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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
192New |
$8.71K - $12.4K
|
192
$3.87K
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-1.73K- 3.04% |
$78.5K - $112K
|
55.3K
$1.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.26K+ 48.3% |
$103K - $147K
|
6.95K
$140K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.96% |
$45.4 - $64.8
|
52
$1.05K
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.51K- 8.91% |
$68.3K - $97.6K
|
15.4K
$310K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-262- 39.34% |
$11.9K - $17K
|
404
$8.15K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-536- 78.13% |
$24.3K - $34.7K
|
150
$3.03K
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.93K- 48.61% |
$224K - $320K
|
5.22K
$105K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
44.6KNew |
$2.02M - $2.89M
|
44.6K
$900K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.77K- 60.49% |
$398K - $568K
|
5.73K
$116K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.33KNew |
$196K - $281K
|
4.33K
$87.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
300+ 2.43% |
$13.6K - $19.4K
|
12.6K
$255K
|
|
| Q2 2022 | |||||||
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-152Closed |
$6.41K - $10.4K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
135New |
$5.7K - $9.23K
|
135
$2.72K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
303+ 16.67% |
$12.8K - $20.7K
|
2.12K
$42.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-10KClosed |
$422K - $684K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.07KClosed |
$298K - $483K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.39K- 12.44% |
$58.8K - $95.3K
|
9.81K
$198K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.59KClosed |
$194K - $314K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.64KClosed |
$154K - $249K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-9.65KClosed |
$407K - $660K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-485Closed |
$20.5K - $33.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-4.64KClosed |
$196K - $317K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
15New |
$633 - $1.03K
|
15
$303
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-75Closed |
$3.16K - $5.13K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.48KClosed |
$231K - $375K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.35KClosed |
$141K - $229K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.15KClosed |
$133K - $215K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
104New |
$4.39K - $7.11K
|
104
$2.1K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.29% |
$548 - $889
|
4.42K
$89.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
80New |
$3.38K - $5.47K
|
80
$1.61K
|
|
|
Aug 10, 2022
Q2 2022
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-3.6KClosed |
$152K - $246K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-174Closed |
$7.34K - $11.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-47- 61.04% |
$1.98K - $3.21K
|
30
$605
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26New |
$1.1K - $1.78K
|
26
$525
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.79KNew |
$244K - $396K
|
5.79K
$117K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
750New |
$31.6K - $51.3K
|
750
$15.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.51KClosed |
$63.7K - $103K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-55Closed |
$2.32K - $3.76K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4.44KClosed |
$187K - $303K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-429Closed |
$18.1K - $29.3K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.05KClosed |
$171K - $277K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-102Closed |
$4.3K - $6.97K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-43.3KClosed |
$1.83M - $2.96M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
370New |
$15.6K - $25.3K
|
370
$7.47K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-121- 36.56% |
$5.1K - $8.27K
|
210
$4.24K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-8Closed |
$338 - $547
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-3.5KClosed |
$148K - $239K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-400- 6.91% |
$16.9K - $27.4K
|
5.39K
$109K
|
|