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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
25.2K+ 18.43% |
$505K - $536K
|
162K
$3.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
187New |
$3.75K - $3.98K
|
187
$4.23K
|
|
| 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 Asset Management LLC
Richmond, VA |
BUY
|
- |
52.3KNew |
$991K - $1.08M
|
52.3K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.51KNew |
$85.5K - $93K
|
4.51K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
500New |
$9.48K - $10.3K
|
500
$11.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-24K- 40.61% |
$456K - $496K
|
35.1K
$796K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
181KNew |
$3.43M - $3.73M
|
181K
$4.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.27K+ 100.0% |
$43K - $46.8K
|
4.53K
$103K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$9.48K - $10.3K
|
500
$11.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9KNew |
$36K - $39.2K
|
1.9K
$43K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.2KNew |
$22.8K - $24.8K
|
1.2K
$27.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
255+ 1.25% |
$4.83K - $5.26K
|
20.7K
$469K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
15KNew |
$284K - $309K
|
15K
$339K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.7KNew |
$392K - $446K
|
20.7K
$470K
|
|
|
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
$294
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
390+ 25.83% |
$7.37K - $8.39K
|
1.9K
$43K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
91New |
$1.72K - $1.96K
|
91
$2.06K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
4.63K+ 13.55% |
$87.5K - $99.5K
|
38.8K
$878K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.3K+ 260.46% |
$687K - $781K
|
50.3K
$1.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.09K- 8.29% |
$58.5K - $66.5K
|
34.2K
$775K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39.8KClosed |
$804K - $932K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11.5KClosed |
$233K - $270K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
26.9KNew |
$543K - $630K
|
26.9K
$610K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-19- 6.13% |
$383 - $444
|
291
$6.59K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-200Closed |
$4.04K - $4.68K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-296KClosed |
$5.98M - $6.93M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$22.2K - $25.7K
|
1.1K
$24.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
71New |
$1.43K - $1.66K
|
71
$1.61K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7New |
$141 - $164
|
7
$158
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-61.1KClosed |
$1.23M - $1.43M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-656Closed |
$13.2K - $15.3K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-12.3KClosed |
$247K - $287K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-402- 66.01% |
$8.73K - $9.37K
|
207
$4.69K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-673Closed |
$14.6K - $15.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-9.89KClosed |
$215K - $231K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-189KClosed |
$4.11M - $4.41M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-712Closed |
$15.5K - $16.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-848Closed |
$18.4K - $19.8K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-390Closed |
$8.79K - $9.48K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
673New |
$15.2K - $16.4K
|
673
$15.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-400- 30.77% |
$9.02K - $9.72K
|
900
$20.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-237KClosed |
$5.34M - $5.76M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-117KClosed |
$2.63M - $2.84M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-317- 2.15% |
$7.15K - $7.71K
|
14.4K
$326K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
92New |
$2.07K - $2.24K
|
92
$2.08K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-66Closed |
$1.46K - $1.55K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-95Closed |
$2.03K - $2.16K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-18KClosed |
$385K - $409K
|
0
$0
|
|