Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PWB)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PWB) 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 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
89+ 0.64% |
$8.73K - $9.62K
|
13.9K
$1.54M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.33K+ 6.68% |
$131K - $144K
|
21.3K
$2.36M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.93KNew |
$189K - $209K
|
1.93K
$213K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63K+ 16.81% |
$6.18M - $6.81M
|
438K
$48.4M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-936- 10.42% |
$91.8K - $101K
|
8.05K
$890K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-344- 2.54% |
$33.7K - $37.2K
|
13.2K
$1.46M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.9K- 6.45% |
$1.65M - $1.82M
|
245K
$27M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.36KNew |
$231K - $255K
|
2.36K
$260K
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-60- 0.85% |
$5.88K - $6.49K
|
6.99K
$772K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.46K- 1.38% |
$144K - $158K
|
105K
$11.6M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.69K- 1.29% |
$264K - $291K
|
206K
$22.8M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-62- 0.05% |
$6.08K - $6.7K
|
129K
$14.2M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-212K- 98.6% |
$20.8M - $23M
|
3.01K
$333K
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.0% |
$98 - $108
|
36.1K
$3.99M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-850- 4.79% |
$83.3K - $91.9K
|
16.9K
$1.87M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.29K- 0.81% |
$616K - $680K
|
770K
$85.1M
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
7.22KNew |
$708K - $781K
|
7.22K
$798K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
128+ 0.16% |
$12.5K - $13.8K
|
79.1K
$8.74M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-370- 6.5% |
$36.3K - $40K
|
5.32K
$588K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.1K- 6.03% |
$206K - $227K
|
32.7K
$3.61M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.59K- 6.44% |
$253K - $279K
|
37.6K
$4.15M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.74K+ 206.88% |
$955K - $1.05M
|
14.5K
$1.6M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-143- 1.89% |
$14K - $15.5K
|
7.42K
$819K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
193New |
$18.9K - $20.9K
|
193
$21.3K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-200- 1.55% |
$19.6K - $21.6K
|
12.7K
$1.41M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38- 12.84% |
$3.73K - $4.11K
|
258
$28.5K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.08K+ 5.01% |
$400K - $441K
|
85.5K
$9.45M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.06K+ 16.96% |
$300K - $331K
|
21.1K
$2.34M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-117- 1.45% |
$11.5K - $12.6K
|
7.96K
$879K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.36K- 99.62% |
$232K - $255K
|
9
$995
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.73K+ 34.35% |
$562K - $620K
|
22.4K
$2.48M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.86K- 7.06% |
$378K - $417K
|
50.8K
$5.61M
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1- -0.0% |
$98 - $108
|
20.6K
$2.28M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-520- 34.03% |
$51K - $56.2K
|
1.01K
$111K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
788+ 133.11% |
$77.3K - $85.2K
|
1.38K
$152K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.65K- 3.13% |
$358K - $395K
|
113K
$12.5M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-225- 1.13% |
$22.1K - $24.3K
|
19.7K
$2.18M
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
154+ 3.41% |
$15.1K - $16.6K
|
4.67K
$516K
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.63KNew |
$258K - $285K
|
2.63K
$291K
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
40.1KNew |
$3.93M - $4.34M
|
40.1K
$4.43M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11K+ 1.12% |
$109K - $120K
|
100K
$11.1M
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-299- 8.49% |
$29.3K - $32.3K
|
3.22K
$356K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-93.4K- 48.12% |
$9.15M - $10.1M
|
101K
$11.1M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27- 0.74% |
$2.65K - $2.92K
|
3.61K
$399K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.96KNew |
$290K - $320K
|
2.96K
$327K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.4K+ 7.27% |
$5.73M - $6.31M
|
862K
$95.2M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.94K+ 4.73% |
$387K - $426K
|
87.3K
$9.65M
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11.5K+ 41.34% |
$1.12M - $1.24M
|
39.2K
$4.33M
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-35- 0.2% |
$3.43K - $3.78K
|
17.6K
$1.95M
|