Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PBE)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PBE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
160New |
$9.13K - $10.3K
|
160
$10.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5.7K - $6.41K
|
100
$6.55K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
26New |
$1.48K - $1.67K
|
26
$1.7K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
8New |
$479 - $518
|
8
$524
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.82KNew |
$230K - $259K
|
3.82K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.55KNew |
$93.4K - $106K
|
1.55K
$102K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.45KNew |
$87.2K - $98.5K
|
1.45K
$95K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
750New |
$45.1K - $50.9K
|
750
$49.1K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
670New |
$40.3K - $45.5K
|
670
$43.9K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
244New |
$14.7K - $16.6K
|
244
$16K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
125New |
$7.52K - $8.49K
|
125
$8.19K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.29KNew |
$313K - $360K
|
5.29K
$347K
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
3.3KNew |
$196K - $224K
|
3.3K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.18KNew |
$188K - $216K
|
3.18K
$208K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
516New |
$30.6K - $35.1K
|
516
$33.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
263New |
$15.6K - $17.9K
|
263
$17.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150+ 100.0% |
$8.89K - $10.2K
|
300
$19.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
109New |
$6.46K - $7.42K
|
109
$7.14K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
89New |
$5.27K - $6.05K
|
89
$5.83K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
50New |
$2.96K - $3.4K
|
50
$3.28K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
19New |
$1.13K - $1.29K
|
19
$1.25K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
13New |
$770 - $884
|
13
$852
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2New |
$119 - $136
|
2
$131
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
355New |
$20K - $23.7K
|
355
$23.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
25+ 55.56% |
$1.41K - $1.67K
|
70
$4.59K
|
|
| Q2 2022 | |||||||
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.48KNew |
$181K - $223K
|
3.48K
$228K
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.48KNew |
$181K - $223K
|
3.48K
$228K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
300New |
$15.6K - $19.2K
|
300
$19.7K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
156New |
$8.13K - $10K
|
156
$10.2K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$249K - $314K
|
4.39K
$288K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
638New |
$36.2K - $45.6K
|
638
$41.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
150New |
$8.52K - $10.7K
|
150
$9.83K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
50New |
$2.84K - $3.57K
|
50
$3.28K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
22New |
$1.25K - $1.57K
|
22
$1.44K
|
|
| Q4 2021 | |||||||
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
54.5K+ 100.0% |
$3.61M - $4.21M
|
109K
$7.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
315+ 1.19% |
$20.8K - $24.4K
|
26.8K
$1.76M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
72New |
$4.76K - $5.57K
|
72
$4.72K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$66.2 - $77.3
|
1
$65.5
|
|
| Q3 2021 | |||||||
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
3.76KNew |
$271K - $300K
|
3.76K
$247K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.5KNew |
$378K - $433K
|
5.5K
$360K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
213New |
$14.7K - $16.8K
|
213
$14K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
17New |
$1.17K - $1.34K
|
17
$1.11K
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
1KNew |
$69.5K - $83.8K
|
1K
$65.5K
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$6.95K - $8.38K
|
100
$6.55K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
200New |
$11.3K - $14.6K
|
200
$13.1K
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
BUY
|
- |
611New |
$32.9K - $38.4K
|
611
$40K
|
|
| Q2 2020 | |||||||
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
775New |
$34.4K - $45.5K
|
775
$50.8K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
186+ 93.0% |
$8.25K - $10.9K
|
386
$25.3K
|
|
| Q1 2020 | |||||||
|
Apr 08, 2020
Q1 2020
|
Tsfg, LLC
|
BUY
|
- |
200New |
$7.94K - $11.5K
|
200
$13.1K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
150New |
$6.96K - $8.5K
|
150
$9.83K
|
|