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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
400+ 6.59% |
$7.11K - $9.6K
|
6.47K
$131K
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
118KNew |
$2.09M - $2.82M
|
118K
$2.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-31.6K- 32.47% |
$562K - $759K
|
65.7K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
542+ 2168.0% |
$9.63K - $13K
|
567
$11.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-72- 2.68% |
$1.28K - $1.73K
|
2.62K
$52.8K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-190- 18.5% |
$3.38K - $4.56K
|
837
$16.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-126- 1.21% |
$2.24K - $3.02K
|
10.3K
$207K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-374- 2.54% |
$6.65K - $8.97K
|
14.4K
$290K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.7K+ 49.67% |
$209K - $282K
|
35.4K
$714K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50+ 20.0% |
$889 - $1.2K
|
300
$6.05K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
151New |
$2.68K - $3.62K
|
151
$3.05K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
359+ 8.11% |
$6.38K - $8.61K
|
4.79K
$96.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
313New |
$5.56K - $7.51K
|
313
$6.32K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
303New |
$5.38K - $7.27K
|
303
$6.11K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
200New |
$3.55K - $4.8K
|
200
$4.04K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-30.4K- 29.65% |
$539K - $728K
|
72K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.29% |
$17.8 - $24
|
350
$7.06K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.29K- 20.11% |
$58.5K - $78.9K
|
13.1K
$264K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-53- 6.53% |
$942 - $1.27K
|
759
$15.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.19K+ 10.72% |
$56.8K - $76.6K
|
33K
$665K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
887+ 6.95% |
$15.8K - $21.3K
|
13.7K
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-489- 12.11% |
$8.69K - $11.7K
|
3.55K
$71.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.01K- 9.66% |
$89K - $120K
|
46.9K
$946K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-304- 0.3% |
$5.4K - $7.29K
|
99.5K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.7K- 23.9% |
$279K - $376K
|
50K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.35% |
$35.5 - $48
|
581
$11.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-242- 0.31% |
$4.3K - $5.81K
|
78K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4+ 0.33% |
$71.1 - $96
|
1.21K
$24.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-223K- 99.98% |
$3.97M - $5.35M
|
49
$989
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
2.52K+ 7.4% |
$44.8K - $60.5K
|
36.6K
$738K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.4% |
$35.5 - $48
|
506
$10.2K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.1K+ 3.63% |
$558K - $671K
|
829K
$16.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.46K+ 10.4% |
$28.1K - $33.8K
|
15.5K
$314K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.57K- 5.23% |
$49.3K - $59.2K
|
46.5K
$938K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-360- 2.46% |
$6.92K - $8.31K
|
14.2K
$287K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
980+ 34.86% |
$18.8K - $22.6K
|
3.79K
$76.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5KNew |
$337K - $404K
|
17.5K
$354K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 26.34% |
$30.8K - $37K
|
4.48K
$90.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
765+ 20.69% |
$14.7K - $17.7K
|
4.46K
$90.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
486+ 2.2% |
$9.34K - $11.2K
|
22.6K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-230K- 38.97% |
$4.42M - $5.31M
|
361K
$7.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
806+ 2.24% |
$15.5K - $18.6K
|
36.9K
$744K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.19K- 3.59% |
$99.6K - $120K
|
139K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.5K+ 310640.0% |
$298K - $358K
|
15.5K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-900- 7.89% |
$17.3K - $20.8K
|
10.5K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.85KNew |
$132K - $158K
|
6.85K
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.39% |
$19.2 - $23.1
|
259
$5.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$262K - $314K
|
13.6K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-82.2K- 63.59% |
$1.58M - $1.9M
|
47.1K
$950K
|
|