Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PBW)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PBW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
9KNew |
$221K - $277K
|
9K
$170K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
8.55KNew |
$210K - $263K
|
8.55K
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.88KNew |
$193K - $242K
|
7.88K
$149K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7.36KNew |
$181K - $227K
|
7.36K
$139K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.27KNew |
$31.2K - $39.1K
|
1.27K
$24K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
347+ 187.57% |
$8.53K - $10.7K
|
532
$10.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
300+ 37.5% |
$7.37K - $9.24K
|
1.1K
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
143New |
$3.51K - $4.4K
|
143
$2.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
100New |
$2.46K - $3.08K
|
100
$1.89K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50New |
$1.23K - $1.54K
|
50
$946
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
40New |
$983 - $1.23K
|
40
$756
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25New |
$614 - $770
|
25
$473
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
4New |
$98.3 - $123
|
4
$75.6
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1New |
$24.6 - $30.8
|
1
$18.9
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1New |
$24.6 - $30.8
|
1
$18.9
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
19.1KNew |
$594K - $833K
|
19.1K
$361K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.2KNew |
$318K - $446K
|
10.2K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.83K+ 36.54% |
$306K - $430K
|
36.7K
$694K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.3K+ 84.56% |
$196K - $275K
|
13.7K
$260K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.33KNew |
$72.5K - $102K
|
2.33K
$44K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.75K+ 8.28% |
$54.5K - $76.4K
|
22.9K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 22.16% |
$52.9K - $74.2K
|
9.37K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
323New |
$10.1K - $14.1K
|
323
$6.11K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
218New |
$6.79K - $9.53K
|
218
$4.12K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
195New |
$6.07K - $8.52K
|
195
$3.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
74New |
$2.31K - $3.23K
|
74
$1.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
71New |
$2.21K - $3.1K
|
71
$1.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.74% |
$93.4 - $131
|
410
$7.75K
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
16.2K+ 331.99% |
$552K - $663K
|
21.1K
$399K
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
11.8K+ 45.46% |
$401K - $482K
|
37.7K
$714K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
385+ 116.67% |
$13.1K - $15.7K
|
715
$13.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
220New |
$7.49K - $8.99K
|
220
$4.16K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
200New |
$6.81K - $8.17K
|
200
$3.78K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
74+ 1.01% |
$2.52K - $3.02K
|
7.37K
$139K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27New |
$919 - $1.1K
|
27
$511
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
27New |
$919 - $1.1K
|
27
$511
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.8KNew |
$1.01M - $1.34M
|
27.8K
$526K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
9.13KNew |
$331K - $440K
|
9.13K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.6KNew |
$203K - $270K
|
5.6K
$106K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.17K+ 1298.89% |
$42.4K - $56.4K
|
1.26K
$23.8K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
872+ 872.0% |
$31.7K - $42K
|
972
$18.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
180New |
$6.53K - $8.68K
|
180
$3.4K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
124New |
$4.5K - $5.98K
|
124
$2.34K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
74New |
$2.69K - $3.57K
|
74
$1.4K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
70New |
$2.54K - $3.37K
|
70
$1.32K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
46New |
$1.67K - $2.22K
|
46
$870
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
36New |
$1.31K - $1.74K
|
36
$681
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.39KNew |
$232K - $334K
|
6.39K
$121K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
404New |
$14.7K - $21.1K
|
404
$7.64K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
374New |
$13.6K - $19.6K
|
374
$7.07K
|
|