Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PWB)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PWB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.45KNew |
$122K - $138K
|
1.45K
$154K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.29KNew |
$108K - $122K
|
1.29K
$137K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
722New |
$60.5K - $68.5K
|
722
$76.6K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
712New |
$59.7K - $67.5K
|
712
$75.5K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
640New |
$53.7K - $60.7K
|
640
$67.9K
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
559+ 2.06% |
$46.9K - $53K
|
27.7K
$2.94M
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
250+ 11.05% |
$21K - $23.7K
|
2.51K
$266K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
165+ 4.2% |
$13.8K - $15.6K
|
4.1K
$435K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
144New |
$12.1K - $13.7K
|
144
$15.3K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
140+ 4.27% |
$11.7K - $13.3K
|
3.42K
$363K
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
136+ 618.18% |
$11.4K - $12.9K
|
158
$16.8K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
85+ 1.38% |
$7.13K - $8.06K
|
6.24K
$662K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37+ 1.08% |
$3.1K - $3.51K
|
3.47K
$368K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21New |
$1.76K - $1.99K
|
21
$2.23K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$83.8 - $94.8
|
151
$16K
|
|
Q1 2024 | |||||||
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
14KNew |
$1.06M - $1.27M
|
14K
$1.49M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.99KNew |
$681K - $813K
|
8.99K
$953K
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$379K - $452K
|
5K
$530K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.6KNew |
$273K - $326K
|
3.6K
$382K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.3KNew |
$250K - $298K
|
3.3K
$350K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.18KNew |
$241K - $288K
|
3.18K
$338K
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.5KNew |
$190K - $226K
|
2.5K
$265K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.39KNew |
$181K - $216K
|
2.39K
$254K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.32KNew |
$176K - $210K
|
2.32K
$246K
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.32KNew |
$176K - $210K
|
2.32K
$246K
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.3KNew |
$175K - $208K
|
2.3K
$244K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.28KNew |
$173K - $206K
|
2.28K
$242K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.01K+ 13.94% |
$76.7K - $91.4K
|
8.27K
$877K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
870New |
$66K - $78.7K
|
870
$92.3K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
602New |
$45.7K - $54.5K
|
602
$63.9K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
489+ 5.21% |
$37.1K - $44.2K
|
9.88K
$1.05M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
475New |
$36K - $43K
|
475
$50.4K
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
359+ 11.35% |
$27.2K - $32.5K
|
3.52K
$374K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
142New |
$10.8K - $12.8K
|
142
$15.1K
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.01% |
$152 - $181
|
15.8K
$1.68M
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.0% |
$75.8 - $90.5
|
26K
$2.76M
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.4KNew |
$749K - $890K
|
11.4K
$1.21M
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.55KNew |
$233K - $277K
|
3.55K
$377K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.97KNew |
$195K - $231K
|
2.97K
$315K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.93KNew |
$192K - $228K
|
2.93K
$311K
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.8KNew |
$183K - $218K
|
2.8K
$297K
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
2.76KNew |
$181K - $215K
|
2.76K
$293K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.9KNew |
$124K - $148K
|
1.9K
$202K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.28KNew |
$83.5K - $99.2K
|
1.28K
$135K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.15KNew |
$75.3K - $89.5K
|
1.15K
$122K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
110New |
$7.21K - $8.56K
|
110
$11.7K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2New |
$131 - $156
|
2
$212
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.14% |
$131 - $156
|
1.4K
$149K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
782New |
$52.7K - $56.5K
|
782
$83K
|
|
Q2 2023 | |||||||
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
42.1KNew |
$2.69M - $2.97M
|
42.1K
$4.46M
|