Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PBE)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PBE) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.88K+ 2.56% |
$121K - $136K
|
75.6K
$5.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.36K- 21.12% |
$471K - $530K
|
27.5K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 1.79% |
$64 - $72
|
55
$3.73K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-16- 0.08% |
$1.02K - $1.15K
|
20.8K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.67K+ 113.16% |
$427K - $480K
|
12.6K
$853K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.2K- 24.4% |
$77.1K - $86.7K
|
3.73K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.15K- 7.93% |
$73.6K - $82.8K
|
13.4K
$906K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
440New |
$28.2K - $31.7K
|
440
$29.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-116- 20.32% |
$7.43K - $8.35K
|
455
$30.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.5K- 14.3% |
$224K - $252K
|
21K
$1.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 0.61% |
$64 - $72
|
164
$11.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-278- 29.32% |
$17.8K - $20K
|
670
$45.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-907- 15.84% |
$58.1K - $65.3K
|
4.82K
$327K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-300- 1.79% |
$19.2K - $21.6K
|
16.5K
$1.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 32.01% |
$96.4K - $108K
|
3.2K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-252- 3.53% |
$16.1K - $18.1K
|
6.89K
$468K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
344+ 1.74% |
$22K - $24.8K
|
20.2K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.91KNew |
$186K - $209K
|
2.91K
$197K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.92KNew |
$187K - $210K
|
2.92K
$198K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-50- 1.32% |
$3.2K - $3.6K
|
3.73K
$253K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-32.5K- 90.25% |
$1.94M - $2.15M
|
3.51K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5K+ 100.0% |
$298K - $331K
|
10K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.02K+ 1347.37% |
$61.1K - $67.7K
|
1.1K
$74.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
325New |
$19.4K - $21.5K
|
325
$22.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
280+ 7.81% |
$16.7K - $18.5K
|
3.86K
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-77- 45.83% |
$4.59K - $5.09K
|
91
$6.18K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-150- 17.65% |
$8.94K - $9.92K
|
700
$47.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-130- 3.47% |
$7.75K - $8.59K
|
3.62K
$245K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
400New |
$23.8K - $26.4K
|
400
$27.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
480New |
$28.6K - $31.7K
|
480
$32.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-226- 71.52% |
$13.5K - $14.9K
|
90
$6.11K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-480- 7.18% |
$28.6K - $31.7K
|
6.2K
$421K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-155- 8.49% |
$9.24K - $10.2K
|
1.67K
$113K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100New |
$6.24K - $6.73K
|
100
$6.79K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.59KNew |
$224K - $241K
|
3.59K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.11KNew |
$256K - $277K
|
4.11K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.07KNew |
$316K - $341K
|
5.07K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.03K- 22.35% |
$126K - $136K
|
7.04K
$478K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-41- 0.41% |
$2.56K - $2.76K
|
10K
$680K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
490New |
$30.6K - $33K
|
490
$33.3K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.39KNew |
$86.4K - $93.2K
|
1.39K
$94K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
190New |
$11.9K - $12.8K
|
190
$12.9K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
637+ 4.23% |
$39.7K - $42.9K
|
15.7K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-81- 2.28% |
$5.05K - $5.45K
|
3.47K
$235K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-99- 2.75% |
$6.18K - $6.66K
|
3.5K
$238K
|
|
| Q4 2023 | |||||||
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-602- 92.76% |
$31.6K - $40.2K
|
47
$3.19K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.58K- 45.91% |
$82.9K - $105K
|
1.86K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.55KNew |
$81.4K - $103K
|
1.55K
$105K
|
|