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 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-464- 13.38% |
$45.5K - $50.2K
|
3K
$361K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7- 0.11% |
$686 - $757
|
6.27K
$753K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-55- 4.33% |
$5.39K - $5.95K
|
1.22K
$146K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$490K - $541K
|
5K
$601K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$98 - $108
|
2.32K
$278K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350New |
$34.3K - $37.8K
|
350
$42K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.05KNew |
$525K - $598K
|
6.05K
$726K
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.55KNew |
$569K - $648K
|
6.55K
$787K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
500New |
$43.4K - $49.5K
|
500
$60.1K
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.25KNew |
$195K - $223K
|
2.25K
$270K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-550- 4.35% |
$47.8K - $54.4K
|
12.1K
$1.45M
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
44New |
$3.82K - $4.35K
|
44
$5.29K
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-9.17K- 16.64% |
$796K - $907K
|
45.9K
$5.52M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-198- 70.71% |
$17.2K - $19.6K
|
82
$9.85K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-250- 8.29% |
$21.7K - $24.7K
|
2.77K
$332K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1KNew |
$86.9K - $98.9K
|
1K
$120K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.09K- 1.55% |
$529K - $603K
|
386K
$46.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.25K+ 2.33% |
$109K - $124K
|
55.1K
$6.61M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.85K- 48.21% |
$247K - $282K
|
3.06K
$368K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.25KNew |
$456K - $519K
|
5.25K
$631K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$8.69K - $9.89K
|
100
$12K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-285- 48.31% |
$24.8K - $28.2K
|
305
$36.6K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.4K- 32.0% |
$117K - $133K
|
2.98K
$357K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-41- 9.36% |
$3.44K - $3.89K
|
397
$47.7K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6KClosed |
$503K - $569K
|
0
$0
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.6KNew |
$721K - $815K
|
8.6K
$1.03M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21New |
$1.76K - $1.99K
|
21
$2.52K
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
136+ 618.18% |
$11.4K - $12.9K
|
158
$19K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.47K- 23.2% |
$207K - $234K
|
8.16K
$980K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
722New |
$60.5K - $68.5K
|
722
$86.7K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.45KNew |
$122K - $138K
|
1.45K
$174K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
712New |
$59.7K - $67.5K
|
712
$85.5K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-10- 3.45% |
$838 - $948
|
280
$33.6K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
640New |
$53.7K - $60.7K
|
640
$76.9K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$83.8 - $94.8
|
151
$18.1K
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
250+ 11.05% |
$21K - $23.7K
|
2.51K
$302K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.51KNew |
$211K - $238K
|
2.51K
$302K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
85+ 1.38% |
$7.13K - $8.06K
|
6.24K
$749K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
144New |
$12.1K - $13.7K
|
144
$17.3K
|
|
Q1 2024 | |||||||
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
870New |
$66K - $78.7K
|
870
$105K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.3KNew |
$250K - $298K
|
3.3K
$396K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
489+ 5.21% |
$37.1K - $44.2K
|
9.88K
$1.19M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.01K+ 13.94% |
$76.7K - $91.4K
|
8.27K
$993K
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.5KNew |
$190K - $226K
|
2.5K
$300K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
142New |
$10.8K - $12.8K
|
142
$17.1K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.28KNew |
$173K - $206K
|
2.28K
$274K
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.01% |
$152 - $181
|
15.8K
$1.9M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
602New |
$45.7K - $54.5K
|
602
$72.3K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.18KNew |
$241K - $288K
|
3.18K
$382K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.32KNew |
$176K - $210K
|
2.32K
$279K
|