Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PBJ)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PBJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
7.7KNew |
$346K - $366K
|
7.7K
$372K
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
844+ 1.57% |
$37.9K - $40.2K
|
54.5K
$2.63M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
680New |
$30.6K - $32.4K
|
680
$32.8K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
223+ 0.83% |
$10K - $10.6K
|
27.1K
$1.31M
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
110+ 1.97% |
$4.94K - $5.23K
|
5.69K
$274K
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
70+ 1.41% |
$3.15K - $3.33K
|
5.04K
$243K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
52New |
$2.34K - $2.47K
|
52
$2.51K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
35New |
$1.57K - $1.67K
|
35
$1.69K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
211KNew |
$9.33M - $9.85M
|
211K
$10.2M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
65.3K+ 2135.61% |
$2.89M - $3.05M
|
68.4K
$3.3M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.06KNew |
$312K - $330K
|
7.06K
$341K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.99K+ 906.85% |
$87.9K - $92.8K
|
2.21K
$106K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
378New |
$16.7K - $17.7K
|
378
$18.2K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
225New |
$9.95K - $10.5K
|
225
$10.9K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
200New |
$8.85K - $9.34K
|
200
$9.65K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
106+ 5.23% |
$4.69K - $4.95K
|
2.13K
$103K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
7+ 5.83% |
$310 - $327
|
127
$6.13K
|
|
Q4 2022 | |||||||
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
59.3KNew |
$2.49M - $2.87M
|
59.3K
$2.86M
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
40KNew |
$1.68M - $1.94M
|
40K
$1.93M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
15.4KNew |
$649K - $746K
|
15.4K
$744K
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
11.1KNew |
$469K - $539K
|
11.1K
$537K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.7KNew |
$449K - $516K
|
10.7K
$514K
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
5.87KNew |
$247K - $284K
|
5.87K
$283K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.42KNew |
$228K - $263K
|
5.42K
$262K
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.64KNew |
$195K - $225K
|
4.64K
$224K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.13KNew |
$174K - $200K
|
4.13K
$199K
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.15KNew |
$48.4K - $55.7K
|
1.15K
$55.5K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
908+ 10.01% |
$38.2K - $44K
|
9.98K
$481K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$678K - $792K
|
16.1K
$777K
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.5KNew |
$316K - $369K
|
7.5K
$362K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.2KNew |
$92.6K - $108K
|
2.2K
$106K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
750New |
$31.6K - $36.9K
|
750
$36.2K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
400New |
$16.8K - $19.7K
|
400
$19.3K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
331New |
$13.9K - $16.3K
|
331
$16K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
105New |
$4.42K - $5.16K
|
105
$5.07K
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$4.21K - $4.92K
|
100
$4.83K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
10+ 50.0% |
$421 - $492
|
30
$1.45K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
15.5KNew |
$672K - $716K
|
15.5K
$748K
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.91KNew |
$169K - $180K
|
3.91K
$189K
|
|
Q2 2021 | |||||||
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.23KNew |
$49.5K - $54.3K
|
1.23K
$59.4K
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25+ 16.67% |
$1K - $1.1K
|
175
$8.44K
|
|
Q4 2020 | |||||||
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
300New |
$9.67K - $10.8K
|
300
$14.5K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Gen Trust, LLC
|
BUY
|
- |
10KNew |
$272K - $321K
|
10K
$483K
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
169KNew |
$5.46M - $5.77M
|
169K
$8.14M
|
|
Q2 2018 | |||||||
Jul 19, 2018
Q2 2018
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1KNew |
$31.5K - $33.8K
|
1K
$48.3K
|
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
970New |
$30.5K - $32.8K
|
970
$46.8K
|
|
Nov 09, 2023
Q2 2018
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
42New |
$1.32K - $1.42K
|
42
$2.03K
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$31.5 - $33.8
|
1
$48.3
|