Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PKB)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PKB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.96K- 29.47% |
$131K - $162K
|
4.69K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.02% |
$66.7 - $82.8
|
4.78K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.79K+ 26.82% |
$253K - $313K
|
17.9K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
490+ 10.17% |
$32.7K - $40.5K
|
5.31K
$409K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-122- 3.72% |
$9.24K - $10.8K
|
3.16K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.87K- 11.8% |
$142K - $165K
|
14K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-152- 58.24% |
$11.5K - $13.4K
|
109
$8.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28- 38.36% |
$2.12K - $2.47K
|
45
$3.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.4K- 99.46% |
$182K - $212K
|
13
$1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
822New |
$62.2K - $72.6K
|
822
$63.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
45New |
$3.41K - $3.98K
|
45
$3.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.4K- 72.86% |
$863K - $1.01M
|
4.24K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.16KNew |
$315K - $368K
|
4.16K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.13% |
$75.7 - $88.4
|
743
$57.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
307New |
$23.2K - $27.1K
|
307
$23.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
127New |
$9.62K - $11.2K
|
127
$9.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.42KNew |
$335K - $391K
|
4.42K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.39KNew |
$257K - $300K
|
3.39K
$261K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-142- 91.03% |
$10.8K - $12.5K
|
14
$1.08K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 2.54% |
$1.59K - $1.86K
|
849
$65.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
300New |
$22.7K - $26.5K
|
300
$23.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17+ 43.59% |
$1.29K - $1.5K
|
56
$4.32K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.31K+ 11.82% |
$327K - $381K
|
40.8K
$3.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
140New |
$10.6K - $12.4K
|
140
$10.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
126New |
$9.54K - $11.1K
|
126
$9.71K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-63- 1.23% |
$4.77K - $5.57K
|
5.05K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-413- 1.76% |
$31.3K - $36.5K
|
23K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
23+ 0.47% |
$1.74K - $2.03K
|
4.89K
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-925- 75.51% |
$70K - $81.7K
|
300
$23.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22KNew |
$1.66M - $1.94M
|
22K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-15- 0.23% |
$1.14K - $1.33K
|
6.57K
$506K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.63K- 31.48% |
$108K - $130K
|
3.55K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-990- 36.8% |
$65.6K - $79K
|
1.7K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.21K- 42.68% |
$279K - $336K
|
5.66K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
185New |
$12.3K - $14.8K
|
185
$14.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.53KNew |
$168K - $202K
|
2.53K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
71+ 53.38% |
$4.71K - $5.66K
|
204
$15.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
300New |
$19.9K - $23.9K
|
300
$23.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
4New |
$265 - $319
|
4
$308
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
51New |
$3.38K - $4.07K
|
51
$3.93K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.9K+ 6.79% |
$325K - $391K
|
77.1K
$5.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.7K+ 62.17% |
$2.69M - $3.24M
|
106K
$8.17M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-405- 91.22% |
$27.2K - $30.2K
|
39
$3.01K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
25New |
$1.68K - $1.87K
|
25
$1.93K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-103- 2.76% |
$6.92K - $7.69K
|
3.63K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
200New |
$13.4K - $14.9K
|
200
$15.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18+ 0.49% |
$1.21K - $1.34K
|
3.69K
$285K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
125New |
$8.4K - $9.33K
|
125
$9.64K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
339New |
$22.8K - $25.3K
|
339
$26.1K
|
|