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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-257- 4.79% |
$17K - $20.5K
|
5.11K
$434K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3+ 0.03% |
$199 - $239
|
9.86K
$838K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.9K+ 6.79% |
$325K - $391K
|
77.1K
$6.55M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.7K+ 62.17% |
$2.69M - $3.24M
|
106K
$9.01M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.07K- 56.4% |
$71K - $85.4K
|
828
$70.4K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
18+ 0.38% |
$1.19K - $1.44K
|
4.76K
$405K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-95- 48.72% |
$6.3K - $7.58K
|
100
$8.5K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
17+ 0.52% |
$1.13K - $1.36K
|
3.28K
$279K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
142+ 1014.29% |
$9.41K - $11.3K
|
156
$13.3K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.08% |
$265 - $319
|
5.13K
$436K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$936K - $1.04M
|
13.9K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.72K+ 73.85% |
$317K - $352K
|
11.1K
$945K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-405- 91.22% |
$27.2K - $30.2K
|
39
$3.31K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
25New |
$1.68K - $1.87K
|
25
$2.12K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-500- 8.35% |
$33.6K - $37.3K
|
5.49K
$467K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-103- 2.76% |
$6.92K - $7.69K
|
3.63K
$309K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
73New |
$4.9K - $5.45K
|
73
$6.2K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
200New |
$13.4K - $14.9K
|
200
$17K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18+ 0.49% |
$1.21K - $1.34K
|
3.69K
$314K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
125New |
$8.4K - $9.33K
|
125
$10.6K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.72KNew |
$317K - $353K
|
4.72K
$401K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
339New |
$22.8K - $25.3K
|
339
$28.8K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
140New |
$9.4K - $10.5K
|
140
$11.9K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
68+ 22.67% |
$4.57K - $5.08K
|
368
$31.3K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
742New |
$45.1K - $55.5K
|
742
$63.1K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
121New |
$7.35K - $9.06K
|
121
$10.3K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2K+ 263.06% |
$679K - $837K
|
15.4K
$1.31M
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
14New |
$851 - $1.05K
|
14
$1.19K
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.51KNew |
$213K - $262K
|
3.51K
$298K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
37+ 6.74% |
$2.25K - $2.77K
|
586
$49.8K
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
78KNew |
$4.74M - $5.84M
|
78K
$6.63M
|
|
Q4 2023 | |||||||
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
250New |
$11.7K - $15.9K
|
250
$21.2K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39+ 0.33% |
$1.82K - $2.48K
|
12K
$1.02M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33- 94.29% |
$1.54K - $2.1K
|
2
$170
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.25KNew |
$152K - $207K
|
3.25K
$276K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
25+ 96.15% |
$1.17K - $1.59K
|
51
$4.33K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.85KNew |
$133K - $181K
|
2.85K
$243K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
66New |
$3.08K - $4.2K
|
66
$5.61K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-24- 12.97% |
$1.12K - $1.53K
|
161
$13.7K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
90New |
$4.2K - $5.72K
|
90
$7.65K
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.5KNew |
$163K - $222K
|
3.5K
$297K
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-108- 1.51% |
$5.04K - $6.87K
|
7.03K
$597K
|
|
Q3 2023 | |||||||
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.3K+ 563.34% |
$511K - $587K
|
12.1K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.8KNew |
$289K - $332K
|
5.8K
$493K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
45+ 24.59% |
$2.24K - $2.57K
|
228
$19.4K
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-1.16K- 0.67% |
$57.6K - $66.1K
|
171K
$14.6M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
20New |
$996 - $1.14K
|
20
$1.7K
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-102K- 91.65% |
$5.1M - $5.86M
|
9.32K
$792K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.09KNew |
$135K - $168K
|
3.09K
$262K
|