Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PBP)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PBP) 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 |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
SELL
|
- |
-111KClosed |
$2.41M - $2.59M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-712Closed |
$15.5K - $16.6K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-189KClosed |
$4.11M - $4.41M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-848Closed |
$18.4K - $19.8K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-40.1KClosed |
$870K - $934K
|
0
$0
|
|
Q4 2021 | |||||||
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-390Closed |
$8.79K - $9.48K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
673New |
$15.2K - $16.4K
|
673
$15.1K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-179Closed |
$4.04K - $4.35K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-400- 30.77% |
$9.02K - $9.72K
|
900
$20.3K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-237KClosed |
$5.34M - $5.76M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-117KClosed |
$2.63M - $2.84M
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-317- 2.15% |
$7.15K - $7.71K
|
14.4K
$324K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
92New |
$2.07K - $2.24K
|
92
$2.07K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-66Closed |
$1.46K - $1.55K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-95Closed |
$2.03K - $2.16K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-18KClosed |
$385K - $409K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-17.2KClosed |
$350K - $373K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1KNew |
$20.4K - $21.7K
|
1K
$22.5K
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-15.3KClosed |
$312K - $332K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.68KClosed |
$34.2K - $36.4K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-10KClosed |
$204K - $217K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-11.2KClosed |
$227K - $242K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-18.3KClosed |
$373K - $397K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-258Closed |
$5.25K - $5.59K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-260Closed |
$5.29K - $5.63K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-989Closed |
$18.4K - $20.3K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-400Closed |
$7.46K - $8.21K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.13KNew |
$21K - $23.1K
|
1.13K
$25.3K
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-468Closed |
$8.72K - $9.61K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-18.8KClosed |
$351K - $387K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.3KClosed |
$229K - $253K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$216K - $238K
|
11.6K
$260K
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
SELL
|
- |
-15.5KClosed |
$289K - $318K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-23Closed |
$429 - $472
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-700Closed |
$13K - $14.4K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-969Closed |
$18.1K - $19.9K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.7KClosed |
$214K - $227K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-28.5KClosed |
$519K - $550K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.04KClosed |
$37.1K - $39.3K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-348KClosed |
$6.33M - $6.71M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-3.79KClosed |
$69K - $73.2K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.18KClosed |
$131K - $139K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-11.5KClosed |
$210K - $223K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Tsfg, LLC
|
SELL
|
- |
-292Closed |
$5.32K - $5.64K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-925- 5.4% |
$15.1K - $16.9K
|
16.2K
$365K
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 37.5% |
$4.9K - $5.49K
|
500
$11.3K
|
|
Aug 14, 2020
Q2 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-23.4KClosed |
$382K - $428K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-10.4KClosed |
$170K - $191K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-136Closed |
$2.22K - $2.49K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Wrapmanager Inc
|
SELL
|
- |
-18.5KClosed |
$302K - $339K
|
0
$0
|