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 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
9KNew |
$221K - $277K
|
9K
$185K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25New |
$614 - $770
|
25
$514
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-12.2K- 29.03% |
$300K - $376K
|
29.9K
$614K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
40New |
$983 - $1.23K
|
40
$822
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-945- 10.36% |
$23.2K - $29.1K
|
8.18K
$168K
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
9.74K+ 26.51% |
$239K - $300K
|
46.5K
$955K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
8.55KNew |
$210K - $263K
|
8.55K
$176K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-880- 72.49% |
$21.6K - $27.1K
|
334
$6.86K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
347+ 187.57% |
$8.53K - $10.7K
|
532
$10.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
300+ 37.5% |
$7.37K - $9.24K
|
1.1K
$22.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.17KNew |
$225K - $282K
|
9.17K
$188K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-28- 19.31% |
$688 - $862
|
117
$2.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
171KNew |
$4.19M - $5.26M
|
171K
$3.51M
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
195New |
$6.07K - $8.52K
|
195
$4.01K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.33KNew |
$72.5K - $102K
|
2.33K
$47.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.3K+ 84.56% |
$196K - $275K
|
13.7K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 22.16% |
$52.9K - $74.2K
|
9.37K
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
323New |
$10.1K - $14.1K
|
323
$6.64K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.75K+ 8.28% |
$54.5K - $76.4K
|
22.9K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-262- 3.25% |
$8.16K - $11.4K
|
7.8K
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 42.31% |
$1.37K - $1.92K
|
60
$1.23K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.83K+ 36.54% |
$306K - $430K
|
36.7K
$755K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.74% |
$93.4 - $131
|
410
$8.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
19.1KNew |
$594K - $833K
|
19.1K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-144- 8.46% |
$4.49K - $6.29K
|
1.56K
$32K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
74New |
$2.31K - $3.23K
|
74
$1.52K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30- 27.78% |
$935 - $1.31K
|
78
$1.6K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-618- 6.03% |
$19.3K - $27K
|
9.63K
$198K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-48- 50.0% |
$1.5K - $2.1K
|
48
$986
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-11.2K- 10.05% |
$350K - $490K
|
100K
$2.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.2KNew |
$318K - $446K
|
10.2K
$210K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-645- 8.03% |
$20.1K - $28.2K
|
7.38K
$152K
|
|
|
Nov 07, 2023
Q3 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-989- 12.81% |
$30.8K - $43.2K
|
6.73K
$138K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.32K- 13.67% |
$41.2K - $57.8K
|
8.36K
$172K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.73K- 36.67% |
$116K - $163K
|
6.45K
$132K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-638- 8.46% |
$19.9K - $27.9K
|
6.9K
$142K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-190- 2.63% |
$5.92K - $8.3K
|
7.04K
$145K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-20- 24.1% |
$623 - $874
|
63
$1.29K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-169- 14.46% |
$5.26K - $7.39K
|
1K
$20.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
218New |
$6.79K - $9.53K
|
218
$4.48K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 7.14% |
$31.2 - $43.7
|
13
$267
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
71New |
$2.21K - $3.1K
|
71
$1.46K
|
|
| Q2 2023 | |||||||
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-5.71KClosed |
$194K - $233K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-360- 28.57% |
$12.3K - $14.7K
|
900
$18.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
220New |
$7.49K - $8.99K
|
220
$4.52K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
385+ 116.67% |
$13.1K - $15.7K
|
715
$14.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-219- 2.62% |
$7.45K - $8.95K
|
8.13K
$167K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27New |
$919 - $1.1K
|
27
$555
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-100- 57.14% |
$3.4K - $4.09K
|
75
$1.54K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-400- 1.64% |
$13.6K - $16.3K
|
24K
$493K
|
|