Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PBW)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PBW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.3K+ 84.56% |
$196K - $275K
|
13.7K
$279K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.33KNew |
$72.5K - $102K
|
2.33K
$47.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.75K+ 8.28% |
$54.5K - $76.4K
|
22.9K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 22.16% |
$52.9K - $74.2K
|
9.37K
$190K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
323New |
$10.1K - $14.1K
|
323
$6.57K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
218New |
$6.79K - $9.53K
|
218
$4.43K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
195New |
$6.07K - $8.52K
|
195
$3.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
74New |
$2.31K - $3.23K
|
74
$1.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
71New |
$2.21K - $3.1K
|
71
$1.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.74% |
$93.4 - $131
|
410
$8.34K
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
16.2K+ 331.99% |
$552K - $663K
|
21.1K
$429K
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
11.8K+ 45.46% |
$401K - $482K
|
37.7K
$767K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
385+ 116.67% |
$13.1K - $15.7K
|
715
$14.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
220New |
$7.49K - $8.99K
|
220
$4.47K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
200New |
$6.81K - $8.17K
|
200
$4.07K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
74+ 1.01% |
$2.52K - $3.02K
|
7.37K
$150K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27New |
$919 - $1.1K
|
27
$549
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
27New |
$919 - $1.1K
|
27
$549
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.8KNew |
$1.01M - $1.34M
|
27.8K
$565K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
9.13KNew |
$331K - $440K
|
9.13K
$186K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.6KNew |
$203K - $270K
|
5.6K
$114K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.17K+ 1298.89% |
$42.4K - $56.4K
|
1.26K
$25.6K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
872+ 872.0% |
$31.7K - $42K
|
972
$19.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
180New |
$6.53K - $8.68K
|
180
$3.66K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
124New |
$4.5K - $5.98K
|
124
$2.52K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
74New |
$2.69K - $3.57K
|
74
$1.5K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
70New |
$2.54K - $3.37K
|
70
$1.42K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
46New |
$1.67K - $2.22K
|
46
$935
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
36New |
$1.31K - $1.74K
|
36
$732
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.39KNew |
$232K - $334K
|
6.39K
$130K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
404New |
$14.7K - $21.1K
|
404
$8.21K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
374New |
$13.6K - $19.6K
|
374
$7.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
283New |
$10.3K - $14.8K
|
283
$5.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
212New |
$7.7K - $11.1K
|
212
$4.31K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
155New |
$5.63K - $8.11K
|
155
$3.15K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150New |
$5.45K - $7.85K
|
150
$3.05K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
132New |
$4.79K - $6.9K
|
132
$2.68K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
120New |
$4.36K - $6.28K
|
120
$2.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
94New |
$3.41K - $4.92K
|
94
$1.91K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
46New |
$1.67K - $2.41K
|
46
$935
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
35New |
$1.27K - $1.83K
|
35
$712
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31New |
$1.13K - $1.62K
|
31
$630
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30New |
$1.09K - $1.57K
|
30
$610
|
|
|
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
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 1.55% |
$72.6 - $105
|
131
$2.66K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
44.6KNew |
$2.02M - $2.89M
|
44.6K
$907K
|
|
|
Nov 08, 2022
Q3 2022
|
Appleton Group, LLC
|
BUY
|
- |
5.05KNew |
$229K - $327K
|
5.05K
$103K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.33KNew |
$196K - $281K
|
4.33K
$88K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.26K+ 48.3% |
$103K - $147K
|
6.95K
$141K
|
|