Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q4 2024. 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 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
219KNew |
$4.16M - $4.74M
|
219K
$4.14M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
135KNew |
$2.57M - $2.93M
|
135K
$2.56M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
86.5K+ 22.62% |
$1.64M - $1.87M
|
469K
$8.86M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.5K+ 25.48% |
$732K - $833K
|
190K
$3.58M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.7K+ 25.43% |
$393K - $447K
|
102K
$1.93M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19K+ 76.08% |
$361K - $411K
|
43.9K
$831K
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
18.8KNew |
$357K - $406K
|
18.8K
$355K
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$356K - $405K
|
18.7K
$354K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.4K+ 60.75% |
$292K - $333K
|
40.7K
$770K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$226K - $257K
|
11.9K
$225K
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
10.6KNew |
$201K - $228K
|
10.6K
$200K
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$197K - $224K
|
10.3K
$196K
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
8.2K+ 6.97% |
$156K - $177K
|
126K
$2.38M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.41K+ 10.28% |
$141K - $160K
|
79.4K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.69KNew |
$127K - $145K
|
6.69K
$127K
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.5KNew |
$28.5K - $32.5K
|
1.5K
$28.4K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.34KNew |
$25.5K - $29K
|
1.34K
$25.3K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
772+ 136.16% |
$14.7K - $16.7K
|
1.34K
$25.3K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
699New |
$13.3K - $15.1K
|
699
$13.2K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
496+ 59.26% |
$9.43K - $10.7K
|
1.33K
$25.2K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
463New |
$8.8K - $10K
|
463
$8.76K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
357New |
$6.79K - $7.73K
|
357
$6.75K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
351New |
$6.67K - $7.6K
|
351
$6.64K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
295New |
$5.61K - $6.38K
|
295
$5.58K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
284New |
$5.4K - $6.15K
|
284
$5.37K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
256New |
$4.87K - $5.54K
|
256
$4.84K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
199New |
$3.78K - $4.31K
|
199
$3.76K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
167New |
$3.17K - $3.61K
|
167
$3.16K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
165+ 5.26% |
$3.14K - $3.57K
|
3.3K
$62.4K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
125New |
$2.38K - $2.71K
|
125
$2.36K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80+ 0.56% |
$1.52K - $1.73K
|
14.4K
$272K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75+ 0.41% |
$1.43K - $1.62K
|
18.2K
$344K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43+ 1.25% |
$817 - $931
|
3.49K
$66K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
28+ 0.79% |
$532 - $606
|
3.58K
$67.7K
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
20New |
$380 - $433
|
20
$378
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.99% |
$228 - $260
|
1.22K
$23.1K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8New |
$152 - $173
|
8
$151
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 1.03% |
$114 - $130
|
589
$11.1K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$57 - $64.9
|
3
$56.7
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.33% |
$19 - $21.6
|
44
$832
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.13% |
$19 - $21.6
|
775
$14.7K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.29% |
$19 - $21.6
|
351
$6.64K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.5% |
$19 - $21.6
|
201
$3.8K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-37- 7.41% |
$703 - $801
|
462
$8.74K
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-71- 0.67% |
$1.35K - $1.54K
|
10.5K
$199K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-76- 3.54% |
$1.44K - $1.64K
|
2.07K
$39.1K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-100- 3.24% |
$1.9K - $2.16K
|
2.98K
$56.4K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-139- 27.47% |
$2.64K - $3.01K
|
367
$6.94K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-160- 53.33% |
$3.04K - $3.46K
|
140
$2.65K
|