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
Feb 10, 2023 Q4 2022
Dividend Assets Capital, LLC

BUY
 -
283
New
$10.3K - $14.8K
283 $5.35K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
212
New
$7.7K - $11.1K
212 $4.01K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
155
New
$5.63K - $8.11K
155 $2.93K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
150
New
$5.45K - $7.85K
150 $2.84K
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
BUY
 -
132
New
$4.79K - $6.9K
132 $2.5K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
120
New
$4.36K - $6.28K
120 $2.27K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
94
New
$3.41K - $4.92K
94 $1.78K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
46
New
$1.67K - $2.41K
46 $870
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
35
New
$1.27K - $1.83K
35 $662
Feb 10, 2023 Q4 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
31
New
$1.13K - $1.62K
31 $586
Jan 24, 2023 Q4 2022
Cordant, Inc.

Portland, OR
BUY
 -
9
New
$327 - $471
9 $170
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
3
New
$109 - $157
3 $56.7
Oct 07, 2024 Q4 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
2
+ 1.55%
$72.6 - $105
131 $2.48K
Q3 2022
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 CALL
44.6K
New
$2.02M - $2.89M
44.6K $843K
Nov 08, 2022 Q3 2022
Appleton Group, LLC

BUY
 -
5.05K
New
$229K - $327K
5.05K $95.5K
Oct 13, 2022 Q3 2022
Gofen & Glossberg LLC

BUY
 -
4.33K
New
$196K - $281K
4.33K $81.9K
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.26K
+ 48.3%
$103K - $147K
6.95K $131K
Nov 09, 2022 Q3 2022
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
722
+ 31.46%
$32.8K - $46.8K
3.02K $57.1K
Nov 14, 2022 Q3 2022
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
633
New
$28.7K - $41K
633 $12K
Oct 12, 2022 Q3 2022
Btr Capital Management Inc

BUY
 -
300
+ 2.43%
$13.6K - $19.4K
12.6K $239K
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
192
New
$8.71K - $12.4K
192 $3.63K
Nov 10, 2022 Q3 2022
Charter Research & Investment Group, Inc.

Southport, CT
BUY
 -
55
+ 0.77%
$2.5K - $3.57K
7.19K $136K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
3
+ 1.92%
$136 - $194
159 $3.01K
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
1
+ 1.96%
$45.4 - $64.8
52 $983
Q2 2022
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
5.79K
New
$244K - $396K
5.79K $110K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
750
New
$31.6K - $51.3K
750 $14.2K
Jul 22, 2022 Q2 2022
Enterprise Trust & Investment CO

BUY
 -
370
New
$15.6K - $25.3K
370 $7K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
303
+ 16.67%
$12.8K - $20.7K
2.12K $40.1K
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
135
New
$5.7K - $9.23K
135 $2.55K
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
104
New
$4.39K - $7.11K
104 $1.97K
Aug 11, 2022 Q2 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
80
New
$3.38K - $5.47K
80 $1.51K
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
26
New
$1.1K - $1.78K
26 $492
Jul 18, 2022 Q2 2022
Harbor Investment Advisory, LLC

BUY
 -
16
+ 133.33%
$675 - $1.09K
28 $529
Aug 12, 2022 Q2 2022
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
15
New
$633 - $1.03K
15 $284
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
13
+ 0.29%
$548 - $889
4.42K $83.6K
Q1 2022
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
132K
New
$6.72M - $9.63M
132K $2.5M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 PUT
6.9K
New
$351K - $503K
6.9K $130K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.76K
+ 596.27%
$89.6K - $128K
2.05K $38.8K
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

BUY
 -
700
+ 212.77%
$35.7K - $51.1K
1.03K $19.5K
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 PUT
200
+ 2.41%
$10.2K - $14.6K
8.5K $161K
Mar 14, 2023 Q1 2022
Private Portfolio Partners LLC

BUY
 -
78
+ 2.53%
$3.97K - $5.69K
3.16K $59.7K
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
15
New
$764 - $1.09K
15 $284
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

BUY
 -
15
New
$764 - $1.09K
15 $284
Apr 28, 2022 Q1 2022
Element Wealth, LLC

BUY
 -
10
+ 37.04%
$509 - $730
37 $700
Q4 2021
Feb 11, 2022 Q4 2021
Hsbc Holdings PLC

London, X0
BUY
 -
2.65K
+ 38.07%
$183K - $253K
9.61K $182K
Feb 11, 2022 Q4 2021
Annapolis Financial Services, LLC

BUY
 -
1.57K
New
$108K - $150K
1.57K $29.7K
Jan 26, 2022 Q4 2021
Eastern Bank

BUY
 -
740
+ 15.01%
$51K - $70.7K
5.67K $107K
Feb 02, 2022 Q4 2021
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
205
+ 80.08%
$14.1K - $19.6K
461 $8.72K
Feb 11, 2022 Q4 2021
Surevest, LLC

Los Angeles, CA
BUY
 -
80
New
$5.51K - $7.64K
80 $1.51K

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