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 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
$324K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
685+ 5.88% |
$50.1K - $56.3K
|
12.3K
$1.36M
|
|
|
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
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-76Closed |
$5.56K - $6.01K
|
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 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
$11K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
11.6KNew |
$852K - $921K
|
11.6K
$1.29M
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.55KClosed |
$237K - $264K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
BUY
|
- |
2.8KNew |
$187K - $209K
|
2.8K
$309K
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
299+ 1.38% |
$20K - $22.3K
|
22K
$2.43M
|
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.47KClosed |
$98.3K - $110K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.81KClosed |
$241K - $278K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.32KNew |
$146K - $169K
|
2.32K
$256K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8New |
$505 - $583
|
8
$883
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.2KClosed |
$252K - $285K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.1KClosed |
$667K - $754K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-414Closed |
$22.8K - $27.1K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-100Closed |
$5.51K - $6.55K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-220Closed |
$12.1K - $14.4K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-200Closed |
$11K - $13.1K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.07% |
$41.7 - $54.8
|
1.43K
$158K
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-200- 3.01% |
$8.35K - $11K
|
6.44K
$711K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-128Closed |
$5.34K - $7.02K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-255Closed |
$10.6K - $14K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-155Closed |
$6.47K - $8.5K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
BUY
|
- |
740New |
$30.9K - $40.6K
|
740
$81.7K
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
BUY
|
- |
740New |
$30.9K - $40.6K
|
740
$81.7K
|
|
| Q1 2020 | |||||||
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-13KClosed |
$485K - $719K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-62.2KClosed |
$2.33M - $3.45M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Madrona Financial Services, LLC
|
SELL
|
- |
-169KClosed |
$6.33M - $9.37M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-17KClosed |
$637K - $944K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-930Closed |
$34.8K - $51.6K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-523Closed |
$19.6K - $29K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-11.1KClosed |
$415K - $615K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-61.9KClosed |
$2.9M - $3.2M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-283KClosed |
$13.3M - $14.6M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Founders Financial Securities LLC
|
SELL
|
- |
-46.4KClosed |
$2.18M - $2.39M
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.11KClosed |
$98.9K - $109K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-330Closed |
$15.5K - $17K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Pacific Financial Group Inc
|
SELL
|
- |
-6.47KClosed |
$304K - $334K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.46KClosed |
$69K - $73.4K
|
0
$0
|
|