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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
200New |
$8.85K - $9.34K
|
200
$9.38K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
65.3K+ 2135.61% |
$2.89M - $3.05M
|
68.4K
$3.21M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.06KNew |
$312K - $330K
|
7.06K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.55K- 55.56% |
$378K - $399K
|
6.84K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
106+ 5.23% |
$4.69K - $4.95K
|
2.13K
$100K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
211KNew |
$9.33M - $9.85M
|
211K
$9.89M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-12.7K- 24.84% |
$562K - $594K
|
38.5K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.99K+ 906.85% |
$87.9K - $92.8K
|
2.21K
$103K
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-189K- 86.61% |
$8.38M - $8.85M
|
29.3K
$1.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
225New |
$9.95K - $10.5K
|
225
$10.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
7+ 5.83% |
$310 - $327
|
127
$5.96K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.6K- 76.39% |
$1.67M - $1.76M
|
11.6K
$546K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-66.4K- 99.47% |
$2.94M - $3.1M
|
351
$16.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
378New |
$16.7K - $17.7K
|
378
$17.7K
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
59.3KNew |
$2.49M - $2.87M
|
59.3K
$2.78M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
11.1KNew |
$469K - $539K
|
11.1K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-10K- 72.73% |
$421K - $484K
|
3.75K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.7KNew |
$449K - $516K
|
10.7K
$500K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.15KNew |
$48.4K - $55.7K
|
1.15K
$54K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
40KNew |
$1.68M - $1.94M
|
40K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.13KNew |
$174K - $200K
|
4.13K
$194K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.42KNew |
$228K - $263K
|
5.42K
$254K
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
5.87KNew |
$247K - $284K
|
5.87K
$275K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
908+ 10.01% |
$38.2K - $44K
|
9.98K
$468K
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.64KNew |
$195K - $225K
|
4.64K
$218K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
15.4KNew |
$649K - $746K
|
15.4K
$723K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.77KClosed |
$368K - $417K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.54K- 33.87% |
$107K - $121K
|
4.96K
$233K
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.5KNew |
$316K - $369K
|
7.5K
$352K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$678K - $792K
|
16.1K
$756K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-800- 48.93% |
$33.7K - $39.3K
|
835
$39.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.2KNew |
$92.6K - $108K
|
2.2K
$103K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
400New |
$16.8K - $19.7K
|
400
$18.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
331New |
$13.9K - $16.3K
|
331
$15.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
10+ 50.0% |
$421 - $492
|
30
$1.41K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$4.21K - $4.92K
|
100
$4.69K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-800Closed |
$33.7K - $39.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
750New |
$31.6K - $36.9K
|
750
$35.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
105New |
$4.42K - $5.16K
|
105
$4.93K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.91KNew |
$169K - $180K
|
3.91K
$183K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-49.3KClosed |
$2.13M - $2.28M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1- 0.2% |
$43.3 - $46.2
|
511
$24K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.14KClosed |
$223K - $237K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
15.5KNew |
$672K - $716K
|
15.5K
$727K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.24KClosed |
$51.1K - $55.7K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.4KClosed |
$429K - $468K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-7.61KClosed |
$307K - $327K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-5.01KClosed |
$202K - $215K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25+ 16.67% |
$1K - $1.1K
|
175
$8.21K
|
|