Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 20,768 shares of PBE stock, worth $1.62 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
20,768
Previous 20,768 -0.0%
Holding current value
$1.62 Million
Previous $1.33 Million 9.02%
% of portfolio
0.16%
Previous 0.15%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$64.02 - $71.97 $1,024 - $1,151
-16 Reduced 0.08%
20,768 $1.45 Million
Q2 2024

Jul 25, 2024
SELL
$59.62 - $66.11 $9,360 - $10,379
-157 Reduced 0.75%
20,784 $1.35 Million
Q1 2024

Apr 30, 2024
BUY
$62.39 - $67.29 $10,356 - $11,170
166 Added 0.8%
20,941 $1.36 Million
Q3 2023

Oct 13, 2023
SELL
$57.04 - $64.1 $6,559 - $7,371
-115 Reduced 0.55%
20,775 $1.19 Million
Q1 2023

Apr 20, 2023
SELL
$60.12 - $67.92 $16,292 - $18,406
-271 Reduced 1.28%
20,890 $1.31 Million
Q4 2022

Feb 02, 2023
SELL
$59.25 - $68.03 $8,591 - $9,864
-145 Reduced 0.68%
21,161 $1.34 Million
Q3 2022

Oct 18, 2022
SELL
$56.47 - $66.84 $11,294 - $13,368
-200 Reduced 0.93%
21,306 $1.26 Million
Q1 2022

Apr 29, 2022
SELL
$56.78 - $71.43 $908 - $1,142
-16 Reduced 0.07%
21,506 $1.33 Million
Q2 2021

Jul 21, 2021
SELL
$68.81 - $78.81 $2,752 - $3,152
-40 Reduced 0.19%
21,522 $1.66 Million
Q1 2021

May 04, 2021
SELL
$69.5 - $83.81 $12,510 - $15,085
-180 Reduced 0.83%
21,562 $1.59 Million
Q3 2020

Nov 03, 2020
BUY
$53.82 - $62.86 $2,314 - $2,702
43 Added 0.2%
21,742 $1.23 Million
Q2 2020

Jul 30, 2020
BUY
$44.36 - $58.66 $10,823 - $14,313
244 Added 1.14%
21,699 $1.26 Million
Q1 2020

Apr 29, 2020
SELL
$39.7 - $57.41 $25,011 - $36,168
-630 Reduced 2.85%
21,455 $998,000
Q4 2019

Feb 27, 2020
BUY
$46.42 - $56.68 $967,949 - $1.18 Million
20,852 Added 1691.16%
22,085 $1.23 Million
Q4 2019

Jan 27, 2020
SELL
$46.42 - $56.68 $1.01 Million - $1.24 Million
-21,852 Reduced 94.66%
1,233 $1.23 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-430 Reduced 1.83%
23,085 $1.24 Million
Q4 2018

Feb 08, 2019
BUY
N/A
23,515 New
23,515 $1.11 Million

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
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email