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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
125New |
$8.98K - $12.4K
|
125
$2.57K
|
|
|
Aug 06, 2021
Q2 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.51KClosed |
$180K - $249K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-97Closed |
$6.96K - $9.63K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
94New |
$6.75K - $9.33K
|
94
$1.93K
|
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.3KClosed |
$237K - $327K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
227New |
$16.3K - $22.5K
|
227
$4.66K
|
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
36New |
$2.58K - $3.57K
|
36
$740
|
|
|
Jul 28, 2021
Q2 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-26.6KClosed |
$1.91M - $2.64M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-6.4KClosed |
$459K - $635K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.02KClosed |
$289K - $399K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-25Closed |
$1.8K - $2.48K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-5.55KClosed |
$399K - $551K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-20KClosed |
$1.44M - $1.98M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-18.4KClosed |
$1.32M - $1.83M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-3.08KClosed |
$221K - $306K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
75New |
$5.39K - $7.44K
|
75
$1.54K
|
|
| Q1 2021 | |||||||
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.05KClosed |
$183K - $279K
|
0
$0
|
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-23- 88.46% |
$2.05K - $3.13K
|
3
$61.7
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-840Closed |
$74.8K - $114K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.96KClosed |
$175K - $267K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-400Closed |
$35.6K - $54.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
- |
-67KClosed |
$5.96M - $9.11M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-2KClosed |
$178K - $272K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 11.11% |
$891 - $1.36K
|
100
$2.06K
|
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 15.09% |
$3.12K - $4.76K
|
197
$4.05K
|
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.7KClosed |
$151K - $231K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-26.1KClosed |
$2.32M - $3.55M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-5Closed |
$445 - $680
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-147KClosed |
$13.1M - $20M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-409Closed |
$36.4K - $55.6K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Connable Office Inc
|
SELL
|
- |
-2.93KClosed |
$261K - $398K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.85KClosed |
$432K - $659K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-78KClosed |
$6.94M - $10.6M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-10KClosed |
$891K - $1.36M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
360 Financial, Inc.
|
SELL
|
- |
-2.15KClosed |
$192K - $293K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
7New |
$623 - $952
|
7
$144
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
CALL |
-100Closed |
$8.91K - $13.6K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
BUY
|
- |
425New |
$37.9K - $57.8K
|
425
$8.73K
|
|
| Q4 2020 | |||||||
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$25K - $43.5K
|
400
$8.22K
|
|
|
Feb 19, 2021
Q4 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
220New |
$13.7K - $23.9K
|
220
$4.52K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-970Closed |
$60.6K - $105K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1K- 91.32% |
$62.5K - $109K
|
95
$1.95K
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
BUY
|
- |
46New |
$2.87K - $5K
|
46
$945
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-243Closed |
$9.95K - $14.8K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5KNew |
$205K - $304K
|
5K
$103K
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
BUY
|
- |
210New |
$8.6K - $12.8K
|
210
$4.32K
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-15.4KClosed |
$631K - $936K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3K- 54.74% |
$73.8K - $122K
|
2.48K
$51K
|
|
|
Aug 11, 2020
Q2 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-105Closed |
$2.59K - $4.27K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-367Closed |
$9.04K - $14.9K
|
0
$0
|
|