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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19K+ 76.08% |
$361K - $411K
|
43.9K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.26K- 25.72% |
$81K - $92.2K
|
12.3K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.12K- 12.34% |
$21.3K - $24.2K
|
7.96K
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-76- 3.54% |
$1.44K - $1.64K
|
2.07K
$32.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
772+ 136.16% |
$14.7K - $16.7K
|
1.34K
$20.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.58K- 24.35% |
$29.9K - $34.1K
|
4.89K
$76.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
86.5K+ 22.62% |
$1.64M - $1.87M
|
469K
$7.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
219KNew |
$4.16M - $4.74M
|
219K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
699New |
$13.3K - $15.1K
|
699
$10.9K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-37- 7.41% |
$703 - $801
|
462
$7.19K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.33% |
$19 - $21.6
|
44
$685
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.5K- 39.99% |
$466K - $531K
|
36.8K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-100- 3.24% |
$1.9K - $2.16K
|
2.98K
$46.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.5K+ 25.48% |
$732K - $833K
|
190K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
357New |
$6.79K - $7.73K
|
357
$5.55K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
351New |
$6.67K - $7.6K
|
351
$5.46K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.7K- 21.52% |
$204K - $233K
|
39.2K
$610K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
284New |
$5.4K - $6.15K
|
284
$4.42K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.34K- 47.76% |
$25.5K - $29.1K
|
1.47K
$22.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.15K- 6.83% |
$59.9K - $68.1K
|
43K
$668K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-970- 49.14% |
$18.4K - $21K
|
1K
$15.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-686- 26.23% |
$13K - $14.8K
|
1.93K
$30K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
10.6KNew |
$201K - $228K
|
10.6K
$164K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
135KNew |
$2.57M - $2.93M
|
135K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43+ 1.25% |
$817 - $931
|
3.49K
$54.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-2.54K- 53.08% |
$48.3K - $55K
|
2.25K
$34.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.54K- 12.06% |
$29.2K - $33.2K
|
11.2K
$174K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-348- 1.61% |
$6.62K - $7.53K
|
21.2K
$331K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-161- 55.14% |
$3.06K - $3.48K
|
131
$2.04K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
256New |
$4.87K - $5.54K
|
256
$3.98K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-71- 0.67% |
$1.35K - $1.54K
|
10.5K
$164K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.99% |
$228 - $260
|
1.22K
$19K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
18.8KNew |
$357K - $406K
|
18.8K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-139- 27.47% |
$2.64K - $3.01K
|
367
$5.71K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-628- 44.6% |
$11.9K - $13.6K
|
780
$12.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
167New |
$3.17K - $3.61K
|
167
$2.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-800- 80.0% |
$15.2K - $17.3K
|
200
$3.11K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
125New |
$2.38K - $2.71K
|
125
$1.95K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.25K- 22.64% |
$61.8K - $70.4K
|
11.1K
$173K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-545- 62.21% |
$10.4K - $11.8K
|
331
$5.15K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$57 - $64.9
|
3
$46.7
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
295New |
$5.61K - $6.38K
|
295
$4.59K
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-37- 4.17% |
$657 - $888
|
850
$13.2K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
36.9KNew |
$656K - $886K
|
36.9K
$575K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
288New |
$5.12K - $6.91K
|
288
$4.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
500+ 3.69% |
$8.89K - $12K
|
14K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15- 10.64% |
$267 - $360
|
126
$1.96K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
50+ 20.0% |
$889 - $1.2K
|
300
$4.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.04% |
$17.8 - $24
|
2.45K
$38.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
125New |
$2.22K - $3K
|
125
$1.95K
|
|