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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.64KClosed |
$85.4K - $105K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-175Closed |
$9.94K - $12.5K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-150Closed |
$8.52K - $10.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
22New |
$1.25K - $1.57K
|
22
$1.49K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$11.4K - $14.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.1KClosed |
$62.5K - $78.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.96KClosed |
$168K - $212K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-230Closed |
$13.1K - $16.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$249K - $314K
|
4.39K
$298K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-112Closed |
$6.36K - $8K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-930Closed |
$52.8K - $66.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.85KClosed |
$162K - $204K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
150New |
$8.52K - $10.7K
|
150
$10.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-151Closed |
$8.57K - $10.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100Closed |
$5.68K - $7.14K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
50New |
$2.84K - $3.57K
|
50
$3.39K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.5KClosed |
$142K - $179K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.88KClosed |
$164K - $206K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
638New |
$36.2K - $45.6K
|
638
$43.3K
|
|
| Q4 2021 | |||||||
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
54.5K+ 100.0% |
$3.61M - $4.21M
|
109K
$7.4M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
72New |
$4.76K - $5.57K
|
72
$4.89K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-903Closed |
$59.7K - $69.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-71Closed |
$4.7K - $5.49K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-750Closed |
$49.6K - $58K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
315+ 1.19% |
$20.8K - $24.4K
|
26.8K
$1.82M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-235Closed |
$15.5K - $18.2K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$66.2 - $77.3
|
1
$67.9
|
|
| Q3 2021 | |||||||
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
3.76KNew |
$271K - $300K
|
3.76K
$255K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-500- 9.09% |
$36K - $39.9K
|
5K
$339K
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-25.5K- 98.65% |
$1.75M - $2.01M
|
350
$23.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-100Closed |
$6.88K - $7.88K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.5KNew |
$378K - $433K
|
5.5K
$373K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
213New |
$14.7K - $16.8K
|
213
$14.5K
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-151Closed |
$10.4K - $11.9K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
17New |
$1.17K - $1.34K
|
17
$1.15K
|
|
|
Jul 12, 2021
Q2 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-5.48KClosed |
$377K - $432K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
1KNew |
$69.5K - $83.8K
|
1K
$67.9K
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$6.95K - $8.38K
|
100
$6.79K
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-135Closed |
$9.38K - $11.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.7KClosed |
$95.9K - $124K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4KClosed |
$226K - $291K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
200New |
$11.3K - $14.6K
|
200
$13.6K
|
|
|
Jan 21, 2021
Q4 2020
|
Wbh Advisory Inc
|
SELL
|
- |
-100- 2.77% |
$5.64K - $7.28K
|
3.51K
$238K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-40Closed |
$2.15K - $2.51K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-100Closed |
$5.38K - $6.29K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-500Closed |
$26.9K - $31.4K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
BUY
|
- |
611New |
$32.9K - $38.4K
|
611
$41.5K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
186+ 93.0% |
$8.25K - $10.9K
|
386
$26.2K
|
|
|
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-27KClosed |
$1.2M - $1.58M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-120Closed |
$5.32K - $7.04K
|
0
$0
|
|