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 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-1.61K- 26.95% |
$28.6K - $38.6K
|
4.36K
$133K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-126- 1.21% |
$2.24K - $3.02K
|
10.3K
$313K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
151New |
$2.68K - $3.62K
|
151
$4.61K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
313New |
$5.56K - $7.51K
|
313
$9.55K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
200New |
$3.55K - $4.8K
|
200
$6.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-53- 6.53% |
$942 - $1.27K
|
759
$23.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.19K+ 10.72% |
$56.8K - $76.6K
|
33K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.01K- 9.66% |
$89K - $120K
|
46.9K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-304- 0.3% |
$5.4K - $7.29K
|
99.5K
$3.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.35% |
$35.5 - $48
|
581
$17.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-223K- 99.98% |
$3.97M - $5.35M
|
49
$1.5K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2025
Q2 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-181Closed |
$3.48K - $4.18K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3New |
$57.6 - $69.2
|
3
$91.6
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
164KNew |
$3.14M - $3.77M
|
164K
$4.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.53% |
$19.2 - $23.1
|
188
$5.74K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
157New |
$3.02K - $3.62K
|
157
$4.79K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
625New |
$12K - $14.4K
|
625
$19.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 1.75% |
$19.2 - $23.1
|
58
$1.77K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15New |
$288 - $346
|
15
$458
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
180New |
$3.46K - $4.15K
|
180
$5.49K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
55New |
$1.06K - $1.27K
|
55
$1.68K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
175New |
$3.36K - $4.04K
|
175
$5.34K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-40- 21.05% |
$768 - $923
|
150
$4.58K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.65K- 54.15% |
$31.7K - $38.1K
|
1.4K
$42.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
104+ 53.89% |
$2K - $2.4K
|
297
$9.06K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.18KNew |
$153K - $207K
|
7.18K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
422+ 121.26% |
$8.99K - $12.2K
|
770
$23.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.65K- 14.09% |
$35K - $47.5K
|
10K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
16New |
$341 - $462
|
16
$488
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9.09KNew |
$194K - $263K
|
9.09K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8K+ 75.32% |
$124K - $168K
|
13.5K
$412K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.01KNew |
$64.1K - $86.9K
|
3.01K
$91.8K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-32.5K- 16.24% |
$692K - $939K
|
168K
$5.12M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 0.7% |
$63.9 - $86.7
|
434
$13.2K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 1.47% |
$21.3 - $28.9
|
69
$2.11K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
718+ 8.75% |
$15.3K - $20.8K
|
8.93K
$272K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-37.8K- 37.5% |
$806K - $1.09M
|
63.1K
$1.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-133- 50.0% |
$2.83K - $3.84K
|
133
$4.06K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
102+ 221.74% |
$2.17K - $2.95K
|
148
$4.52K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.26KNew |
$48.1K - $65.3K
|
2.26K
$69K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.61K- 14.62% |
$76.9K - $104K
|
21.1K
$643K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
205New |
$4.37K - $5.92K
|
205
$6.26K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1New |
$24.6 - $30.8
|
1
$30.5
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.59KNew |
$236K - $295K
|
9.59K
$293K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1New |
$24.6 - $30.8
|
1
$30.5
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-35- 83.33% |
$860 - $1.08K
|
7
$214
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
4New |
$98.3 - $123
|
4
$122
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
29.3KNew |
$719K - $901K
|
29.3K
$893K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
22.2KNew |
$546K - $684K
|
22.2K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
143New |
$3.51K - $4.4K
|
143
$4.36K
|
|