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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-251Closed |
$12.8K - $18.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-110- 91.67% |
$5.6K - $8.03K
|
10
$147
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-23.1KClosed |
$1.18M - $1.68M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-64- 50.0% |
$3.26K - $4.67K
|
64
$943
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.76K+ 596.27% |
$89.6K - $128K
|
2.05K
$30.3K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-500Closed |
$25.5K - $36.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.08KClosed |
$157K - $225K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.26KClosed |
$166K - $238K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15New |
$764 - $1.09K
|
15
$221
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.7KClosed |
$645K - $923K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-40Closed |
$2.04K - $2.92K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-79Closed |
$4.02K - $5.76K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-102KClosed |
$5.19M - $7.44M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.39KClosed |
$70.5K - $101K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
10+ 37.04% |
$509 - $730
|
37
$545
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-100Closed |
$5.09K - $7.3K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-10Closed |
$509 - $730
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-150Closed |
$7.64K - $10.9K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
700+ 212.77% |
$35.7K - $51.1K
|
1.03K
$15.2K
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-79Closed |
$4.02K - $5.76K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-359Closed |
$18.3K - $26.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20Closed |
$1.02K - $1.46K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-28Closed |
$1.43K - $2.04K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Belvedere Trading LLC
|
SELL
|
- |
-11.1KClosed |
$565K - $809K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.9KClosed |
$148K - $212K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-74.2KClosed |
$3.78M - $5.42M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-101Closed |
$5.14K - $7.37K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-259Closed |
$13.2K - $18.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
$156K - $224K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-28.3KClosed |
$1.44M - $2.07M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.05KClosed |
$210K - $291K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-100Closed |
$6.89K - $9.56K
|
0
$0
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.45KClosed |
$169K - $234K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-260Closed |
$17.9K - $24.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-26.3KClosed |
$1.81M - $2.52M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
37New |
$2.55K - $3.54K
|
37
$545
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-17Closed |
$1.17K - $1.62K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
75+ 8.62% |
$5.17K - $7.17K
|
945
$13.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-374Closed |
$25.8K - $35.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-5.37KClosed |
$370K - $513K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.57KNew |
$108K - $150K
|
1.57K
$23.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
80New |
$5.51K - $7.64K
|
80
$1.18K
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.65K+ 38.07% |
$183K - $253K
|
9.61K
$142K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-600Closed |
$41.3K - $57.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-60Closed |
$4.13K - $5.73K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
6New |
$413 - $573
|
6
$88.4
|
|
|
Feb 10, 2022
Q4 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-300- 3.27% |
$20.7K - $28.7K
|
8.87K
$131K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.4KClosed |
$578K - $802K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-19.3KClosed |
$1.33M - $1.84M
|
0
$0
|
|