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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
75New |
$4.22K - $4.85K
|
75
$7.96K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
162New |
$9.11K - $10.5K
|
162
$17.2K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
640New |
$36.4K - $43.8K
|
640
$67.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-22- 0.33% |
$1.25K - $1.51K
|
6.56K
$696K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.51KNew |
$200K - $240K
|
3.51K
$373K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.72K+ 32.23% |
$97.8K - $118K
|
7.05K
$748K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3Closed |
$170 - $220
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.16KClosed |
$179K - $232K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-715Closed |
$40.5K - $52.4K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-224Closed |
$12.7K - $16.4K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
7.25KNew |
$411K - $531K
|
7.25K
$770K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
834+ 4.37% |
$47.3K - $61.1K
|
19.9K
$2.11M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-69Closed |
$3.91K - $5.05K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-7Closed |
$397 - $513
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-796- 57.98% |
$45.1K - $58.3K
|
577
$61.2K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.59KClosed |
$298K - $371K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.02KClosed |
$66.5K - $82.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
510New |
$33.2K - $41.2K
|
510
$54.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-400Closed |
$26K - $32.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-205Closed |
$13.3K - $16.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.77KClosed |
$180K - $224K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-92.1KClosed |
$5.99M - $7.45M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.27KClosed |
$538K - $668K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.6KClosed |
$884K - $1.1M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.9KClosed |
$189K - $235K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
711New |
$52K - $58.4K
|
711
$75.4K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-540Closed |
$39.5K - $44.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-540Closed |
$39.5K - $44.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.85KNew |
$282K - $316K
|
3.85K
$408K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-154KClosed |
$11.3M - $12.7M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-69Closed |
$5.05K - $5.67K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-7.6KClosed |
$556K - $624K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-525Closed |
$38.4K - $43.1K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.94KNew |
$215K - $241K
|
2.94K
$311K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
685+ 5.88% |
$50.1K - $56.3K
|
12.3K
$1.31M
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-7.05KClosed |
$516K - $579K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-595Closed |
$43.5K - $47K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.27KClosed |
$239K - $259K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-634Closed |
$46.4K - $50.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-138Closed |
$10.1K - $10.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-76Closed |
$5.56K - $6.01K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-118Closed |
$8.63K - $9.33K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$7.31K - $7.91K
|
100
$10.6K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
11.6KNew |
$852K - $921K
|
11.6K
$1.24M
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
BUY
|
- |
2.8KNew |
$187K - $209K
|
2.8K
$297K
|
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.55KClosed |
$237K - $264K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
299+ 1.38% |
$20K - $22.3K
|
22K
$2.33M
|
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.47KClosed |
$98.3K - $110K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.32KNew |
$146K - $169K
|
2.32K
$246K
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.81KClosed |
$241K - $278K
|
0
$0
|
|