Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PWB)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PWB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
3.51KNew |
$303K - $412K
|
3.51K
$441K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.02KNew |
$519K - $707K
|
6.02K
$756K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
64.8KNew |
$5.59M - $7.61M
|
64.8K
$8.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
39+ 1.36% |
$3.36K - $4.58K
|
2.9K
$364K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.78KNew |
$153K - $208K
|
1.78K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
4New |
$345 - $470
|
4
$503
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.92KNew |
$165K - $225K
|
1.92K
$241K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.05KNew |
$177K - $241K
|
2.05K
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50.1KNew |
$4.32M - $5.88M
|
50.1K
$6.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24New |
$2.07K - $2.82K
|
24
$3.02K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 3.87% |
$4.31K - $5.87K
|
1.24K
$156K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-364- 11.11% |
$34.4K - $40.3K
|
2.91K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
38New |
$3.59K - $4.21K
|
38
$4.78K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
655+ 8.14% |
$61.9K - $72.5K
|
8.71K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-200- 1.57% |
$18.9K - $22.1K
|
12.5K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-200- 15.5% |
$18.9K - $22.1K
|
1.09K
$137K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50+ 0.34% |
$4.73K - $5.54K
|
15K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
156New |
$14.7K - $17.3K
|
156
$19.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-663- 22.32% |
$62.7K - $73.4K
|
2.31K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
7K+ 238.91% |
$662K - $775K
|
9.93K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-257- 57.24% |
$24.3K - $28.5K
|
192
$24.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7New |
$662 - $775
|
7
$880
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-500- 17.86% |
$47.3K - $55.4K
|
2.3K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
650New |
$61.4K - $72K
|
650
$81.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.57K- 13.95% |
$337K - $395K
|
22K
$2.77M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.93KNew |
$189K - $209K
|
1.93K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.74K+ 206.88% |
$955K - $1.05M
|
14.5K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-520- 34.03% |
$51K - $56.2K
|
1.01K
$127K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-230- 7.14% |
$22.5K - $24.9K
|
2.99K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.05K- 50.0% |
$299K - $330K
|
3.05K
$383K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2+ 0.06% |
$196 - $216
|
3.2K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-45- 1.75% |
$4.41K - $4.86K
|
2.53K
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-464- 13.38% |
$45.5K - $50.2K
|
3K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-55- 4.33% |
$5.39K - $5.95K
|
1.22K
$153K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$490K - $541K
|
5K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$98 - $108
|
2.32K
$291K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350New |
$34.3K - $37.8K
|
350
$44K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.25KNew |
$195K - $223K
|
2.25K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
500New |
$43.4K - $49.5K
|
500
$62.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.55KNew |
$569K - $648K
|
6.55K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.05KNew |
$525K - $598K
|
6.05K
$760K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
44New |
$3.82K - $4.35K
|
44
$5.53K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-550- 4.35% |
$47.8K - $54.4K
|
12.1K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-9.17K- 16.64% |
$796K - $907K
|
45.9K
$5.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-198- 70.71% |
$17.2K - $19.6K
|
82
$10.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-250- 8.29% |
$21.7K - $24.7K
|
2.77K
$348K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1KNew |
$86.9K - $98.9K
|
1K
$126K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.85K- 48.21% |
$247K - $282K
|
3.06K
$385K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.25K+ 2.33% |
$109K - $124K
|
55.1K
$6.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.09K- 1.55% |
$529K - $603K
|
386K
$48.5M
|
|