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 |
---|---|---|---|---|---|---|---|
Jul 27, 2021
Q2 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-6.4KClosed |
$459K - $635K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-6.32KClosed |
$454K - $628K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-5.55KClosed |
$399K - $551K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.41KClosed |
$389K - $537K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.02KClosed |
$289K - $399K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.62KClosed |
$260K - $360K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.3KClosed |
$237K - $327K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-3.08KClosed |
$221K - $306K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.74KClosed |
$197K - $272K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.63KClosed |
$189K - $261K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.51KClosed |
$180K - $249K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.86KClosed |
$134K - $185K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-554Closed |
$39.8K - $55K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-122Closed |
$8.76K - $12.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-97Closed |
$6.96K - $9.63K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-25Closed |
$1.8K - $2.48K
|
0
$0
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-147KClosed |
$13.1M - $20M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-78KClosed |
$6.94M - $10.6M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
- |
-67KClosed |
$5.96M - $9.11M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-26.1KClosed |
$2.32M - $3.55M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-10KClosed |
$891K - $1.36M
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.85KClosed |
$432K - $659K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Connable Office Inc
|
SELL
|
- |
-2.93KClosed |
$261K - $398K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
360 Financial, Inc.
|
SELL
|
- |
-2.15KClosed |
$192K - $293K
|
0
$0
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.05KClosed |
$183K - $279K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-2KClosed |
$178K - $272K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.96KClosed |
$175K - $267K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.7KClosed |
$151K - $231K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-840Closed |
$74.8K - $114K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-409Closed |
$36.4K - $55.6K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-400Closed |
$35.6K - $54.4K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
CALL |
-100Closed |
$8.91K - $13.6K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 15.09% |
$3.12K - $4.76K
|
197
$2.9K
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-23- 88.46% |
$2.05K - $3.13K
|
3
$44.2
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-5Closed |
$445 - $680
|
0
$0
|
|
Q4 2020 | |||||||
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1K- 91.32% |
$62.5K - $109K
|
95
$1.4K
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-970Closed |
$60.6K - $105K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-15.4KClosed |
$631K - $936K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-243Closed |
$9.95K - $14.8K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3K- 54.74% |
$73.8K - $122K
|
2.48K
$36.6K
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-367Closed |
$9.04K - $14.9K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-200Closed |
$4.92K - $8.13K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-105Closed |
$2.59K - $4.27K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-40KClosed |
$915K - $1.79M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-36.5KClosed |
$834K - $1.63M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-5.92KClosed |
$135K - $265K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-320Closed |
$7.32K - $14.3K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-40Closed |
$915 - $1.79K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 03, 2020
Q4 2019
|
Calton & Associates, Inc.
|
SELL
|
- |
-11.6KClosed |
$326K - $396K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-5K- 35.71% |
$141K - $171K
|
9K
$133K
|