Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PBP)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PBP) 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
|
Amundi
Paris, I0 |
SELL
|
- |
-13.3K- 16.54% |
$282K - $306K
|
67.3K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
41+ 2.54% |
$866 - $941
|
1.66K
$38.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
143New |
$3.02K - $3.28K
|
143
$3.31K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65New |
$1.37K - $1.49K
|
65
$1.51K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.34K+ 2.03% |
$28.3K - $30.8K
|
67.4K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.64K- 15.82% |
$98K - $106K
|
24.7K
$572K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 44.44% |
$2.11K - $2.29K
|
325
$7.53K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
590New |
$12.5K - $13.5K
|
590
$13.7K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
108New |
$2.36K - $2.43K
|
108
$2.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-935- 6.63% |
$20.4K - $21.1K
|
13.2K
$305K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
500New |
$10.9K - $11.3K
|
500
$11.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-199- 2.58% |
$4.35K - $4.49K
|
7.5K
$174K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-540- 49.63% |
$11.8K - $12.2K
|
548
$12.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-776- 27.02% |
$16.7K - $17.4K
|
2.1K
$48.5K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
556+ 3.77% |
$12K - $12.5K
|
15.3K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
13New |
$280 - $292
|
13
$301
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
52.6KNew |
$1.13M - $1.18M
|
52.6K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.25K+ 7.39% |
$91.6K - $95.5K
|
61.8K
$1.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
20.6KNew |
$445K - $463K
|
20.6K
$477K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6KNew |
$124K - $131K
|
6K
$139K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-72- 2.58% |
$1.49K - $1.57K
|
2.72K
$62.9K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1KNew |
$21.2K - $22.4K
|
1K
$23.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.3K+ 5.67% |
$48.9K - $51.5K
|
42.9K
$993K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.14K- 11.36% |
$45.4K - $47.8K
|
16.7K
$386K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 3.52% |
$191 - $201
|
265
$6.14K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-103- 0.98% |
$2.19K - $2.3K
|
10.4K
$242K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$212 - $224
|
10
$232
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$21.2 - $22.1
|
1
$23.2
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-412- 69.59% |
$8.71K - $9.11K
|
180
$4.17K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.55KNew |
$32.7K - $34.2K
|
1.55K
$35.8K
|
|
| Q1 2023 | |||||||
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.59KClosed |
$51.9K - $55.1K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-561- 98.25% |
$11.2K - $11.9K
|
10
$232
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
25.2K+ 18.43% |
$505K - $536K
|
162K
$3.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
187New |
$3.75K - $3.98K
|
187
$4.33K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-22.3KClosed |
$423K - $461K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.51KNew |
$85.5K - $93K
|
4.51K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
52.3KNew |
$991K - $1.08M
|
52.3K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-24K- 40.61% |
$456K - $496K
|
35.1K
$814K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
500New |
$9.48K - $10.3K
|
500
$11.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.27K+ 100.0% |
$43K - $46.8K
|
4.53K
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
181KNew |
$3.43M - $3.73M
|
181K
$4.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.9K+ 59.79% |
$206K - $224K
|
29K
$672K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$9.48K - $10.3K
|
500
$11.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9KNew |
$36K - $39.2K
|
1.9K
$44K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.2KNew |
$22.8K - $24.8K
|
1.2K
$27.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
255+ 1.25% |
$4.83K - $5.26K
|
20.7K
$480K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
15KNew |
$284K - $309K
|
15K
$347K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.7KNew |
$392K - $446K
|
20.7K
$480K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22.3KClosed |
$422K - $480K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13New |
$246 - $280
|
13
$301
|
|