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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.51KNew |
$305K - $347K
|
3.51K
$355K
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
43.9KNew |
$3.81M - $4.34M
|
43.9K
$4.44M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.28KNew |
$545K - $621K
|
6.28K
$635K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.71KNew |
$756K - $862K
|
8.71K
$880K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.58KNew |
$137K - $156K
|
1.58K
$159K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.17K- 19.06% |
$102K - $116K
|
4.98K
$503K
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-205- 0.98% |
$17.8K - $20.3K
|
20.6K
$2.09M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.31K- 25.2% |
$114K - $129K
|
3.88K
$393K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-250- 8.29% |
$21.7K - $24.7K
|
2.77K
$280K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
900+ 240.0% |
$78.2K - $89K
|
1.28K
$129K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-51- 0.51% |
$4.43K - $5.04K
|
9.96K
$1.01M
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-104- 0.59% |
$9.03K - $10.3K
|
17.6K
$1.78M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.1K+ 36.58% |
$6.08M - $6.93M
|
262K
$26.4M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.13K- 27.73% |
$98.3K - $112K
|
2.95K
$298K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-9- 0.21% |
$782 - $890
|
4.21K
$425K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-161- 6.56% |
$14K - $15.9K
|
2.29K
$232K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.29K+ 336.17% |
$806K - $918K
|
12K
$1.22M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.73K- 4.64% |
$411K - $468K
|
97.3K
$9.84M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
89+ 1.01% |
$7.73K - $8.8K
|
8.87K
$897K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1KNew |
$86.9K - $98.9K
|
1K
$101K
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-31- 0.28% |
$2.69K - $3.07K
|
11.1K
$1.12M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.38K- 2.23% |
$207K - $236K
|
104K
$10.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.09K- 1.55% |
$529K - $603K
|
386K
$39M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.25K+ 2.33% |
$109K - $124K
|
55.1K
$5.57M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.85K- 48.21% |
$247K - $282K
|
3.06K
$309K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.75K+ 17.2% |
$412K - $469K
|
32.3K
$3.27M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.52K- 7.52% |
$132K - $150K
|
18.6K
$1.88M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.11K+ 5.12% |
$270K - $308K
|
64K
$6.47M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.12K+ 719.35% |
$96.8K - $110K
|
1.27K
$128K
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-687- 3.12% |
$59.7K - $68K
|
21.4K
$2.16M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
804+ 2.29% |
$69.8K - $79.5K
|
35.8K
$3.62M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.25KNew |
$456K - $519K
|
5.25K
$531K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17+ 0.3% |
$1.48K - $1.68K
|
5.69K
$575K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.22K- 3.1% |
$193K - $219K
|
69.4K
$7.01M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$8.69K - $9.89K
|
100
$10.1K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.07K- 1.99% |
$92.6K - $105K
|
52.5K
$5.31M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.67K- 20.24% |
$145K - $166K
|
6.6K
$667K
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-194- 5.88% |
$16.8K - $19.2K
|
3.1K
$314K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-285- 48.31% |
$24.8K - $28.2K
|
305
$30.8K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.59K+ 0.5% |
$301K - $340K
|
721K
$72.9M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.72KNew |
$144K - $163K
|
1.72K
$174K
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.2KNew |
$268K - $303K
|
3.2K
$323K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-113- 0.62% |
$9.47K - $10.7K
|
18.1K
$1.83M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-312- 0.6% |
$26.2K - $29.6K
|
51.7K
$5.22M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.3K- 26.41% |
$109K - $123K
|
3.62K
$366K
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
97.9KNew |
$8.21M - $9.29M
|
97.9K
$9.9M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.29K- 51.62% |
$360K - $407K
|
4.02K
$406K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.6K- 60.21% |
$976K - $1.1M
|
7.7K
$778K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-150- 0.87% |
$12.6K - $14.2K
|
17.1K
$1.73M
|