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

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

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 31,882 shares of PWB stock, worth $3.45 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

31,882

Previous 32,701 2.5%

Holding current value

$3.45 Million

Previous $3.23 Million 0.53%

% of portfolio

0.41%

Previous 0.41%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$98.04 - $108.11 $80,294 - $88,542	-819 Reduced 2.5%	31,882 $3.24 Million
Q3 2024 Nov 12, 2024	SELL	$86.85 - $98.91 $955 - $1,088	-11 Reduced 0.03%	32,701 $3.23 Million
Q2 2024 Jul 25, 2024	SELL	$83.83 - $94.82 $33,951 - $38,402	-405 Reduced 1.22%	32,712 $3.09 Million
Q1 2024 Apr 30, 2024	SELL	$75.84 - $90.45 $5,688 - $6,783	-75 Reduced 0.23%	33,117 $2.96 Million
Q4 2023 Jan 31, 2024	SELL	$65.5 - $77.84 $347,019 - $412,396	-5,298 Reduced 13.76%	33,192 $2.58 Million
Q3 2023 Oct 13, 2023	SELL	$67.34 - $72.31 $5,656 - $6,074	-84 Reduced 0.22%	38,490 $2.61 Million
Q4 2022 Feb 02, 2023	SELL	$56.26 - $64.63 $23,179 - $26,627	-412 Reduced 1.06%	38,574 $2.3 Million
Q3 2022 Oct 18, 2022	SELL	$56.95 - $68.41 $9,966 - $11,971	-175 Reduced 0.45%	38,986 $2.22 Million
Q4 2021 Jan 21, 2022	SELL	$73.2 - $82.12 $29,206 - $32,765	-399 Reduced 1.01%	39,161 $3.16 Million
Q3 2021 Nov 15, 2021	SELL	$73.13 - $79.06 $9,506 - $10,277	-130 Reduced 0.33%	39,560 $2.93 Million
Q1 2021 May 04, 2021	SELL	$63.11 - $72.93 $86,397 - $99,841	-1,369 Reduced 3.33%	39,690 $2.7 Million
Q4 2020 Feb 01, 2021	SELL	$60.08 - $67.91 $132,236 - $149,469	-2,201 Reduced 5.09%	41,059 $2.78 Million
Q3 2020 Nov 03, 2020	SELL	$55.14 - $65.5 $3,694 - $4,388	-67 Reduced 0.15%	43,260 $2.68 Million
Q2 2020 Jul 30, 2020	SELL	$41.73 - $54.82 $1,377 - $1,809	-33 Reduced 0.08%	43,327 $2.37 Million
Q1 2020 Apr 29, 2020	SELL	$37.46 - $55.46 $51,807 - $76,701	-1,383 Reduced 3.09%	43,360 $1.9 Million
Q4 2019 Feb 27, 2020	BUY	$46.94 - $51.63 $1.99 Million - $2.19 Million	42,444 Added 1846.19%	44,743 $2.3 Million
Q4 2019 Jan 27, 2020	SELL	$46.94 - $51.63 $1.99 Million - $2.19 Million	-42,444 Reduced 94.86%	2,299 $2.3 Million
Q2 2019 Aug 02, 2019	SELL	$45.34 - $49.0 $26,070 - $28,175	-575 Reduced 1.27%	44,743 $2.16 Million
Q4 2018 Feb 08, 2019	BUY	$38.42 - $48.53 $1.74 Million - $2.2 Million	45,318 New	45,318 $1.88 Million

Others Institutions Holding PWB

# of Institutions

178

Shares Held

5.96M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PWB
Sector ETFs
Industry ETFs

More about PWB

Track This Portfolio

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.

Account

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