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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.38K+ 37.13% |
$126K - $190K
|
34.6K
$696K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
4.47K+ 13.44% |
$60K - $90.4K
|
37.7K
$758K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
328+ 3.18% |
$4.4K - $6.63K
|
10.6K
$214K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-79- 96.34% |
$1.06K - $1.6K
|
3
$60.3
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.41K+ 28.71% |
$22.1K - $31.6K
|
6.3K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-121- 1.81% |
$1.9K - $2.72K
|
6.57K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-155K- 17.41% |
$2.43M - $3.47M
|
733K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-480- 61.54% |
$7.56K - $10.8K
|
300
$6.03K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.95K+ 14.27% |
$46.5K - $66.4K
|
23.6K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.4KNew |
$400K - $571K
|
25.4K
$510K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37+ 24.5% |
$582 - $832
|
188
$3.78K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-380- 4.78% |
$5.98K - $8.54K
|
7.58K
$152K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
140New |
$2.2K - $3.15K
|
140
$2.81K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-6K- 32.43% |
$94.4K - $135K
|
12.5K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-725- 35.02% |
$11.4K - $16.3K
|
1.35K
$27K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
241K+ 129.59% |
$3.79M - $5.42M
|
427K
$8.58M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$199K - $284K
|
12.6K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 9.02% |
$30.6K - $43.7K
|
23.5K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
586+ 19.65% |
$9.22K - $13.2K
|
3.57K
$71.7K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.6K- 43.72% |
$701K - $1M
|
57.4K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.48K- 44.82% |
$23.3K - $33.2K
|
1.82K
$36.6K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.65K+ 39.09% |
$152K - $217K
|
34.3K
$690K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.33K+ 0.98% |
$20.9K - $29.9K
|
137K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 0.4% |
$220 - $315
|
3.51K
$70.4K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-268- 50.0% |
$4.22K - $6.02K
|
268
$5.38K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
165KNew |
$2.59M - $3.7M
|
165K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.17K+ 5.9% |
$34.2K - $48.8K
|
39K
$783K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.65K+ 357.79% |
$26K - $37.2K
|
2.12K
$42.5K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-349- 26.06% |
$5.49K - $7.85K
|
990
$19.9K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
78New |
$1.23K - $1.75K
|
78
$1.57K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
134New |
$2.11K - $3.01K
|
134
$2.69K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-445K- 95.02% |
$7.01M - $10M
|
23.3K
$469K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.18K+ 5.56% |
$34.3K - $49K
|
41.4K
$831K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-24- 30.77% |
$378 - $540
|
54
$1.08K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.81K- 36.75% |
$123K - $176K
|
13.4K
$270K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48K+ 25.35% |
$756K - $1.08M
|
238K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
90+ 0.85% |
$1.42K - $2.02K
|
10.6K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 20.92% |
$787 - $1.12K
|
189
$3.8K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.71K- 10.31% |
$89.9K - $128K
|
49.7K
$998K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-747- 55.75% |
$11.8K - $16.8K
|
593
$11.9K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-8.93K- 7.1% |
$141K - $201K
|
117K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.62K- 11.31% |
$25.6K - $36.5K
|
12.7K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-38- 4.9% |
$598 - $854
|
737
$14.8K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.21K+ 22.41% |
$81.9K - $117K
|
28.4K
$571K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
282+ 0.45% |
$4.44K - $6.34K
|
63.1K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-28- 16.09% |
$441 - $629
|
146
$2.93K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.06K- 12.71% |
$32.5K - $46.4K
|
14.2K
$285K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-18.5K- 41.81% |
$292K - $417K
|
25.8K
$518K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
117New |
$1.84K - $2.63K
|
117
$2.35K
|
|