Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PBW)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PBW) 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 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.8K+ 2.02% |
$199K - $299K
|
748K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.16K- 21.96% |
$69.2K - $104K
|
18.3K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
35.3K+ 102.67% |
$473K - $713K
|
69.6K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.08K- 20.71% |
$108K - $163K
|
30.9K
$722K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 28.2% |
$217K - $327K
|
73.5K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
17.7KNew |
$238K - $358K
|
17.7K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.2K+ 10.17% |
$324K - $489K
|
262K
$6.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.2K- 6.36% |
$365K - $549K
|
400K
$9.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.17% |
$13.4 - $20.2
|
590
$13.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-360- 4.75% |
$4.83K - $7.28K
|
7.22K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.5K+ 95.27% |
$302K - $455K
|
46.2K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-140- 10.41% |
$1.88K - $2.83K
|
1.21K
$28.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.4K- 14.94% |
$274K - $413K
|
116K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
43.1KNew |
$579K - $872K
|
43.1K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-332- 9.3% |
$4.46K - $6.71K
|
3.24K
$75.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.09KNew |
$28K - $42.2K
|
2.09K
$48.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.71K+ 4.46% |
$22.9K - $34.6K
|
40K
$936K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.16K+ 63.87% |
$15.6K - $23.5K
|
2.98K
$69.7K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
477+ 22.55% |
$6.4K - $9.64K
|
2.59K
$60.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
260New |
$3.49K - $5.26K
|
260
$6.08K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.9K+ 5.83% |
$38.9K - $58.6K
|
52.6K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-685- 5.42% |
$9.19K - $13.9K
|
11.9K
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.14K- 23.38% |
$42.2K - $63.5K
|
10.3K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
5.77K+ 24.71% |
$77.4K - $117K
|
29.1K
$680K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-3.5K- 5.55% |
$46.9K - $70.7K
|
59.6K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
45K+ 20.54% |
$604K - $910K
|
264K
$6.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
572New |
$7.68K - $11.6K
|
572
$13.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2+ 0.16% |
$26.8 - $40.4
|
1.22K
$28.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
44.1KNew |
$592K - $892K
|
44.1K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.14K+ 8.97% |
$15.3K - $23.1K
|
13.9K
$324K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.6K+ 1095.89% |
$21.5K - $32.4K
|
1.75K
$40.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
296+ 104.23% |
$3.97K - $5.99K
|
580
$13.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-583- 98.31% |
$7.82K - $11.8K
|
10
$234
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.8K- 59.9% |
$333K - $501K
|
16.6K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-41- 11.55% |
$550 - $829
|
314
$7.34K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-82- 10.33% |
$1.1K - $1.66K
|
712
$16.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
96New |
$1.29K - $1.94K
|
96
$2.24K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.79K- 13.34% |
$50.9K - $76.7K
|
24.6K
$576K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-507- 3.58% |
$6.8K - $10.3K
|
13.7K
$319K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31- 16.4% |
$416 - $627
|
158
$3.69K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 34.72% |
$1.34K - $2.02K
|
188
$4.39K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.8K- 15.37% |
$172K - $259K
|
70.5K
$1.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 2.85% |
$282 - $425
|
758
$17.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-8- 40.0% |
$107 - $162
|
12
$280
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
24New |
$322 - $485
|
24
$561
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-36- 24.0% |
$483 - $728
|
114
$2.66K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
180New |
$2.42K - $3.64K
|
180
$4.21K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.4KNew |
$59K - $89K
|
4.4K
$103K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.27% |
$13.4 - $20.2
|
368
$8.6K
|