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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.59K+ 261.52% |
$52K - $76.2K
|
3.58K
$109K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
220New |
$4.42K - $6.47K
|
220
$6.71K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.4KNew |
$429K - $629K
|
21.4K
$652K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12.5KNew |
$252K - $369K
|
12.5K
$382K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.73K- 15.12% |
$74.8K - $110K
|
20.9K
$638K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1New |
$20.1 - $29.4
|
1
$30.5
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-100- 55.56% |
$2.01K - $2.94K
|
80
$2.44K
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4+ 0.33% |
$80.4 - $118
|
1.23K
$37.4K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
812KNew |
$16.3M - $23.9M
|
812K
$24.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
10.5KNew |
$211K - $309K
|
10.5K
$320K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
79New |
$1.59K - $2.32K
|
79
$2.41K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-154- 20.92% |
$3.09K - $4.53K
|
582
$17.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.9K+ 167.35% |
$459K - $672K
|
36.5K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.24K- 35.55% |
$45K - $65.9K
|
4.06K
$124K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4- 1.27% |
$80.4 - $118
|
310
$9.46K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-9.92K- 35.65% |
$199K - $292K
|
17.9K
$546K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30+ 55.56% |
$603 - $883
|
84
$2.56K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-307- 0.44% |
$6.17K - $9.03K
|
70.2K
$2.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.19KNew |
$44K - $64.4K
|
2.19K
$66.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
25+ 38.46% |
$502 - $736
|
90
$2.75K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.07K- 8.87% |
$61.7K - $90.4K
|
31.6K
$963K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$284K - $416K
|
14.1K
$431K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-277- 1.6% |
$5.56K - $8.15K
|
17K
$520K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.22% |
$20.1 - $29.4
|
465
$14.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
53.3KNew |
$1.07M - $1.57M
|
53.3K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-148- 1.66% |
$2.97K - $4.35K
|
8.79K
$268K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
22.8KNew |
$459K - $672K
|
22.8K
$697K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6K+ 36.16% |
$121K - $177K
|
22.6K
$690K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-143- 38.86% |
$2.87K - $4.21K
|
225
$6.87K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
8.97KNew |
$180K - $264K
|
8.97K
$274K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
7.05KNew |
$142K - $207K
|
7.05K
$215K
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-337- 3.17% |
$6.77K - $9.91K
|
10.3K
$314K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
316+ 104.29% |
$6.35K - $9.3K
|
619
$18.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
2.03KNew |
$40.9K - $59.8K
|
2.03K
$62.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
8.73KNew |
$175K - $257K
|
8.73K
$266K
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-5.73K- 15.19% |
$115K - $168K
|
32K
$976K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.5K+ 95.27% |
$302K - $455K
|
46.2K
$1.41M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
311New |
$4.17K - $6.29K
|
311
$9.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.17% |
$13.4 - $20.2
|
590
$18K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-360- 4.75% |
$4.83K - $7.28K
|
7.22K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
260New |
$3.49K - $5.26K
|
260
$7.94K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-3.5K- 5.55% |
$46.9K - $70.7K
|
59.6K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.6K+ 1095.89% |
$21.5K - $32.4K
|
1.75K
$53.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
296+ 104.23% |
$3.97K - $5.99K
|
580
$17.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-583- 98.31% |
$7.82K - $11.8K
|
10
$305
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-82- 10.33% |
$1.1K - $1.66K
|
712
$21.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 34.72% |
$1.34K - $2.02K
|
188
$5.74K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 2.85% |
$282 - $425
|
758
$23.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-8- 40.0% |
$107 - $162
|
12
$366
|
|