/A
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
17New |
N/A
|
17
$1.1K
|
|
Jul 12, 2021
Q2 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-5.48KClosed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
1KNew |
N/A
|
1K
$64.6K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
N/A
|
100
$6.46K
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-135Closed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.7KClosed |
N/A
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
200New |
N/A
|
200
$12.9K
|
|
Jan 21, 2021
Q4 2020
|
Wbh Advisory Inc
|
SELL
|
- |
-100- 2.77% |
N/A
|
3.51K
$227K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
BUY
|
- |
611New |
N/A
|
611
$39.5K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
186+ 93.0% |
N/A
|
386
$24.9K
|
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
316New |
N/A
|
316
$20.4K
|
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.2KClosed |
N/A
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-27KClosed |
N/A
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
775New |
N/A
|
775
$50.1K
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-665Closed |
N/A
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Tsfg, LLC
|
BUY
|
- |
200New |
N/A
|
200
$12.9K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
150New |
N/A
|
150
$9.69K
|
|
Jan 27, 2020
Q4 2019
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-16.8KClosed |
N/A
|
0
$0
|
|
Q3 2019 | |||||||
Sep 07, 2021
Q3 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.92KClosed |
N/A
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Arrow Financial Corp
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
Q2 2019 | |||||||
Aug 27, 2019
Q2 2019
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.2KClosed |
N/A
|
0
$0
|
|
Aug 16, 2019
Q2 2019
|
Advisory Alpha, LLC
|
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-450Closed |
N/A
|
0
$0
|
|
Jul 09, 2019
Q2 2019
|
Calton & Associates, Inc.
|
SELL
|
- |
-12.6KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
7.2KNew |
N/A
|
7.2K
$465K
|