Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PBW)

PBW Quotes by TradingView

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
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
175
New
$3.36K - $4.04K
175 $5.34K
Aug 07, 2024 Q2 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
157
New
$3.02K - $3.62K
157 $4.79K
Jul 09, 2024 Q2 2024
Cwm, LLC

BUY
 -
104
+ 53.89%
$2K - $2.4K
297 $9.06K
Jul 25, 2024 Q2 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
55
New
$1.06K - $1.27K
55 $1.68K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
15
New
$288 - $346
15 $458
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
3
New
$57.6 - $69.2
3 $91.6
Aug 08, 2024 Q2 2024
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
1
+ 0.53%
$19.2 - $23.1
188 $5.74K
Jul 31, 2024 Q2 2024
Lindbrook Capital, LLC

BUY
 -
1
+ 1.75%
$19.2 - $23.1
58 $1.77K
Q1 2024
May 14, 2024 Q1 2024
Exodus Point Capital Management, LP

New York, NY
BUY
 -
9.09K
New
$194K - $263K
9.09K $277K
May 16, 2024 Q1 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
7.18K
New
$153K - $207K
7.18K $219K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
3.01K
New
$64.1K - $86.9K
3.01K $91.8K
Apr 22, 2024 Q1 2024
Accordant Advisory Group Inc

Annapolis, MD
BUY
 -
2.26K
New
$48.1K - $65.3K
2.26K $69K
May 03, 2024 Q1 2024
Commerce Bank

Kansas City, MO
BUY
 -
718
+ 8.75%
$15.3K - $20.8K
8.93K $272K
May 15, 2024 Q1 2024
Barclays PLC

London, X0
BUY
 -
422
+ 121.26%
$8.99K - $12.2K
770 $23.5K
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
205
New
$4.37K - $5.92K
205 $6.26K
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
May 14, 2024 Q1 2024
Main Street Group, LTD

Glen Allen, VA
BUY
 -
16
New
$341 - $462
16 $488
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
Q4 2023
Jan 08, 2024 Q4 2023
Arlington Financial Advisors, LLC

BUY
 -
171K
New
$4.19M - $5.26M
171K $5.21M
Feb 14, 2024 Q4 2023
Prelude Capital Management, LLC

New York, NY
BUY
 -
29.3K
New
$719K - $901K
29.3K $893K
Feb 14, 2024 Q4 2023
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
22.2K
New
$546K - $684K
22.2K $678K
Feb 14, 2024 Q4 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
21K
New
$515K - $646K
21K $640K
Jan 25, 2024 Q4 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
9.74K
+ 26.51%
$239K - $300K
46.5K $1.42M
Nov 14, 2024 Q4 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
9.59K
New
$236K - $295K
9.59K $293K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
9.17K
New
$225K - $282K
9.17K $280K
Feb 07, 2024 Q4 2023
Summit Place Financial Advisors, LLC

BUY
 -
9K
New
$221K - $277K
9K $275K
Jan 23, 2024 Q4 2023
All Season Financial Advisors, Inc.

BUY
 -
8.55K
New
$210K - $263K
8.55K $261K
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
7.88K
New
$193K - $242K
7.88K $240K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
7.36K
New
$181K - $227K
7.36K $225K
Jan 23, 2024 Q4 2023
Umb Bank, N.A.

BUY
 -
347
+ 187.57%
$8.53K - $10.7K
532 $16.2K
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 PUT
300
+ 37.5%
$7.37K - $9.24K
1.1K $33.6K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
143
New
$3.51K - $4.4K
143 $4.36K
Feb 09, 2024 Q4 2023
Sachetta, LLC

Lynnfield, MA
BUY
 -
100
New
$2.46K - $3.08K
100 $3.05K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
50
New
$1.23K - $1.54K
50 $1.53K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
40
New
$983 - $1.23K
40 $1.22K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
25
New
$614 - $770
25 $763
Mar 22, 2024 Q4 2023
Livelsberger Financial Advisory

Ashland, OH
BUY
 -
4
New
$98.3 - $123
4 $122
Dec 12, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
1
New
$24.6 - $30.8
1 $30.5
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
1
New
$24.6 - $30.8
1 $30.5
Q3 2023
Nov 13, 2023 Q3 2023
Fil LTD

Hamilton, D0
BUY
 -
19.1K
New
$594K - $833K
19.1K $582K
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
10.2K
New
$318K - $446K
10.2K $312K
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
9.83K
+ 36.54%
$306K - $430K
36.7K $1.12M
Nov 14, 2023 Q3 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
6.3K
+ 84.56%
$196K - $275K
13.7K $420K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
2.33K
New
$72.5K - $102K
2.33K $71K
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
1.75K
+ 8.28%
$54.5K - $76.4K
22.9K $698K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.7K
+ 22.16%
$52.9K - $74.2K
9.37K $286K
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
323
New
$10.1K - $14.1K
323 $9.86K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
218
New
$6.79K - $9.53K
218 $6.65K

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