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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.6K- 7.1% |
$49.4K - $56.2K
|
34K
$698K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$57 - $64.9
|
3
$61.7
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
295New |
$5.61K - $6.38K
|
295
$6.06K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
542+ 2168.0% |
$9.63K - $13K
|
567
$11.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
288New |
$5.12K - $6.91K
|
288
$5.92K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.34% |
$35.5 - $48
|
583
$12K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-59- 22.78% |
$1.05K - $1.42K
|
200
$4.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-58.7K- 70.19% |
$1.04M - $1.41M
|
25K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34- 0.76% |
$604 - $816
|
4.45K
$91.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22- 0.63% |
$391 - $528
|
3.45K
$70.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15- 10.64% |
$267 - $360
|
126
$2.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-90.5K- 37.48% |
$1.61M - $2.17M
|
151K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
162K+ 441.19% |
$2.89M - $3.9M
|
199K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
50+ 20.0% |
$889 - $1.2K
|
300
$6.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-98- 0.27% |
$1.74K - $2.35K
|
36.8K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.7K+ 363.8% |
$1.13M - $1.53M
|
81.3K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
264+ 1.62% |
$4.69K - $6.33K
|
16.6K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-656- 17.3% |
$11.7K - $15.7K
|
3.14K
$64.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.17K- 36.28% |
$91.9K - $124K
|
9.08K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.6K- 24.76% |
$46.2K - $62.4K
|
7.9K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-61.6K- 44.24% |
$1.09M - $1.48M
|
77.6K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.2K- 38.29% |
$324K - $437K
|
29.4K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
500+ 3.69% |
$8.89K - $12K
|
14K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
115K+ 31.91% |
$2.04M - $2.76M
|
476K
$9.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.8K+ 9.02% |
$1.33M - $1.79M
|
904K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-592- 1.27% |
$10.5K - $14.2K
|
45.9K
$943K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
804New |
$14.3K - $19.3K
|
804
$16.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.94K- 29.28% |
$159K - $214K
|
21.6K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.04% |
$17.8 - $24
|
2.45K
$50.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.81K+ 10.47% |
$103K - $139K
|
61.3K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-956- 2.03% |
$17K - $22.9K
|
46.1K
$947K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 1.22% |
$17.8 - $24
|
81
$1.66K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.9KNew |
$319K - $430K
|
17.9K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
134New |
$2.38K - $3.21K
|
134
$2.75K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.26K- 8.1% |
$22.4K - $30.2K
|
14.3K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-547- 20.31% |
$9.72K - $13.1K
|
2.15K
$44.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
125New |
$2.22K - $3K
|
125
$2.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
46+ 0.25% |
$817 - $1.1K
|
18.1K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
352K+ 1145.65% |
$6.25M - $8.44M
|
382K
$7.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.7KNew |
$226K - $305K
|
12.7K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.38K- 30.94% |
$24.5K - $33.1K
|
3.08K
$63.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-1.61K- 26.95% |
$28.6K - $38.6K
|
4.36K
$89.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.7KNew |
$226K - $305K
|
12.7K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.72K+ 12.05% |
$48.4K - $65.3K
|
25.3K
$520K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
400+ 6.59% |
$7.11K - $9.6K
|
6.47K
$133K
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
118KNew |
$2.09M - $2.82M
|
118K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-31.6K- 32.47% |
$562K - $759K
|
65.7K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-72- 2.68% |
$1.28K - $1.73K
|
2.62K
$53.7K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-190- 18.5% |
$3.38K - $4.56K
|
837
$17.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-126- 1.21% |
$2.24K - $3.02K
|
10.3K
$211K
|
|