Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-12.2K- 29.03% |
$300K - $376K
|
29.9K
$609K
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.05K- 33.13% |
$124K - $155K
|
10.2K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-4.8K- 23.3% |
$118K - $148K
|
15.8K
$322K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.45K- 30.52% |
$109K - $137K
|
10.1K
$206K
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.27K- 13.87% |
$55.7K - $69.8K
|
14.1K
$287K
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-945- 10.36% |
$23.2K - $29.1K
|
8.18K
$167K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-880- 72.49% |
$21.6K - $27.1K
|
334
$6.81K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-350- 50.0% |
$8.6K - $10.8K
|
350
$7.13K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-157- 79.29% |
$3.86K - $4.83K
|
41
$836
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-35- 83.33% |
$860 - $1.08K
|
7
$143
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-28- 19.31% |
$688 - $862
|
117
$2.38K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20- 2.62% |
$491 - $616
|
744
$15.2K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-11.2K- 10.05% |
$350K - $490K
|
100K
$2.05M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.73K- 36.67% |
$116K - $163K
|
6.45K
$131K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.32K- 13.67% |
$41.2K - $57.8K
|
8.36K
$170K
|
|
Nov 07, 2023
Q3 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-989- 12.81% |
$30.8K - $43.2K
|
6.73K
$137K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-645- 8.03% |
$20.1K - $28.2K
|
7.38K
$150K
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-638- 8.46% |
$19.9K - $27.9K
|
6.9K
$141K
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-618- 6.03% |
$19.3K - $27K
|
9.63K
$196K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-262- 3.25% |
$8.16K - $11.4K
|
7.8K
$159K
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-190- 2.63% |
$5.92K - $8.3K
|
7.04K
$143K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-144- 8.46% |
$4.49K - $6.29K
|
1.56K
$31.8K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 42.31% |
$1.37K - $1.92K
|
60
$1.22K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30- 27.78% |
$935 - $1.31K
|
78
$1.59K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-20- 24.1% |
$623 - $874
|
63
$1.28K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 7.14% |
$31.2 - $43.7
|
13
$265
|
|
Q2 2023 | |||||||
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-5.71KClosed |
$194K - $233K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-400- 1.64% |
$13.6K - $16.3K
|
24K
$489K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-360- 28.57% |
$12.3K - $14.7K
|
900
$18.3K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-219- 2.62% |
$7.45K - $8.95K
|
8.13K
$166K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-100- 57.14% |
$3.4K - $4.09K
|
75
$1.53K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-93- 3.49% |
$3.16K - $3.8K
|
2.57K
$52.3K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-4.87K- 3.58% |
$177K - $235K
|
131K
$2.67M
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-635Closed |
$23.1K - $30.6K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-414- 2.83% |
$15K - $20K
|
14.2K
$290K
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-250- 79.37% |
$9.08K - $12.1K
|
65
$1.32K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-248- 13.09% |
$9K - $12K
|
1.65K
$33.6K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-236- 76.13% |
$8.57K - $11.4K
|
74
$1.51K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-139- 99.29% |
$5.05K - $6.7K
|
1
$20.4
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-3.2K- 61.54% |
$116K - $167K
|
2K
$40.8K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-486- 3.0% |
$17.7K - $25.4K
|
15.7K
$320K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-181- 97.84% |
$6.57K - $9.47K
|
4
$81.5
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-125- 6.4% |
$4.54K - $6.54K
|
1.83K
$37.2K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-21- 0.99% |
$763 - $1.1K
|
2.1K
$42.8K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1- 2.17% |
$36.3 - $52.3
|
45
$917
|
|
Q3 2022 | |||||||
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.77K- 60.49% |
$398K - $568K
|
5.73K
$117K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.19K- 29.33% |
$281K - $401K
|
14.9K
$304K
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.93K- 48.61% |
$224K - $320K
|
5.22K
$106K
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.32K- 34.51% |
$150K - $215K
|
6.29K
$128K
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-1.73K- 3.04% |
$78.5K - $112K
|
55.3K
$1.13M
|