Latest Institutional Transactions on Invesco ETF Tr Ii Global Clean (PBD)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Global Clean (PBD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.14K- 24.47% |
$139K - $184K
|
28.2K
$461K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-79- 0.22% |
$1.42K - $1.55K
|
35.1K
$575K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
645New |
$11.6K - $12.6K
|
645
$10.6K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
80New |
$1.44K - $1.57K
|
80
$1.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
2.95K+ 35.78% |
$53.1K - $57.8K
|
11.2K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-63.7K- 97.52% |
$1.15M - $1.25M
|
1.62K
$26.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
141New |
$2.54K - $2.76K
|
141
$2.31K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
78New |
$1.4K - $1.53K
|
78
$1.28K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.46K+ 25.67% |
$62.3K - $67.8K
|
17K
$277K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
200New |
$3.64K - $4.33K
|
200
$3.27K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.45K- 41.18% |
$44.6K - $53.1K
|
3.5K
$57.3K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
290New |
$5.28K - $6.28K
|
290
$4.74K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$1.82K - $2.17K
|
100
$1.64K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
48New |
$874 - $1.04K
|
48
$785
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.16K- 2.79% |
$21.1K - $25.1K
|
40.3K
$659K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-175- 1.41% |
$3.09K - $3.69K
|
12.2K
$200K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
770New |
$13.6K - $16.2K
|
770
$12.6K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
256KNew |
$4.52M - $5.4M
|
256K
$4.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
65.2KNew |
$1.15M - $1.38M
|
65.2K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
165New |
$2.91K - $3.48K
|
165
$2.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
2.16K+ 17.04% |
$41K - $54K
|
14.8K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-23.4K- 53.16% |
$445K - $587K
|
20.7K
$338K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
290New |
$5.51K - $7.26K
|
290
$4.74K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.68K- 7.28% |
$50.9K - $67.1K
|
34.1K
$559K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33New |
$627 - $826
|
33
$540
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.1KNew |
$20.9K - $27.5K
|
1.1K
$18K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20New |
$377 - $513
|
20
$327
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.36KClosed |
$82.1K - $112K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-50Closed |
$942 - $1.28K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.66KClosed |
$31.3K - $42.6K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-1.73KClosed |
$32.7K - $44.5K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-430Closed |
$8.1K - $11K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2KNew |
$192K - $261K
|
10.2K
$167K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
13.9KNew |
$261K - $356K
|
13.9K
$227K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
250New |
$4.71K - $6.42K
|
250
$4.09K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 2.94% |
$18.8 - $25.7
|
33
$540
|
|
| Q1 2022 | |||||||
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-95Closed |
$1.95K - $2.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.64KClosed |
$157K - $209K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-4.8K- 8.28% |
$98.7K - $132K
|
53.2K
$870K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.75KClosed |
$56.5K - $75.2K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.24KClosed |
$46.1K - $61.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-106- 92.98% |
$2.18K - $2.9K
|
8
$131
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3Closed |
$61.7 - $82.2
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.49KClosed |
$154K - $205K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-10.6KClosed |
$218K - $290K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-50Closed |
$1.03K - $1.37K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-12.5KClosed |
$256K - $341K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-123Closed |
$2.53K - $3.37K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-720Closed |
$14.8K - $19.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-389Closed |
$10.1K - $12.6K
|
0
$0
|
|