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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-320Closed |
$7.32K - $14.3K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-40Closed |
$915 - $1.79K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
160New |
$4.51K - $5.48K
|
160
$3.23K
|
|
|
Feb 07, 2020
Q4 2019
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-5K- 35.71% |
$141K - $171K
|
9K
$182K
|
|
|
Feb 03, 2020
Q4 2019
|
Calton & Associates, Inc.
|
SELL
|
- |
-11.6KClosed |
$326K - $396K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-102Closed |
$2.88K - $3.49K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-301Closed |
$8.49K - $10.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-8KClosed |
$229K - $252K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11New |
$315 - $346
|
11
$222
|
|
|
Oct 23, 2019
Q3 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-82Closed |
$2.35K - $2.58K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-340Closed |
$9.75K - $10.7K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-208Closed |
$5.97K - $6.54K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 26, 2019
Q2 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-23.1KClosed |
$622K - $688K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-20Closed |
$537 - $594
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-20Closed |
$537 - $594
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-155Closed |
$4.16K - $4.61K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-46Closed |
$970 - $1.31K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-405Closed |
$8.54K - $11.5K
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-334Closed |
$7.04K - $9.49K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-250Closed |
$5.03K - $6.28K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-168Closed |
$3.38K - $4.22K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Gen Trust, LLC
|
SELL
|
- |
-13.5KClosed |
$272K - $339K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-700Closed |
$14.1K - $17.6K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-20Closed |
$402 - $502
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-100Closed |
$2.01K - $2.51K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-622Closed |
$15.4K - $16.2K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-200Closed |
$4.96K - $5.21K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-66Closed |
$1.64K - $1.72K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-60Closed |
$1.49K - $1.56K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Covington Capital Management
|
BUY
|
- |
17.5KNew |
$426K - $471K
|
17.5K
$353K
|
|