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 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-40.3K- 35.76% |
$3.06M - $3.64M
|
72.4K
$6.84M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.8K- 2.15% |
$1.2M - $1.43M
|
718K
$67.8M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.3KClosed |
$779K - $930K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.2K- 23.76% |
$771K - $919K
|
32.6K
$3.08M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.88K- 5.87% |
$522K - $622K
|
110K
$10.4M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.88K- 48.87% |
$446K - $532K
|
6.15K
$581K
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
SELL
|
- |
-5.86K- 14.39% |
$445K - $530K
|
34.9K
$3.3M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.3K- 83.3% |
$402K - $479K
|
1.06K
$100K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.9K- 9.7% |
$296K - $353K
|
36.3K
$3.43M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.14K- 2.65% |
$238K - $284K
|
116K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.98K- 0.52% |
$150K - $179K
|
377K
$35.6M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.87K- 29.52% |
$142K - $169K
|
4.46K
$421K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.78K- 0.82% |
$135K - $161K
|
216K
$20.4M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.36K- 7.32% |
$103K - $123K
|
17.3K
$1.63M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.34K- 1.24% |
$101K - $121K
|
107K
$10.1M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.28K- 10.57% |
$97.1K - $116K
|
10.8K
$1.02M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-889- 1.17% |
$67.4K - $80.4K
|
74.8K
$7.06M
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-833- 11.98% |
$63.2K - $75.3K
|
6.12K
$578K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-752- 1.37% |
$57K - $68K
|
54.3K
$5.13M
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-700- 18.04% |
$53.1K - $63.3K
|
3.18K
$300K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-687- 3.28% |
$52.1K - $62.1K
|
20.3K
$1.91M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-450- 60.81% |
$34.1K - $40.7K
|
290
$27.4K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-305- 3.88% |
$23.1K - $27.6K
|
7.55K
$713K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-230- 56.1% |
$17.4K - $20.8K
|
180
$17K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-175- 0.19% |
$13.3K - $15.8K
|
90.2K
$8.52M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-173- 0.32% |
$13.1K - $15.6K
|
53.7K
$5.07M
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-86- 0.34% |
$6.52K - $7.78K
|
24.8K
$2.35M
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-75- 0.23% |
$5.69K - $6.78K
|
33.1K
$3.13M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-69- 0.33% |
$5.23K - $6.24K
|
20.9K
$1.97M
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 3.67% |
$3.79K - $4.52K
|
1.31K
$124K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-49- 1.15% |
$3.72K - $4.43K
|
4.2K
$397K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-45- 0.54% |
$3.41K - $4.07K
|
8.31K
$785K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.74% |
$1.9K - $2.26K
|
3.37K
$319K
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-23- 0.69% |
$1.74K - $2.08K
|
3.3K
$311K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-4- 0.67% |
$303 - $362
|
592
$55.9K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 0.05% |
$228 - $271
|
6.55K
$619K
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2- 0.01% |
$152 - $181
|
20.9K
$1.97M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.17% |
$75.8 - $90.5
|
592
$55.9K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 0.66% |
$75.8 - $90.5
|
150
$14.2K
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-28.9K- 99.82% |
$1.89M - $2.25M
|
53
$5.01K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.37K- 1.43% |
$220K - $262K
|
232K
$21.9M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 10.63% |
$114K - $135K
|
14.6K
$1.38M
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.27K- 27.52% |
$82.9K - $98.5K
|
3.34K
$315K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-794- 31.76% |
$52K - $61.8K
|
1.71K
$161K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-209- 1.54% |
$13.7K - $16.3K
|
13.4K
$1.26M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26- 8.07% |
$1.7K - $2.02K
|
296
$28K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 2.12% |
$655 - $778
|
462
$43.6K
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1- 0.24% |
$65.5 - $77.8
|
412
$38.9K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-638Closed |
$43K - $46.1K
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-300- 13.46% |
$20.2K - $21.7K
|
1.93K
$182K
|