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 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
132New |
$4.79K - $6.9K
|
132
$1.95K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
283New |
$10.3K - $14.8K
|
283
$4.17K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31New |
$1.13K - $1.62K
|
31
$457
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150New |
$5.45K - $7.85K
|
150
$2.21K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
35New |
$1.27K - $1.83K
|
35
$516
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1- 2.17% |
$36.3 - $52.3
|
45
$663
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-181- 97.84% |
$6.57K - $9.47K
|
4
$59
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-486- 3.0% |
$17.7K - $25.4K
|
15.7K
$231K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-125- 6.4% |
$4.54K - $6.54K
|
1.83K
$26.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9New |
$327 - $471
|
9
$133
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3New |
$109 - $157
|
3
$44.2
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
120New |
$4.36K - $6.28K
|
120
$1.77K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30New |
$1.09K - $1.57K
|
30
$442
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
374New |
$13.6K - $19.6K
|
374
$5.51K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
155New |
$5.63K - $8.11K
|
155
$2.28K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
404New |
$14.7K - $21.1K
|
404
$5.95K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-240Closed |
$10.9K - $15.6K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.19K- 29.33% |
$281K - $401K
|
14.9K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.32K- 34.51% |
$150K - $215K
|
6.29K
$92.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12- 0.2% |
$544 - $778
|
6.1K
$90K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 1.92% |
$136 - $194
|
159
$2.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
633New |
$28.7K - $41K
|
633
$9.33K
|
|
|
Nov 10, 2022
Q3 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
55+ 0.77% |
$2.5K - $3.57K
|
7.19K
$106K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
722+ 31.46% |
$32.8K - $46.8K
|
3.02K
$44.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Appleton Group, LLC
|
BUY
|
- |
5.05KNew |
$229K - $327K
|
5.05K
$74.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
192New |
$8.71K - $12.4K
|
192
$2.83K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.26K+ 48.3% |
$103K - $147K
|
6.95K
$102K
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-1.73K- 3.04% |
$78.5K - $112K
|
55.3K
$814K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.96% |
$45.4 - $64.8
|
52
$766
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.51K- 8.91% |
$68.3K - $97.6K
|
15.4K
$227K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-262- 39.34% |
$11.9K - $17K
|
404
$5.95K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-536- 78.13% |
$24.3K - $34.7K
|
150
$2.21K
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.93K- 48.61% |
$224K - $320K
|
5.22K
$76.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
44.6KNew |
$2.02M - $2.89M
|
44.6K
$657K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.77K- 60.49% |
$398K - $568K
|
5.73K
$84.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.33KNew |
$196K - $281K
|
4.33K
$63.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
300+ 2.43% |
$13.6K - $19.4K
|
12.6K
$186K
|
|
| Q2 2022 | |||||||
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-152Closed |
$6.41K - $10.4K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
135New |
$5.7K - $9.23K
|
135
$1.99K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
303+ 16.67% |
$12.8K - $20.7K
|
2.12K
$31.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-10KClosed |
$422K - $684K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-485Closed |
$20.5K - $33.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-9.65KClosed |
$407K - $660K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.39K- 12.44% |
$58.8K - $95.3K
|
9.81K
$145K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.64KClosed |
$154K - $249K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.07KClosed |
$298K - $483K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.59KClosed |
$194K - $314K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
15New |
$633 - $1.03K
|
15
$221
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.48KClosed |
$231K - $375K
|
0
$0
|
|