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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
29New |
$551 - $628
|
29
$491
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
463New |
$8.8K - $10K
|
463
$7.83K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.5% |
$19 - $21.6
|
201
$3.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-290K- 60.89% |
$5.5M - $6.27M
|
186K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.2K- 41.38% |
$289K - $329K
|
21.5K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.68K- 29.56% |
$165K - $188K
|
20.7K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-175K- 87.61% |
$3.32M - $3.78M
|
24.7K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.69KNew |
$127K - $145K
|
6.69K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-268- 33.33% |
$5.09K - $5.8K
|
536
$9.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.7K+ 25.43% |
$393K - $447K
|
102K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-678- 5.19% |
$12.9K - $14.7K
|
12.4K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$356K - $405K
|
18.7K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.5KNew |
$28.5K - $32.5K
|
1.5K
$25.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.3K- 1.8% |
$310K - $353K
|
888K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$226K - $257K
|
11.9K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6+ 1.03% |
$114 - $130
|
589
$9.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
10.6K+ 134.18% |
$202K - $229K
|
18.5K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
199New |
$3.78K - $4.31K
|
199
$3.37K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.32K- 8.14% |
$120K - $137K
|
71.3K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
165+ 5.26% |
$3.14K - $3.57K
|
3.3K
$55.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-160- 53.33% |
$3.04K - $3.46K
|
140
$2.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.34KNew |
$25.5K - $29K
|
1.34K
$22.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
20New |
$380 - $433
|
20
$338
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75+ 0.41% |
$1.43K - $1.62K
|
18.2K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.3K- 96.61% |
$81.7K - $93K
|
151
$2.55K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19K+ 76.08% |
$361K - $411K
|
43.9K
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.26K- 25.72% |
$81K - $92.2K
|
12.3K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.12K- 12.34% |
$21.3K - $24.2K
|
7.96K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-76- 3.54% |
$1.44K - $1.64K
|
2.07K
$35K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80+ 0.56% |
$1.52K - $1.73K
|
14.4K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-37- 7.41% |
$703 - $801
|
462
$7.82K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
219KNew |
$4.16M - $4.74M
|
219K
$3.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
699New |
$13.3K - $15.1K
|
699
$11.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.58K- 24.35% |
$29.9K - $34.1K
|
4.89K
$82.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
772+ 136.16% |
$14.7K - $16.7K
|
1.34K
$22.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.2K- 54.16% |
$364K - $415K
|
16.2K
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.33% |
$19 - $21.6
|
44
$744
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
86.5K+ 22.62% |
$1.64M - $1.87M
|
469K
$7.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.5K- 39.99% |
$466K - $531K
|
36.8K
$623K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
351New |
$6.67K - $7.6K
|
351
$5.94K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
357New |
$6.79K - $7.73K
|
357
$6.04K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.5K+ 25.48% |
$732K - $833K
|
190K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.4K- 15.75% |
$197K - $224K
|
55.4K
$937K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-100- 3.24% |
$1.9K - $2.16K
|
2.98K
$50.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-15.2K- 19.47% |
$289K - $328K
|
62.8K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-351- 59.49% |
$6.67K - $7.6K
|
239
$4.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.41K+ 10.28% |
$141K - $160K
|
79.4K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
284New |
$5.4K - $6.15K
|
284
$4.81K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.7K- 21.52% |
$204K - $233K
|
39.2K
$663K
|