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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-100- 57.14% |
$3.4K - $4.09K
|
75
$1.53K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
200New |
$6.81K - $8.17K
|
200
$4.08K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-93- 3.49% |
$3.16K - $3.8K
|
2.57K
$52.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
74+ 1.01% |
$2.52K - $3.02K
|
7.37K
$150K
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
11.8K+ 45.46% |
$401K - $482K
|
37.7K
$769K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
27New |
$919 - $1.1K
|
27
$550
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
16.2K+ 331.99% |
$552K - $663K
|
21.1K
$430K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.17K+ 1298.89% |
$42.4K - $56.4K
|
1.26K
$25.7K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-236- 76.13% |
$8.57K - $11.4K
|
74
$1.51K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-635Closed |
$23.1K - $30.6K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
36New |
$1.31K - $1.74K
|
36
$734
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-4.87K- 3.58% |
$177K - $235K
|
131K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.6KNew |
$203K - $270K
|
5.6K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
872+ 872.0% |
$31.7K - $42K
|
972
$19.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-248- 13.09% |
$9K - $12K
|
1.65K
$33.6K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-414- 2.83% |
$15K - $20K
|
14.2K
$290K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
70New |
$2.54K - $3.37K
|
70
$1.43K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
124New |
$4.5K - $5.98K
|
124
$2.53K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.8KNew |
$1.01M - $1.34M
|
27.8K
$567K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
180New |
$6.53K - $8.68K
|
180
$3.67K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
9.13KNew |
$331K - $440K
|
9.13K
$186K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
46New |
$1.67K - $2.22K
|
46
$937
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-139- 99.29% |
$5.05K - $6.7K
|
1
$20.4
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
74New |
$2.69K - $3.57K
|
74
$1.51K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-250- 79.37% |
$9.08K - $12.1K
|
65
$1.32K
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 1.55% |
$72.6 - $105
|
131
$2.67K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.39KNew |
$232K - $334K
|
6.39K
$130K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-21- 0.99% |
$763 - $1.1K
|
2.1K
$42.8K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
46New |
$1.67K - $2.41K
|
46
$937
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-3.2K- 61.54% |
$116K - $167K
|
2K
$40.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
212New |
$7.7K - $11.1K
|
212
$4.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
132New |
$4.79K - $6.9K
|
132
$2.69K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
94New |
$3.41K - $4.92K
|
94
$1.92K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31New |
$1.13K - $1.62K
|
31
$632
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
283New |
$10.3K - $14.8K
|
283
$5.77K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150New |
$5.45K - $7.85K
|
150
$3.06K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
35New |
$1.27K - $1.83K
|
35
$713
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1- 2.17% |
$36.3 - $52.3
|
45
$917
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-181- 97.84% |
$6.57K - $9.47K
|
4
$81.5
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-486- 3.0% |
$17.7K - $25.4K
|
15.7K
$320K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-125- 6.4% |
$4.54K - $6.54K
|
1.83K
$37.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9New |
$327 - $471
|
9
$183
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3New |
$109 - $157
|
3
$61.1
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
120New |
$4.36K - $6.28K
|
120
$2.45K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30New |
$1.09K - $1.57K
|
30
$611
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
374New |
$13.6K - $19.6K
|
374
$7.62K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
155New |
$5.63K - $8.11K
|
155
$3.16K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
404New |
$14.7K - $21.1K
|
404
$8.23K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-240Closed |
$10.9K - $15.6K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.19K- 29.33% |
$281K - $401K
|
14.9K
$304K
|
|