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 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-405- 1.22% |
$34K - $38.4K
|
32.7K
$3.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
640New |
$53.7K - $60.7K
|
640
$64.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-603- 18.96% |
$50.5K - $57.2K
|
2.58K
$261K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$83.8 - $94.8
|
151
$15.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
671+ 4.36% |
$56.2K - $63.6K
|
16.1K
$1.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4.59KNew |
$385K - $435K
|
4.59K
$464K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
293+ 2.0% |
$24.6K - $27.8K
|
15K
$1.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.51KNew |
$211K - $238K
|
2.51K
$254K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
250+ 11.05% |
$21K - $23.7K
|
2.51K
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
85+ 1.38% |
$7.13K - $8.06K
|
6.24K
$630K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
144New |
$12.1K - $13.7K
|
144
$14.6K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
87+ 1.14% |
$6.6K - $7.87K
|
7.71K
$779K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
870New |
$66K - $78.7K
|
870
$87.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.74% |
$1.9K - $2.26K
|
3.37K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.31K+ 7.2% |
$99K - $118K
|
19.4K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.3KClosed |
$779K - $930K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.6KNew |
$273K - $326K
|
3.6K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.99KNew |
$681K - $813K
|
8.99K
$908K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.42K+ 27.65% |
$184K - $219K
|
11.2K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.01K+ 13.94% |
$76.7K - $91.4K
|
8.27K
$836K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
489+ 5.21% |
$37.1K - $44.2K
|
9.88K
$999K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.3KNew |
$250K - $298K
|
3.3K
$334K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.5KNew |
$190K - $226K
|
2.5K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.87K- 29.52% |
$142K - $169K
|
4.46K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.0% |
$75.8 - $90.5
|
26K
$2.63M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.28KNew |
$173K - $206K
|
2.28K
$230K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.17% |
$75.8 - $90.5
|
592
$59.8K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
142New |
$10.8K - $12.8K
|
142
$14.4K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
359+ 11.35% |
$27.2K - $32.5K
|
3.52K
$356K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.01% |
$152 - $181
|
15.8K
$1.6M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
36.4KNew |
$2.76M - $3.29M
|
36.4K
$3.68M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.18KNew |
$241K - $288K
|
3.18K
$322K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
602New |
$45.7K - $54.5K
|
602
$60.9K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
366+ 2.38% |
$27.8K - $33.1K
|
15.8K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.32KNew |
$176K - $210K
|
2.32K
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.3KNew |
$175K - $208K
|
2.3K
$233K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 0.05% |
$228 - $271
|
6.55K
$662K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
475New |
$36K - $43K
|
475
$48K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.39KNew |
$181K - $216K
|
2.39K
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
14KNew |
$1.06M - $1.27M
|
14K
$1.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-833- 11.98% |
$63.2K - $75.3K
|
6.12K
$618K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$379K - $452K
|
5K
$505K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.32KNew |
$176K - $210K
|
2.32K
$234K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 3.67% |
$3.79K - $4.52K
|
1.31K
$133K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.62K+ 18.55% |
$564K - $671K
|
55.1K
$5.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.93KNew |
$192K - $228K
|
2.93K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.55KNew |
$233K - $277K
|
3.55K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 2.12% |
$655 - $778
|
462
$46.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26- 8.07% |
$1.7K - $2.02K
|
296
$29.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
110New |
$7.21K - $8.56K
|
110
$11.1K
|
|