Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PBW)

PBW Quotes by TradingView

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
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
74
New
$2.69K - $3.57K
74 $1.49K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
70
New
$2.54K - $3.37K
70 $1.41K
Apr 26, 2023 Q1 2023
Clean Yield Group

BUY
 -
46
New
$1.67K - $2.22K
46 $924
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
36
New
$1.31K - $1.74K
36 $723
Q4 2022
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.39K
New
$232K - $334K
6.39K $128K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
404
New
$14.7K - $21.1K
404 $8.12K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
374
New
$13.6K - $19.6K
374 $7.51K
Feb 10, 2023 Q4 2022
Dividend Assets Capital, LLC

BUY
 -
283
New
$10.3K - $14.8K
283 $5.69K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
212
New
$7.7K - $11.1K
212 $4.26K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
155
New
$5.63K - $8.11K
155 $3.11K
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
BUY
 -
132
New
$4.79K - $6.9K
132 $2.65K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
120
New
$4.36K - $6.28K
120 $2.41K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
94
New
$3.41K - $4.92K
94 $1.89K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
46
New
$1.67K - $2.41K
46 $924
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
35
New
$1.27K - $1.83K
35 $703
Feb 10, 2023 Q4 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
31
New
$1.13K - $1.62K
31 $623
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
30
New
$1.09K - $1.57K
30 $603
Jan 24, 2023 Q4 2022
Cordant, Inc.

Portland, OR
BUY
 -
9
New
$327 - $471
9 $181
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
3
New
$109 - $157
3 $60.3
Oct 07, 2024 Q4 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
2
+ 1.55%
$72.6 - $105
131 $2.63K
Q3 2022
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 CALL
44.6K
New
$2.02M - $2.89M
44.6K $896K
Nov 08, 2022 Q3 2022
Appleton Group, LLC

BUY
 -
5.05K
New
$229K - $327K
5.05K $101K
Oct 13, 2022 Q3 2022
Gofen & Glossberg LLC

BUY
 -
4.33K
New
$196K - $281K
4.33K $87K
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.26K
+ 48.3%
$103K - $147K
6.95K $140K
Nov 09, 2022 Q3 2022
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
722
+ 31.46%
$32.8K - $46.8K
3.02K $60.6K
Nov 14, 2022 Q3 2022
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
633
New
$28.7K - $41K
633 $12.7K
Oct 12, 2022 Q3 2022
Btr Capital Management Inc

BUY
 -
300
+ 2.43%
$13.6K - $19.4K
12.6K $254K
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
192
New
$8.71K - $12.4K
192 $3.86K
Nov 10, 2022 Q3 2022
Charter Research & Investment Group, Inc.

Southport, CT
BUY
 -
55
+ 0.77%
$2.5K - $3.57K
7.19K $144K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
3
+ 1.92%
$136 - $194
159 $3.19K
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
1
+ 1.96%
$45.4 - $64.8
52 $1.04K
Q2 2022
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
5.79K
New
$244K - $396K
5.79K $116K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
750
New
$31.6K - $51.3K
750 $15.1K
Jul 22, 2022 Q2 2022
Enterprise Trust & Investment CO

BUY
 -
370
New
$15.6K - $25.3K
370 $7.43K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
303
+ 16.67%
$12.8K - $20.7K
2.12K $42.6K
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
135
New
$5.7K - $9.23K
135 $2.71K
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
104
New
$4.39K - $7.11K
104 $2.09K
Aug 11, 2022 Q2 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
80
New
$3.38K - $5.47K
80 $1.61K
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
26
New
$1.1K - $1.78K
26 $522
Jul 18, 2022 Q2 2022
Harbor Investment Advisory, LLC

BUY
 -
16
+ 133.33%
$675 - $1.09K
28 $563
Aug 12, 2022 Q2 2022
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
15
New
$633 - $1.03K
15 $301
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
13
+ 0.29%
$548 - $889
4.42K $88.8K
Q1 2022
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
132K
New
$6.72M - $9.63M
132K $2.65M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 PUT
6.9K
New
$351K - $503K
6.9K $139K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.76K
+ 596.27%
$89.6K - $128K
2.05K $41.3K
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

BUY
 -
700
+ 212.77%
$35.7K - $51.1K
1.03K $20.7K
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 PUT
200
+ 2.41%
$10.2K - $14.6K
8.5K $171K
Mar 14, 2023 Q1 2022
Private Portfolio Partners LLC

BUY
 -
78
+ 2.53%
$3.97K - $5.69K
3.16K $63.4K
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
15
New
$764 - $1.09K
15 $301

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