Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-290K- 60.89% |
$5.5M - $6.27M
|
186K
$3.65M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-175K- 87.61% |
$3.32M - $3.78M
|
24.7K
$485K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.5K- 39.99% |
$466K - $531K
|
36.8K
$723K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.2K- 54.16% |
$364K - $415K
|
16.2K
$319K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.3K- 1.8% |
$310K - $353K
|
888K
$17.4M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.2K- 41.38% |
$289K - $329K
|
21.5K
$423K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-15.2K- 19.47% |
$289K - $328K
|
62.8K
$1.23M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.7K- 21.52% |
$204K - $233K
|
39.2K
$770K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.4K- 15.75% |
$197K - $224K
|
55.4K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.68K- 29.56% |
$165K - $188K
|
20.7K
$406K
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.32K- 8.14% |
$120K - $137K
|
71.3K
$1.4M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.3K- 96.61% |
$81.7K - $93K
|
151
$2.96K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.26K- 25.72% |
$81K - $92.2K
|
12.3K
$241K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.25K- 22.64% |
$61.8K - $70.4K
|
11.1K
$218K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.15K- 6.83% |
$59.9K - $68.1K
|
43K
$843K
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.6K- 7.1% |
$49.4K - $56.2K
|
34K
$667K
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-2.54K- 53.08% |
$48.3K - $55K
|
2.25K
$44.1K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.58K- 24.35% |
$29.9K - $34.1K
|
4.89K
$96.1K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.54K- 12.06% |
$29.2K - $33.2K
|
11.2K
$220K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.53K- 3.34% |
$29.2K - $33.2K
|
44.3K
$871K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.34K- 47.76% |
$25.5K - $29.1K
|
1.47K
$28.9K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.12K- 12.34% |
$21.3K - $24.2K
|
7.96K
$156K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-970- 49.14% |
$18.4K - $21K
|
1K
$19.7K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-800- 80.0% |
$15.2K - $17.3K
|
200
$3.93K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-686- 26.23% |
$13K - $14.8K
|
1.93K
$37.9K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-678- 5.19% |
$12.9K - $14.7K
|
12.4K
$243K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-628- 44.6% |
$11.9K - $13.6K
|
780
$15.3K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-545- 62.21% |
$10.4K - $11.8K
|
331
$6.5K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-351- 59.49% |
$6.67K - $7.6K
|
239
$4.69K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-348- 1.61% |
$6.62K - $7.53K
|
21.2K
$417K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-268- 33.33% |
$5.09K - $5.8K
|
536
$10.5K
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-161- 55.14% |
$3.06K - $3.48K
|
131
$2.57K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-160- 53.33% |
$3.04K - $3.46K
|
140
$2.75K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-139- 27.47% |
$2.64K - $3.01K
|
367
$7.2K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-100- 3.24% |
$1.9K - $2.16K
|
2.98K
$58.5K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-76- 3.54% |
$1.44K - $1.64K
|
2.07K
$40.6K
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-71- 0.67% |
$1.35K - $1.54K
|
10.5K
$207K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-37- 7.41% |
$703 - $801
|
462
$9.07K
|
|
Q3 2024 | |||||||
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-223K- 99.98% |
$3.97M - $5.35M
|
49
$962
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.01K- 9.66% |
$89K - $120K
|
46.9K
$920K
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-1.61K- 26.95% |
$28.6K - $38.6K
|
4.36K
$85.6K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-304- 0.3% |
$5.4K - $7.29K
|
99.5K
$1.95M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-126- 1.21% |
$2.24K - $3.02K
|
10.3K
$202K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-53- 6.53% |
$942 - $1.27K
|
759
$14.9K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15- 10.64% |
$267 - $360
|
126
$2.47K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 1.22% |
$17.8 - $24
|
81
$1.59K
|
|
Q2 2024 | |||||||
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.65K- 54.15% |
$31.7K - $38.1K
|
1.4K
$27.4K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-40- 21.05% |
$768 - $923
|
150
$2.94K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-27- 29.35% |
$519 - $623
|
65
$1.28K
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-37.8K- 37.5% |
$806K - $1.09M
|
63.1K
$1.24M
|