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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$21.9K - $27.2K
|
500
$43K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.9KNew |
$171K - $212K
|
3.9K
$336K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
556New |
$24.3K - $30.2K
|
556
$47.8K
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
335+ 220.39% |
$14.7K - $18.2K
|
487
$41.9K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2KNew |
$82.3K - $94K
|
2K
$172K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
450New |
$18.5K - $21.1K
|
450
$38.7K
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-50- 0.73% |
$2.06K - $2.35K
|
6.82K
$587K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-84- 98.82% |
$3.45K - $3.94K
|
1
$86.1
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
19New |
$781 - $892
|
19
$1.63K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
48New |
$1.76K - $2.07K
|
48
$4.13K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.05K- 93.18% |
$75.3K - $88.3K
|
150
$12.9K
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-705- 11.67% |
$25.9K - $30.4K
|
5.34K
$459K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
89New |
$3.27K - $3.84K
|
89
$7.66K
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
165+ 1.43% |
$6.06K - $7.11K
|
11.7K
$1.01M
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 50.0% |
$36.5K - $44.3K
|
1K
$86.1K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
179New |
$6.54K - $7.93K
|
179
$15.4K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-309Closed |
$11K - $13.8K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-994- 39.24% |
$35.3K - $44.3K
|
1.54K
$132K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35Closed |
$1.24K - $1.56K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.13KClosed |
$182K - $229K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-254- 62.1% |
$9.03K - $11.3K
|
155
$13.3K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
19+ 6.69% |
$675 - $847
|
303
$26.1K
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-78.9KClosed |
$2.8M - $3.52M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.6KClosed |
$199K - $250K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.68KNew |
$59.8K - $75K
|
1.68K
$145K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-465Closed |
$16.5K - $20.7K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-503- 83.42% |
$17.9K - $22.4K
|
100
$8.61K
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-2.38KClosed |
$84.4K - $106K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$7.11K - $8.92K
|
200
$17.2K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-276Closed |
$9.81K - $12.3K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-75Closed |
$3.22K - $4.08K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.9KNew |
$769K - $974K
|
17.9K
$1.54M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.8KClosed |
$163K - $207K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4KClosed |
$171K - $217K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-835Closed |
$35.8K - $45.4K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-150Closed |
$6.44K - $8.15K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-6.76KClosed |
$290K - $367K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.49K- 95.73% |
$193K - $244K
|
200
$17.2K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-346Closed |
$14.8K - $18.8K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13KClosed |
$558K - $706K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
675New |
$29K - $36.7K
|
675
$58.1K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.69KClosed |
$158K - $200K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-502Closed |
$23.9K - $27.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.7KClosed |
$796K - $913K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.79KClosed |
$85K - $97.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-140Closed |
$6.67K - $7.64K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-241Closed |
$11.5K - $13.2K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-309Closed |
$14.7K - $16.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-60Closed |
$2.86K - $3.28K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
131New |
$6.24K - $7.15K
|
131
$11.3K
|