Latest Institutional Transactions on Invesco ETF Tr Ii Purebeta 0 5 (PBTP)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Purebeta 0 5 (PBTP) 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 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
585+ 3.28% |
$14.2K - $14.6K
|
18.4K
$472K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.85K- 85.74% |
$167K - $171K
|
1.14K
$29.2K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-38.6K- 64.62% |
$940K - $964K
|
21.1K
$542K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-55.5K- 26.68% |
$1.35M - $1.39M
|
153K
$3.91M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
461New |
$11.2K - $11.5K
|
461
$11.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$48.7 - $49.9
|
9.61K
$247K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.47KNew |
$84.6K - $86.2K
|
3.47K
$89K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
196KNew |
$4.79M - $4.88M
|
196K
$5.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
2+ 0.02% |
$48.8 - $49.7
|
12.1K
$309K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.87K+ 32.39% |
$70.1K - $71.4K
|
11.7K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.12K- 6.92% |
$51.7K - $52.7K
|
28.5K
$731K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.49KNew |
$85.2K - $86.8K
|
3.49K
$89.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.2KNew |
$346K - $353K
|
14.2K
$364K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-14.4K- 37.63% |
$350K - $357K
|
23.8K
$611K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4New |
$97.6 - $99.4
|
4
$103
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.84KNew |
$216K - $220K
|
8.84K
$227K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-15.5K- 16.13% |
$378K - $386K
|
80.7K
$2.07M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
59.4K+ 14.33% |
$1.45M - $1.54M
|
474K
$12.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18New |
$438 - $468
|
18
$462
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
5.92KNew |
$151K - $156K
|
5.92K
$152K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
726New |
$18.5K - $19.2K
|
726
$18.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
1.49K+ 0.38% |
$37.9K - $39.2K
|
389K
$9.97M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
600New |
$15.3K - $15.8K
|
600
$15.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.01KClosed |
$230K - $238K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
202New |
$5.26K - $5.42K
|
202
$5.18K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-3.8KClosed |
$99K - $102K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.15KClosed |
$212K - $219K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-16.6KClosed |
$432K - $445K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
172+ 36.91% |
$4.55K - $4.64K
|
638
$16.4K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
44New |
$1.15K - $1.17K
|
44
$1.13K
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
SELL
|
- |
-104Closed |
$2.69K - $2.73K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-33.4KClosed |
$800K - $845K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$24.8 - $25.2
|
1
$25.7
|
|