Iht Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 14,784 shares of PBE stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,784
Previous 15,339 3.62%
Holding current value
$1.15 Million
Previous $983,000 4.98%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$64.0 - $71.44 $35,520 - $39,649
-555 Reduced 3.62%
14,784 $1.03 Million
Q2 2025

Aug 14, 2025
SELL
$56.01 - $65.43 $11,930 - $13,936
-213 Reduced 1.37%
15,339 $983,000
Q1 2025

May 15, 2025
BUY
$63.44 - $70.44 $276,090 - $306,554
4,352 Added 38.86%
15,552 $986,000
Q4 2024

Feb 14, 2025
SELL
$65.93 - $72.24 $60,919 - $66,749
-924 Reduced 7.62%
11,200 $745,000
Q3 2024

Nov 14, 2024
BUY
$64.02 - $71.97 $99,231 - $111,553
1,550 Added 14.66%
12,124 $846,000
Q2 2024

Aug 14, 2024
BUY
$59.62 - $66.11 $334,706 - $371,141
5,614 Added 113.19%
10,574 $685,000
Q1 2024

May 15, 2024
BUY
$62.39 - $67.29 $11,978 - $12,919
192 Added 4.03%
4,960 $321,000
Q4 2023

Feb 14, 2024
BUY
$52.52 - $66.71 $55,618 - $70,645
1,059 Added 28.55%
4,768 $313,000
Q3 2023

Nov 14, 2023
BUY
$57.04 - $64.1 $15,457 - $17,371
271 Added 7.88%
3,709 $211,000
Q2 2023

Aug 14, 2023
SELL
$59.86 - $64.74 $13,468 - $14,566
-225 Reduced 6.14%
3,438 $210,000
Q1 2023

May 15, 2023
BUY
$60.12 - $67.92 $5,410 - $6,112
90 Added 2.52%
3,663 $229,000
Q4 2022

Feb 14, 2023
SELL
$59.25 - $68.03 $22,515 - $25,851
-380 Reduced 9.61%
3,573 $226,000
Q3 2022

Nov 22, 2022
BUY
$56.47 - $66.84 $223,225 - $264,218
3,953 New
3,953 $233,000

Others Institutions Holding PBE

# of Institutions
116
Shares Held
1.05M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PBE Quotes by TradingView
  • Ticker PBE
  • Sector ETFs
  • Industry ETFs
More about PBE
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