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 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
25.7KNew |
$1.64M - $1.81M
|
25.7K
$2.72M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.08% |
$128 - $141
|
2.49K
$264K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.2% |
$128 - $141
|
1.01K
$107K
|
|
Q1 2023 | |||||||
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.4KNew |
$612K - $677K
|
10.4K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.2KNew |
$188K - $208K
|
3.2K
$339K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.65K+ 79.98% |
$97.2K - $107K
|
3.71K
$394K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.2K+ 421.05% |
$70.7K - $78.2K
|
1.49K
$158K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
334+ 7.46% |
$19.7K - $21.8K
|
4.81K
$510K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
309+ 0.63% |
$18.2K - $20.1K
|
49.3K
$5.23M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
70+ 0.41% |
$4.12K - $4.56K
|
17.3K
$1.84M
|
|
Q4 2022 | |||||||
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.38KNew |
$190K - $218K
|
3.38K
$359K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.9KNew |
$107K - $123K
|
1.9K
$202K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.82KNew |
$102K - $117K
|
1.82K
$193K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.5K+ 1156.15% |
$84.6K - $97.1K
|
1.63K
$173K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.06KNew |
$59.8K - $68.7K
|
1.06K
$113K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
434New |
$24.4K - $28K
|
434
$46K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
162New |
$9.11K - $10.5K
|
162
$17.2K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
75New |
$4.22K - $4.85K
|
75
$7.96K
|
|
Q3 2022 | |||||||
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
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
640New |
$36.4K - $43.8K
|
640
$67.9K
|
|
Q2 2022 | |||||||
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
|
|
Q1 2022 | |||||||
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
510New |
$33.2K - $41.2K
|
510
$54.1K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.85KNew |
$282K - $316K
|
3.85K
$408K
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.94KNew |
$215K - $241K
|
2.94K
$311K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
711New |
$52K - $58.4K
|
711
$75.4K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
685+ 5.88% |
$50.1K - $56.3K
|
12.3K
$1.31M
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
11.6KNew |
$852K - $921K
|
11.6K
$1.24M
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$7.31K - $7.91K
|
100
$10.6K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
BUY
|
- |
2.8KNew |
$187K - $209K
|
2.8K
$297K
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
299+ 1.38% |
$20K - $22.3K
|
22K
$2.33M
|
|
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
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8New |
$505 - $583
|
8
$849
|
|
Q2 2020 | |||||||
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
BUY
|
- |
740New |
$30.9K - $40.6K
|
740
$78.5K
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
BUY
|
- |
740New |
$30.9K - $40.6K
|
740
$78.5K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.07% |
$41.7 - $54.8
|
1.43K
$151K
|
|
Q1 2020 | |||||||
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2019 | |||||||
Apr 22, 2019
Q1 2019
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.43KNew |
$178K - $210K
|
4.43K
$469K
|
|
Q4 2018 | |||||||
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
30New |
$1.15K - $1.46K
|
30
$3.18K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13.1KNew |
$586K - $633K
|
13.1K
$1.39M
|
|
Oct 03, 2018
Q3 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
331New |
$14.8K - $16K
|
331
$35.1K
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.92KNew |
$80.5K - $90K
|
1.92K
$204K
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$41.9 - $46.8
|
1
$106
|