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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8New |
$505 - $583
|
8
$849
|
|
| 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
$151K
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-200- 3.01% |
$8.35K - $11K
|
6.44K
$683K
|
|
|
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
$78.5K
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
BUY
|
- |
740New |
$30.9K - $40.6K
|
740
$78.5K
|
|
| 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 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-12.2KClosed |
$455K - $674K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-62.2KClosed |
$2.33M - $3.45M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-17KClosed |
$637K - $944K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Madrona Financial Services, LLC
|
SELL
|
- |
-169KClosed |
$6.33M - $9.37M
|
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
|
|
|
Nov 12, 2019
Q3 2019
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-868Closed |
$41K - $43.6K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-16.8KClosed |
$793K - $843K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-750Closed |
$35.4K - $37.7K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Allworth Financial LP
|
SELL
|
- |
-61Closed |
$2.88K - $3.07K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-480Closed |
$21.8K - $23.5K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-51.1KClosed |
$2.32M - $2.5M
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-333Closed |
$15.1K - $16.3K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.28KClosed |
$253K - $299K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.43KNew |
$178K - $210K
|
4.43K
$469K
|
|
|
Apr 15, 2019
Q1 2019
|
Cmh Wealth Management LLC
|
SELL
|
- |
-86.1KClosed |
$3.47M - $4.1M
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-450Closed |
$18.1K - $21.4K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
30New |
$1.15K - $1.46K
|
30
$3.18K
|
|
|
Feb 13, 2019
Q4 2018
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.61KClosed |
$215K - $272K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.49KClosed |
$172K - $218K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-400Closed |
$15.4K - $19.4K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13.1KNew |
$586K - $633K
|
13.1K
$1.39M
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-684Closed |
$30.6K - $33.1K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-767Closed |
$34.3K - $37.1K
|
0
$0
|
|