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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32K+ 764.44% |
$3.03M - $3.55M
|
36.2K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
95.6KNew |
$9.03M - $10.6M
|
95.6K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
655+ 8.14% |
$61.9K - $72.5K
|
8.71K
$957K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
254+ 3.43% |
$24K - $28.1K
|
7.67K
$843K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15K- 70.19% |
$1.41M - $1.66M
|
6.36K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-74- 0.56% |
$6.99K - $8.19K
|
13.1K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.14K+ 57122.22% |
$486K - $569K
|
5.15K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
80+ 3.39% |
$7.56K - $8.86K
|
2.44K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.94K- 2.8% |
$278K - $326K
|
102K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.4K+ 7.39% |
$3.06M - $3.58M
|
470K
$51.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.77K+ 0.36% |
$262K - $306K
|
773K
$85M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.95K- 2.01% |
$184K - $216K
|
94.9K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.94K+ 36.41% |
$183K - $215K
|
7.26K
$798K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3- 0.01% |
$284 - $332
|
20.6K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
640+ 21.26% |
$60.5K - $70.9K
|
3.65K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-364- 11.11% |
$34.4K - $40.3K
|
2.91K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
38New |
$3.59K - $4.21K
|
38
$4.18K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-24- 0.91% |
$2.27K - $2.66K
|
2.61K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.99K+ 4.66% |
$566K - $663K
|
135K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.86K+ 3.27% |
$270K - $317K
|
90.2K
$9.91M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-186- 3.98% |
$17.6K - $20.6K
|
4.49K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.3K+ 83.66% |
$2.58M - $3.02M
|
60K
$6.59M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.72K+ 7.23% |
$257K - $301K
|
40.3K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.75K+ 76.1% |
$259K - $304K
|
6.35K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7KNew |
$1.01M - $1.19M
|
10.7K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.91K- 35.28% |
$747K - $876K
|
14.5K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.77K- 2.23% |
$167K - $195K
|
77.3K
$8.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$313K - $367K
|
3.32K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.01K- 0.89% |
$95.4K - $112K
|
112K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.38K+ 9.92% |
$130K - $153K
|
15.3K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.96K+ 8.09% |
$280K - $328K
|
39.5K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-200- 1.57% |
$18.9K - $22.1K
|
12.5K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
130+ 7.62% |
$12.3K - $14.4K
|
1.84K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.39K+ 12.09% |
$225K - $264K
|
22.1K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-450- 10.04% |
$42.5K - $49.8K
|
4.03K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-105- 1.01% |
$9.92K - $11.6K
|
10.3K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.53K- 4.98% |
$239K - $280K
|
48.2K
$5.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-51.4K- 11.92% |
$4.86M - $5.69M
|
380K
$41.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.28K- 1.59% |
$310K - $363K
|
203K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.12K- 14.03% |
$106K - $124K
|
6.84K
$752K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-200- 15.5% |
$18.9K - $22.1K
|
1.09K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35- 2.54% |
$3.31K - $3.87K
|
1.35K
$148K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.01K+ 2.35% |
$190K - $222K
|
87.5K
$9.62M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-439- 0.85% |
$41.5K - $48.6K
|
51.1K
$5.61M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.4K+ 146.45% |
$2.49M - $2.92M
|
44.4K
$4.88M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.31K+ 94.22% |
$123K - $144K
|
2.69K
$296K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-146- 3.56% |
$13.8K - $16.2K
|
3.95K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.97K- 4.71% |
$469K - $550K
|
101K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50+ 0.34% |
$4.73K - $5.54K
|
15K
$1.64M
|