Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-51.4K- 11.92% |
$4.86M - $5.69M
|
380K
$37.8M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15K- 70.19% |
$1.41M - $1.66M
|
6.36K
$633K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.4K- 80.58% |
$982K - $1.15M
|
2.5K
$249K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.91K- 35.28% |
$747K - $876K
|
14.5K
$1.44M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.76K- 57.88% |
$544K - $637K
|
4.19K
$417K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.97K- 4.71% |
$469K - $550K
|
101K
$10M
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.57K- 13.95% |
$337K - $395K
|
22K
$2.19M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.28K- 1.59% |
$310K - $363K
|
203K
$20.2M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.94K- 2.8% |
$278K - $326K
|
102K
$10.2M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.53K- 4.98% |
$239K - $280K
|
48.2K
$4.8M
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.95K- 2.01% |
$184K - $216K
|
94.9K
$9.45M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.93K- 2.03% |
$183K - $214K
|
93.3K
$9.29M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.77K- 2.23% |
$167K - $195K
|
77.3K
$7.7M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 26.14% |
$125K - $146K
|
3.73K
$371K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.12K- 14.03% |
$106K - $124K
|
6.84K
$681K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.01K- 0.89% |
$95.4K - $112K
|
112K
$11.2M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-962- 6.19% |
$90.9K - $107K
|
14.6K
$1.45M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-865- 2.45% |
$81.7K - $95.8K
|
34.4K
$3.42M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-676- 1.01% |
$63.9K - $74.8K
|
66.3K
$6.6M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-663- 22.32% |
$62.7K - $73.4K
|
2.31K
$230K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-507- 0.99% |
$47.9K - $56.1K
|
50.8K
$5.06M
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-500- 17.86% |
$47.3K - $55.4K
|
2.3K
$229K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-469- 4.35% |
$44.3K - $51.9K
|
10.3K
$1.03M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-450- 10.04% |
$42.5K - $49.8K
|
4.03K
$401K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-439- 0.85% |
$41.5K - $48.6K
|
51.1K
$5.08M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-393- 1.22% |
$37.1K - $43.5K
|
31.7K
$3.16M
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-364- 11.11% |
$34.4K - $40.3K
|
2.91K
$290K
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-361- 0.9% |
$34.1K - $40K
|
39.8K
$3.96M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-257- 57.24% |
$24.3K - $28.5K
|
192
$19.1K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-200- 1.57% |
$18.9K - $22.1K
|
12.5K
$1.25M
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-200- 15.5% |
$18.9K - $22.1K
|
1.09K
$109K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-186- 3.98% |
$17.6K - $20.6K
|
4.49K
$447K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-146- 3.56% |
$13.8K - $16.2K
|
3.95K
$394K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-110- 1.6% |
$10.4K - $12.2K
|
6.75K
$672K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-105- 1.01% |
$9.92K - $11.6K
|
10.3K
$1.03M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-83- 1.96% |
$7.84K - $9.19K
|
4.15K
$413K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-74- 0.56% |
$6.99K - $8.19K
|
13.1K
$1.3M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35- 2.54% |
$3.31K - $3.87K
|
1.35K
$134K
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-25- 0.41% |
$2.36K - $2.77K
|
6.04K
$601K
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-24- 0.91% |
$2.27K - $2.66K
|
2.61K
$260K
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-8- 0.11% |
$756 - $886
|
6.98K
$695K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7- 0.02% |
$662 - $775
|
31.9K
$3.17M
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3- 0.01% |
$284 - $332
|
20.6K
$2.05M
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-2- 0.06% |
$189 - $221
|
3.08K
$307K
|
|
Q4 2024 | |||||||
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.65K- 50.87% |
$553K - $610K
|
5.45K
$543K
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.05K- 50.0% |
$299K - $330K
|
3.05K
$304K
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-1.67K- 35.52% |
$164K - $181K
|
3.04K
$302K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-850- 4.79% |
$83.3K - $91.9K
|
16.9K
$1.68M
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-545- 0.32% |
$53.4K - $58.9K
|
168K
$16.7M
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-544- 2.55% |
$53.3K - $58.8K
|
20.8K
$2.07M
|