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 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-100Closed |
$6.89K - $9.56K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
205+ 80.08% |
$14.1K - $19.6K
|
461
$6.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-10.8KClosed |
$741K - $1.03M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-2.81KClosed |
$193K - $268K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-76Closed |
$5.23K - $7.26K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-51- 77.27% |
$3.51K - $4.87K
|
15
$221
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-108KClosed |
$7.42M - $10.3M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
740+ 15.01% |
$51K - $70.7K
|
5.67K
$83.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-302Closed |
$20.8K - $28.9K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-305Closed |
$21K - $29.1K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.59KClosed |
$179K - $248K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-300Closed |
$20.7K - $28.7K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-59.6KClosed |
$4.11M - $5.7M
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-5.11KClosed |
$352K - $489K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.74KClosed |
$189K - $262K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-200Closed |
$14.7K - $18.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.5KClosed |
$110K - $138K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
723+ 7.78% |
$53.1K - $66.7K
|
10K
$148K
|
|
|
Nov 12, 2021
Q3 2021
|
Point Break Capital Management, LLC
Miami, FL |
SELL
|
- |
-15.1KClosed |
$1.11M - $1.39M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14.8KClosed |
$1.09M - $1.36M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.48KClosed |
$182K - $229K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-11.7KClosed |
$859K - $1.08M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.41KClosed |
$177K - $223K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-2.54KClosed |
$186K - $234K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-10K- 71.43% |
$735K - $922K
|
4K
$59K
|
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-110KClosed |
$8.09M - $10.1M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.37KClosed |
$174K - $218K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-36Closed |
$2.65K - $3.32K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
SELL
|
- |
-4.62KClosed |
$340K - $426K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
231+ 1215.79% |
$17K - $21.3K
|
250
$3.69K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-37Closed |
$2.72K - $3.41K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-47Closed |
$3.45K - $4.33K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.02KClosed |
$222K - $278K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-150Closed |
$11K - $13.8K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-64.2KClosed |
$4.72M - $5.92M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-180Closed |
$13.2K - $16.6K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.51KClosed |
$184K - $231K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.88KClosed |
$212K - $266K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.34KClosed |
$172K - $215K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-12Closed |
$882 - $1.11K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.69KClosed |
$198K - $248K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
418New |
$30.7K - $38.6K
|
418
$6.16K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.26KClosed |
$166K - $209K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
SELL
|
- |
-5KClosed |
$368K - $461K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-17.9KClosed |
$1.31M - $1.65M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.34KClosed |
$98.5K - $124K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.77KClosed |
$203K - $255K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.2KClosed |
$162K - $203K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
142+ 197.22% |
$10.2K - $14.1K
|
214
$3.15K
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.74KClosed |
$197K - $272K
|
0
$0
|
|