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 07, 2021
Q1 2021
|
Connable Office Inc
|
SELL
|
- |
-2.93KClosed |
$261K - $398K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.85KClosed |
$432K - $659K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-78KClosed |
$6.94M - $10.6M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-10KClosed |
$891K - $1.36M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
360 Financial, Inc.
|
SELL
|
- |
-2.15KClosed |
$192K - $293K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
7New |
$623 - $952
|
7
$109
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
CALL |
-100Closed |
$8.91K - $13.6K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
BUY
|
- |
425New |
$37.9K - $57.8K
|
425
$6.61K
|
|
| Q4 2020 | |||||||
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$25K - $43.5K
|
400
$6.22K
|
|
|
Feb 19, 2021
Q4 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
220New |
$13.7K - $23.9K
|
220
$3.42K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-970Closed |
$60.6K - $105K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1K- 91.32% |
$62.5K - $109K
|
95
$1.48K
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
BUY
|
- |
46New |
$2.87K - $5K
|
46
$716
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-243Closed |
$9.95K - $14.8K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5KNew |
$205K - $304K
|
5K
$77.8K
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
BUY
|
- |
210New |
$8.6K - $12.8K
|
210
$3.27K
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-15.4KClosed |
$631K - $936K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3K- 54.74% |
$73.8K - $122K
|
2.48K
$38.6K
|
|
|
Aug 11, 2020
Q2 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-105Closed |
$2.59K - $4.27K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-367Closed |
$9.04K - $14.9K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-200Closed |
$4.92K - $8.13K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-40KClosed |
$915K - $1.79M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
300New |
$6.86K - $13.4K
|
300
$4.67K
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-5.92KClosed |
$135K - $265K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-36.5KClosed |
$834K - $1.63M
|
0
$0
|
|
|
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
$2.49K
|
|
|
Feb 07, 2020
Q4 2019
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-5K- 35.71% |
$141K - $171K
|
9K
$140K
|
|
|
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
$171
|
|
|
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
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-20Closed |
$537 - $594
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
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
|
|