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 |
---|---|---|---|---|---|---|---|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-25Closed |
$1.19K - $1.37K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.05KClosed |
$50K - $57.3K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.01KClosed |
$286K - $328K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
275New |
$12.9K - $14.2K
|
275
$23.4K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.2KClosed |
$1.71M - $1.88M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-15.5KClosed |
$730K - $804K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-5.66KClosed |
$266K - $293K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-19KClosed |
$894K - $984K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.51KNew |
$71.4K - $81.9K
|
1.51K
$128K
|
|
Aug 13, 2021
Q2 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-19.1KClosed |
$905K - $1.04M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$474 - $544
|
10
$850
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-28.5KClosed |
$1.35M - $1.55M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-200Closed |
$9.48K - $10.9K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-531Closed |
$25.2K - $28.9K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.67KNew |
$149K - $181K
|
3.67K
$312K
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
4.3K+ 38.9% |
$174K - $212K
|
15.3K
$1.3M
|
|
Apr 28, 2021
Q1 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
250New |
$10.1K - $12.3K
|
250
$21.2K
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200Closed |
$7.09K - $8.36K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7.3KClosed |
$259K - $305K
|
0
$0
|
|
Q3 2020 | |||||||
Jul 17, 2024
Q3 2020
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-40Closed |
$1.19K - $1.46K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-26.8KClosed |
$801K - $980K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-600- 46.15% |
$11.7K - $19.1K
|
700
$59.5K
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.71KClosed |
$189K - $309K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-659Closed |
$12.8K - $21K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-10Closed |
$194 - $318
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.01KClosed |
$19.6K - $32.2K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
350New |
$6.8K - $11.1K
|
350
$29.7K
|
|
Q1 2020 | |||||||
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100Closed |
$1.76K - $3.69K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-75Closed |
$1.32K - $2.77K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-978Closed |
$17.2K - $36.1K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-300Closed |
$5.27K - $11.1K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.52KClosed |
$112K - $122K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-10.6KClosed |
$332K - $345K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-200Closed |
$6.28K - $6.53K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
M&T Bank Corp
|
SELL
|
- |
-8KClosed |
N/A
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-14.4KClosed |
N/A
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-502Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
123New |
N/A
|
123
$10.5K
|
|
May 16, 2019
Q1 2019
|
Merit Financial Group, LLC
|
SELL
|
- |
-26.3KClosed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
May 02, 2019
Q1 2019
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-530Closed |
N/A
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.07KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-19.2KClosed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.8% |
N/A
|
126
$10.7K
|
|
Feb 11, 2019
Q4 2018
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-9.3KClosed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.47KClosed |
N/A
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-34.4KClosed |
N/A
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.08KClosed |
N/A
|
0
$0
|
|
Jan 28, 2019
Q4 2018
|
Heritage Wealth Advisors
|
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 13, 2018
Q3 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-35.4KClosed |
N/A
|
0
$0
|