Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PBJ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PBJ) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100New |
$4.48K - $4.84K
|
100
$4.79K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.5K- 17.32% |
$67K - $72.3K
|
7.14K
$342K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64+ 0.45% |
$2.87K - $3.1K
|
14.4K
$689K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-689- 2.05% |
$30.9K - $33.3K
|
33K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.6K- 28.64% |
$117K - $126K
|
6.48K
$310K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32New |
$1.44K - $1.55K
|
32
$1.53K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.3K- 44.96% |
$193K - $209K
|
5.26K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
508+ 4.22% |
$22.8K - $24.6K
|
12.5K
$600K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.06K- 5.73% |
$47.5K - $51.3K
|
17.4K
$832K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18New |
$809 - $873
|
18
$862
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
20New |
$898 - $970
|
20
$957
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
44New |
$1.98K - $2.13K
|
44
$2.11K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
270New |
$12.1K - $13.1K
|
270
$12.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 40.0% |
$4.49K - $4.85K
|
150
$7.18K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.3KNew |
$58.2K - $62.9K
|
1.3K
$62K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.29% |
$89.8 - $97
|
697
$33.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
600New |
$26.6K - $29.3K
|
600
$28.7K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-368- 50.76% |
$16.3K - $18K
|
357
$17.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
144+ 2.76% |
$6.39K - $7.02K
|
5.36K
$257K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
29New |
$1.29K - $1.41K
|
29
$1.39K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-410- 66.13% |
$18.2K - $20K
|
210
$10.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.4K+ 126.87% |
$418K - $481K
|
18.6K
$891K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.75KNew |
$271K - $312K
|
6.75K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.4K+ 154.17% |
$297K - $342K
|
12.2K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.05K- 52.94% |
$203K - $234K
|
4.49K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
783New |
$31.5K - $36.2K
|
783
$37.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-46.5K- 89.42% |
$1.87M - $2.15M
|
5.5K
$263K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.96% |
$40.2 - $46.3
|
105
$5.03K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-179- 47.23% |
$7.19K - $8.28K
|
200
$9.57K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1- 0.11% |
$40.2 - $46.3
|
903
$43.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$16.1K - $18.5K
|
400
$19.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
142+ 0.51% |
$5.7K - $6.57K
|
28K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
6.05KNew |
$243K - $280K
|
6.05K
$290K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-387- 60.66% |
$15.5K - $17.9K
|
251
$12K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.87KNew |
$78.9K - $86.6K
|
1.87K
$89.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8.99K+ 6200.0% |
$380K - $417K
|
9.14K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.79K- 46.71% |
$202K - $222K
|
5.46K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-96- 3.14% |
$4.06K - $4.45K
|
2.96K
$142K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75+ 84.27% |
$3.17K - $3.48K
|
164
$7.85K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.78K- 44.29% |
$329K - $361K
|
9.79K
$469K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.61K- 37.73% |
$152K - $167K
|
5.95K
$285K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-560- 1.24% |
$23.7K - $26K
|
44.5K
$2.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.3K- 41.53% |
$1.2M - $1.31M
|
39.8K
$1.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.11K+ 16.77% |
$46.7K - $51.3K
|
7.7K
$369K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
333KNew |
$14.1M - $15.4M
|
333K
$15.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
13+ 0.19% |
$549 - $602
|
6.99K
$335K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
844+ 1.57% |
$37.9K - $40.2K
|
54.5K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
63KNew |
$2.83M - $3M
|
63K
$3.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.2K- 46.43% |
$774K - $819K
|
19.9K
$951K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
680New |
$30.6K - $32.4K
|
680
$32.6K
|
|