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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.4KNew |
$749K - $890K
|
11.4K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2New |
$131 - $156
|
2
$202
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.28KNew |
$83.5K - $99.2K
|
1.28K
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-794- 31.76% |
$52K - $61.8K
|
1.71K
$172K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.27K- 27.52% |
$82.9K - $98.5K
|
3.34K
$337K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-28.9K- 99.82% |
$1.89M - $2.25M
|
53
$5.36K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.15KNew |
$75.3K - $89.5K
|
1.15K
$116K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.9KNew |
$124K - $148K
|
1.9K
$192K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.8KNew |
$183K - $218K
|
2.8K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.14% |
$131 - $156
|
1.4K
$142K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.97KNew |
$195K - $231K
|
2.97K
$300K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
2.76KNew |
$181K - $215K
|
2.76K
$279K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1- 0.24% |
$65.5 - $77.8
|
412
$41.6K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
782New |
$52.7K - $56.5K
|
782
$79.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-638Closed |
$43K - $46.1K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-300- 13.46% |
$20.2K - $21.7K
|
1.93K
$195K
|
|
| Q2 2023 | |||||||
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-415Closed |
$26.5K - $29.3K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.08% |
$128 - $141
|
2.49K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.13K- 50.0% |
$71.9K - $79.4K
|
1.13K
$114K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.2% |
$128 - $141
|
1.01K
$102K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.46K- 74.49% |
$93.3K - $103K
|
500
$50.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
42.1KNew |
$2.69M - $2.97M
|
42.1K
$4.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.05KNew |
$195K - $215K
|
3.05K
$308K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-30- 15.0% |
$1.92K - $2.12K
|
170
$17.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
25.7KNew |
$1.64M - $1.81M
|
25.7K
$2.59M
|
|
| Q1 2023 | |||||||
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.4KNew |
$612K - $677K
|
10.4K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.2KNew |
$188K - $208K
|
3.2K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
334+ 7.46% |
$19.7K - $21.8K
|
4.81K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
309+ 0.63% |
$18.2K - $20.1K
|
49.3K
$4.98M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.65K+ 79.98% |
$97.2K - $107K
|
3.71K
$375K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-970- 3.69% |
$57.1K - $63.2K
|
25.3K
$2.56M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
70+ 0.41% |
$4.12K - $4.56K
|
17.3K
$1.75M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.2K+ 421.05% |
$70.7K - $78.2K
|
1.49K
$150K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-478- 12.65% |
$28.1K - $31.1K
|
3.3K
$334K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-102- 40.48% |
$6.01K - $6.64K
|
150
$15.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.82KNew |
$102K - $117K
|
1.82K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.5K+ 1156.15% |
$84.6K - $97.1K
|
1.63K
$165K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-6.02K- 6.12% |
$339K - $389K
|
92.4K
$9.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-350- 5.21% |
$19.7K - $22.6K
|
6.37K
$644K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.9KNew |
$107K - $123K
|
1.9K
$192K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.06KNew |
$59.8K - $68.7K
|
1.06K
$107K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.38KNew |
$190K - $218K
|
3.38K
$342K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
434New |
$24.4K - $28K
|
434
$43.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
75New |
$4.22K - $4.85K
|
75
$7.58K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
162New |
$9.11K - $10.5K
|
162
$16.4K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
640New |
$36.4K - $43.8K
|
640
$64.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-22- 0.33% |
$1.25K - $1.51K
|
6.56K
$663K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.51KNew |
$200K - $240K
|
3.51K
$355K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.72K+ 32.23% |
$97.8K - $118K
|
7.05K
$712K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3Closed |
$170 - $220
|
0
$0
|
|