Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.74K- 4.13% |
$42.8K - $53.7K
|
40.5K
$823K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-2.05K- 3.3% |
$50.3K - $63K
|
60K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.27K- 13.87% |
$55.7K - $69.8K
|
14.1K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.52K- 18.83% |
$62K - $77.7K
|
10.9K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-3.69K- 11.75% |
$90.7K - $114K
|
27.7K
$564K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.98K- 48.97% |
$97.9K - $123K
|
4.15K
$84.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-4.01K- 21.41% |
$98.6K - $124K
|
14.7K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.45K- 30.52% |
$109K - $137K
|
10.1K
$206K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.93K- 37.56% |
$121K - $152K
|
8.2K
$167K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.05K- 33.13% |
$124K - $155K
|
10.2K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.72K- 11.13% |
$214K - $268K
|
69.6K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-12.2K- 29.03% |
$300K - $376K
|
29.9K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 24.81% |
$312K - $392K
|
38.5K
$783K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.1K- 32.05% |
$370K - $464K
|
32K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.7K- 7.72% |
$460K - $576K
|
223K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.9K- 67.8% |
$465K - $583K
|
9K
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28K- 9.73% |
$687K - $861K
|
259K
$5.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.4K- 99.04% |
$796K - $997K
|
315
$6.4K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-34.2K- 35.13% |
$840K - $1.05M
|
63.2K
$1.28M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-136K- 16.39% |
$3.34M - $4.18M
|
693K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-361K- 50.8% |
$8.87M - $11.1M
|
350K
$7.11M
|