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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-300- 1.79% |
$19.2K - $21.6K
|
16.5K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 32.01% |
$96.4K - $108K
|
3.2K
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-252- 3.53% |
$16.1K - $18.1K
|
6.89K
$536K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
344+ 1.74% |
$22K - $24.8K
|
20.2K
$1.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.91KNew |
$186K - $209K
|
2.91K
$226K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.92KNew |
$187K - $210K
|
2.92K
$227K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.04K+ 59.63% |
$181K - $201K
|
8.14K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-32.5K- 90.25% |
$1.94M - $2.15M
|
3.51K
$273K
|
|
|
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
|
Assetmark, Inc
|
BUY
|
- |
325New |
$19.4K - $21.5K
|
325
$25.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-130- 3.47% |
$7.75K - $8.59K
|
3.62K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-77- 45.83% |
$4.59K - $5.09K
|
91
$7.08K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
400New |
$23.8K - $26.4K
|
400
$31.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
480New |
$28.6K - $31.7K
|
480
$37.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-226- 71.52% |
$13.5K - $14.9K
|
90
$7K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-480- 7.18% |
$28.6K - $31.7K
|
6.2K
$482K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-155- 8.49% |
$9.24K - $10.2K
|
1.67K
$130K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100New |
$6.24K - $6.73K
|
100
$7.78K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.59KNew |
$224K - $241K
|
3.59K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.03K- 22.35% |
$126K - $136K
|
7.04K
$547K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.07KNew |
$316K - $341K
|
5.07K
$394K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
490New |
$30.6K - $33K
|
490
$38.1K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
190New |
$11.9K - $12.8K
|
190
$14.8K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
637+ 4.23% |
$39.7K - $42.9K
|
15.7K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-81- 2.28% |
$5.05K - $5.45K
|
3.47K
$269K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-99- 2.75% |
$6.18K - $6.66K
|
3.5K
$272K
|
|
| Q4 2023 | |||||||
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-602- 92.76% |
$31.6K - $40.2K
|
47
$3.66K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.58K- 45.91% |
$82.9K - $105K
|
1.86K
$145K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.48K- 14.43% |
$77.5K - $98.4K
|
8.75K
$680K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
600New |
$31.5K - $40K
|
600
$46.7K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-392- 2.53% |
$22.4K - $25.1K
|
15.1K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5.7K - $6.41K
|
100
$7.78K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-398- 99.5% |
$22.7K - $25.5K
|
2
$156
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
160New |
$9.13K - $10.3K
|
160
$12.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
26New |
$1.48K - $1.67K
|
26
$2.02K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
8New |
$479 - $518
|
8
$622
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
750New |
$45.1K - $50.9K
|
750
$58.3K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.55KNew |
$93.4K - $106K
|
1.55K
$121K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10- 1.23% |
$601 - $679
|
800
$62.2K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.45KNew |
$87.2K - $98.5K
|
1.45K
$113K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
244New |
$14.7K - $16.6K
|
244
$19K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-405- 96.66% |
$24.3K - $27.5K
|
14
$1.09K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
125New |
$7.52K - $8.49K
|
125
$9.72K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
670New |
$40.3K - $45.5K
|
670
$52.1K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
13New |
$770 - $884
|
13
$1.01K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.18KNew |
$188K - $216K
|
3.18K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150+ 100.0% |
$8.89K - $10.2K
|
300
$23.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
109New |
$6.46K - $7.42K
|
109
$8.48K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.29KNew |
$313K - $360K
|
5.29K
$411K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
89New |
$5.27K - $6.05K
|
89
$6.92K
|
|