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 |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.01K- 1.08% |
$86.8K - $118K
|
92.3K
$11.1M
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.51KNew |
$303K - $412K
|
3.51K
$422K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.76% |
$2.59K - $3.52K
|
3.92K
$471K
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
3.51KNew |
$303K - $412K
|
3.51K
$422K
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
350+ 0.4% |
$30.2K - $41.1K
|
87.9K
$10.6M
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.09K- 16.77% |
$698K - $950K
|
40.2K
$4.82M
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-18- 0.05% |
$1.55K - $2.11K
|
39.7K
$4.77M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
336+ 7.54% |
$29K - $39.5K
|
4.79K
$575K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.66K- 3.26% |
$143K - $195K
|
49.4K
$5.93M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.9K+ 84.41% |
$1.89M - $2.57M
|
47.8K
$5.74M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-684- 1.7% |
$59K - $80.3K
|
39.6K
$4.76M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
185+ 2.55% |
$16K - $21.7K
|
7.45K
$894K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.28KNew |
$196K - $267K
|
2.28K
$274K
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
36.1KNew |
$3.11M - $4.24M
|
36.1K
$4.33M
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.71KNew |
$234K - $318K
|
2.71K
$326K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.02KNew |
$519K - $707K
|
6.02K
$723K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
766+ 396.89% |
$66.1K - $90K
|
959
$115K
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
64.8KNew |
$5.59M - $7.61M
|
64.8K
$7.79M
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
7.54KNew |
$650K - $885K
|
7.54K
$905K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.29K- 5.25% |
$456K - $621K
|
95.3K
$11.5M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.05K+ 13.74% |
$90.9K - $124K
|
8.72K
$1.05M
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.92KNew |
$511K - $695K
|
5.92K
$711K
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.8K- 20.65% |
$155K - $212K
|
6.92K
$831K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
39+ 1.36% |
$3.36K - $4.58K
|
2.9K
$348K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-10.2K- 29.6% |
$877K - $1.19M
|
24.2K
$2.91M
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.78KNew |
$153K - $208K
|
1.78K
$213K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
4New |
$345 - $470
|
4
$480
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.61K- 2.75% |
$225K - $306K
|
92.3K
$11.1M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.13K+ 2.01% |
$184K - $250K
|
108K
$13M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.8K- 4.12% |
$929K - $1.27M
|
250K
$30.1M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-275- 3.64% |
$23.7K - $32.3K
|
7.27K
$874K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
190+ 0.52% |
$16.4K - $22.3K
|
36.5K
$4.39M
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.92KNew |
$165K - $225K
|
1.92K
$230K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19+ 0.06% |
$1.64K - $2.23K
|
31.7K
$3.81M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
183+ 3.69% |
$15.8K - $21.5K
|
5.15K
$618K
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
76.5KNew |
$6.6M - $8.99M
|
76.5K
$9.19M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.05KNew |
$177K - $241K
|
2.05K
$247K
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.86K- 52.44% |
$247K - $336K
|
2.59K
$311K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-286- 0.43% |
$24.7K - $33.6K
|
66K
$7.93M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-87- 0.6% |
$7.5K - $10.2K
|
14.5K
$1.74M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
125+ 2.51% |
$10.8K - $14.7K
|
5.11K
$613K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.2K+ 345.66% |
$1.14M - $1.56M
|
17.1K
$2.05M
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24New |
$2.07K - $2.82K
|
24
$2.88K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50.1KNew |
$4.32M - $5.88M
|
50.1K
$6.02M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-165- 0.52% |
$14.2K - $19.4K
|
31.7K
$3.81M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
92+ 0.19% |
$7.93K - $10.8K
|
48.8K
$5.86M
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-3- 0.05% |
$259 - $352
|
6.03K
$725K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.1KNew |
$698K - $951K
|
8.1K
$972K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20+ 0.54% |
$1.72K - $2.35K
|
3.75K
$450K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
286+ 10.15% |
$24.7K - $33.6K
|
3.11K
$373K
|