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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-435- 6.44% |
$37.5K - $51.1K
|
6.32K
$759K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 80.0% |
$88K - $120K
|
2.3K
$276K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-48- 0.49% |
$4.14K - $5.64K
|
9.8K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-429- 13.63% |
$37K - $50.4K
|
2.72K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
284+ 2.76% |
$24.5K - $33.4K
|
10.6K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.02K- 2.01% |
$88.1K - $120K
|
49.8K
$5.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
6.11K+ 29.35% |
$527K - $717K
|
26.9K
$3.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1.12K+ 10.38% |
$96.9K - $132K
|
12K
$1.44M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 3.87% |
$4.31K - $5.87K
|
1.24K
$149K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.14K+ 57122.22% |
$486K - $569K
|
5.15K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
655+ 8.14% |
$61.9K - $72.5K
|
8.71K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.77K+ 0.36% |
$262K - $306K
|
773K
$92.9M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-24- 0.91% |
$2.27K - $2.66K
|
2.61K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
38New |
$3.59K - $4.21K
|
38
$4.56K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-364- 11.11% |
$34.4K - $40.3K
|
2.91K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3- 0.01% |
$284 - $332
|
20.6K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.86K+ 3.27% |
$270K - $317K
|
90.2K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$313K - $367K
|
3.32K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.77K- 2.23% |
$167K - $195K
|
77.3K
$9.29M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-450- 10.04% |
$42.5K - $49.8K
|
4.03K
$484K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.39K+ 12.09% |
$225K - $264K
|
22.1K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-200- 1.57% |
$18.9K - $22.1K
|
12.5K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-200- 15.5% |
$18.9K - $22.1K
|
1.09K
$131K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35- 2.54% |
$3.31K - $3.87K
|
1.35K
$162K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50+ 0.34% |
$4.73K - $5.54K
|
15K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.4K- 80.58% |
$982K - $1.15M
|
2.5K
$301K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
156New |
$14.7K - $17.3K
|
156
$18.7K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
6+ 0.29% |
$567 - $664
|
2.11K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-663- 22.32% |
$62.7K - $73.4K
|
2.31K
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
7K+ 238.91% |
$662K - $775K
|
9.93K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-257- 57.24% |
$24.3K - $28.5K
|
192
$23.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7New |
$662 - $775
|
7
$841
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-500- 17.86% |
$47.3K - $55.4K
|
2.3K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
650New |
$61.4K - $72K
|
650
$78.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-2- 0.06% |
$189 - $221
|
3.08K
$370K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.57K- 13.95% |
$337K - $395K
|
22K
$2.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
77+ 0.38% |
$7.28K - $8.52K
|
20.2K
$2.43M
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
5.67KNew |
$556K - $613K
|
5.67K
$681K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-48- 2.88% |
$4.71K - $5.19K
|
1.62K
$194K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20- 0.56% |
$1.96K - $2.16K
|
3.55K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.93KNew |
$189K - $209K
|
1.93K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38- 12.84% |
$3.73K - $4.11K
|
258
$31K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.74K+ 206.88% |
$955K - $1.05M
|
14.5K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-520- 34.03% |
$51K - $56.2K
|
1.01K
$121K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-299- 8.49% |
$29.3K - $32.3K
|
3.22K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-230- 7.14% |
$22.5K - $24.9K
|
2.99K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.05K- 50.0% |
$299K - $330K
|
3.05K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2+ 0.06% |
$196 - $216
|
3.2K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
45New |
$4.41K - $4.86K
|
45
$5.41K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-45- 1.75% |
$4.41K - $4.86K
|
2.53K
$304K
|
|