Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PBW)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PBW) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.4K- 15.75% |
$197K - $224K
|
55.4K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-100- 3.24% |
$1.9K - $2.16K
|
2.98K
$57.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.5K+ 25.48% |
$732K - $833K
|
190K
$3.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
357New |
$6.79K - $7.73K
|
357
$6.93K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
351New |
$6.67K - $7.6K
|
351
$6.81K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.7K- 21.52% |
$204K - $233K
|
39.2K
$761K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.34K- 47.76% |
$25.5K - $29.1K
|
1.47K
$28.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-15.2K- 19.47% |
$289K - $328K
|
62.8K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-351- 59.49% |
$6.67K - $7.6K
|
239
$4.64K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.41K+ 10.28% |
$141K - $160K
|
79.4K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
284New |
$5.4K - $6.15K
|
284
$5.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-686- 26.23% |
$13K - $14.8K
|
1.93K
$37.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-970- 49.14% |
$18.4K - $21K
|
1K
$19.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.15K- 6.83% |
$59.9K - $68.1K
|
43K
$833K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
10.6KNew |
$201K - $228K
|
10.6K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.4K+ 60.75% |
$292K - $333K
|
40.7K
$790K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8New |
$152 - $173
|
8
$155
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
135KNew |
$2.57M - $2.93M
|
135K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
28+ 0.79% |
$532 - $606
|
3.58K
$69.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43+ 1.25% |
$817 - $931
|
3.49K
$67.7K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
8.2K+ 6.97% |
$156K - $177K
|
126K
$2.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-2.54K- 53.08% |
$48.3K - $55K
|
2.25K
$43.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.54K- 12.06% |
$29.2K - $33.2K
|
11.2K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.13% |
$19 - $21.6
|
775
$15K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
496+ 59.26% |
$9.43K - $10.7K
|
1.33K
$25.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-348- 1.61% |
$6.62K - $7.53K
|
21.2K
$412K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-161- 55.14% |
$3.06K - $3.48K
|
131
$2.54K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
256New |
$4.87K - $5.54K
|
256
$4.97K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.53K- 3.34% |
$29.2K - $33.2K
|
44.3K
$860K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-71- 0.67% |
$1.35K - $1.54K
|
10.5K
$204K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.99% |
$228 - $260
|
1.22K
$23.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
18.8KNew |
$357K - $406K
|
18.8K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-139- 27.47% |
$2.64K - $3.01K
|
367
$7.12K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-628- 44.6% |
$11.9K - $13.6K
|
780
$15.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
167New |
$3.17K - $3.61K
|
167
$3.24K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.29% |
$19 - $21.6
|
351
$6.81K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-800- 80.0% |
$15.2K - $17.3K
|
200
$3.88K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
125New |
$2.38K - $2.71K
|
125
$2.43K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$197K - $224K
|
10.3K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.25K- 22.64% |
$61.8K - $70.4K
|
11.1K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-545- 62.21% |
$10.4K - $11.8K
|
331
$6.42K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$57 - $64.9
|
3
$58.2
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.6K- 7.1% |
$49.4K - $56.2K
|
34K
$659K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
295New |
$5.61K - $6.38K
|
295
$5.72K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
542+ 2168.0% |
$9.63K - $13K
|
567
$11K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
288New |
$5.12K - $6.91K
|
288
$5.59K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.34% |
$35.5 - $48
|
583
$11.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-59- 22.78% |
$1.05K - $1.42K
|
200
$3.88K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-98- 0.27% |
$1.74K - $2.35K
|
36.8K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-58.7K- 70.19% |
$1.04M - $1.41M
|
25K
$484K
|
|