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 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
24New |
$322 - $485
|
24
$732
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-36- 24.0% |
$483 - $728
|
114
$3.48K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.4KNew |
$59K - $89K
|
4.4K
$134K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.02K- 73.17% |
$27.1K - $40.8K
|
740
$22.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-480- 61.54% |
$7.56K - $10.8K
|
300
$9.16K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.4KNew |
$400K - $571K
|
25.4K
$775K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
140New |
$2.2K - $3.15K
|
140
$4.27K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-6K- 32.43% |
$94.4K - $135K
|
12.5K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-268- 50.0% |
$4.22K - $6.02K
|
268
$8.18K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
134New |
$2.11K - $3.01K
|
134
$4.09K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
78New |
$1.23K - $1.75K
|
78
$2.38K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
90+ 0.85% |
$1.42K - $2.02K
|
10.6K
$325K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-8.93K- 7.1% |
$141K - $201K
|
117K
$3.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
117New |
$1.84K - $2.63K
|
117
$3.57K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
366New |
$5.76K - $8.23K
|
366
$11.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
11New |
$173 - $247
|
11
$336
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58+ 725.0% |
$913 - $1.3K
|
66
$2.01K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30New |
$472 - $674
|
30
$916
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
29New |
$551 - $628
|
29
$885
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$356K - $405K
|
18.7K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.5KNew |
$28.5K - $32.5K
|
1.5K
$45.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-160- 53.33% |
$3.04K - $3.46K
|
140
$4.27K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.32K- 8.14% |
$120K - $137K
|
71.3K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
199New |
$3.78K - $4.31K
|
199
$6.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$226K - $257K
|
11.9K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75+ 0.41% |
$1.43K - $1.62K
|
18.2K
$555K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
357New |
$6.79K - $7.73K
|
357
$10.9K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
351New |
$6.67K - $7.6K
|
351
$10.7K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.34K- 47.76% |
$25.5K - $29.1K
|
1.47K
$44.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-970- 49.14% |
$18.4K - $21K
|
1K
$30.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-2.54K- 53.08% |
$48.3K - $55K
|
2.25K
$68.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.54K- 12.06% |
$29.2K - $33.2K
|
11.2K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-161- 55.14% |
$3.06K - $3.48K
|
131
$4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
256New |
$4.87K - $5.54K
|
256
$7.81K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
167New |
$3.17K - $3.61K
|
167
$5.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-800- 80.0% |
$15.2K - $17.3K
|
200
$6.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
125New |
$2.38K - $2.71K
|
125
$3.82K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.25K- 22.64% |
$61.8K - $70.4K
|
11.1K
$339K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-545- 62.21% |
$10.4K - $11.8K
|
331
$10.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$57 - $64.9
|
3
$91.6
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
295New |
$5.61K - $6.38K
|
295
$9K
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-37- 4.17% |
$657 - $888
|
850
$25.9K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
36.9KNew |
$656K - $886K
|
36.9K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
50+ 20.0% |
$889 - $1.2K
|
300
$9.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15- 10.64% |
$267 - $360
|
126
$3.85K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.9KNew |
$319K - $430K
|
17.9K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
134New |
$2.38K - $3.21K
|
134
$4.09K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
125New |
$2.22K - $3K
|
125
$3.82K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.04% |
$17.8 - $24
|
2.45K
$74.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.7KNew |
$226K - $305K
|
12.7K
$388K
|
|