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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.25KNew |
$456K - $519K
|
5.25K
$660K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$8.69K - $9.89K
|
100
$12.6K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-285- 48.31% |
$24.8K - $28.2K
|
305
$38.3K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.13K+ 32.03% |
$179K - $202K
|
8.79K
$1.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.4K- 32.0% |
$117K - $133K
|
2.98K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6KClosed |
$503K - $569K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.6KNew |
$721K - $815K
|
8.6K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
136+ 618.18% |
$11.4K - $12.9K
|
158
$19.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21New |
$1.76K - $1.99K
|
21
$2.64K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.47K- 23.2% |
$207K - $234K
|
8.16K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
722New |
$60.5K - $68.5K
|
722
$90.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.45KNew |
$122K - $138K
|
1.45K
$182K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
712New |
$59.7K - $67.5K
|
712
$89.5K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-10- 3.45% |
$838 - $948
|
280
$35.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
640New |
$53.7K - $60.7K
|
640
$80.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$83.8 - $94.8
|
151
$19K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
250+ 11.05% |
$21K - $23.7K
|
2.51K
$316K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.51KNew |
$211K - $238K
|
2.51K
$316K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
85+ 1.38% |
$7.13K - $8.06K
|
6.24K
$784K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
144New |
$12.1K - $13.7K
|
144
$18.1K
|
|
| Q1 2024 | |||||||
|
Jan 05, 2026
Q1 2024
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-51Closed |
$3.87K - $4.61K
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
870New |
$66K - $78.7K
|
870
$109K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
489+ 5.21% |
$37.1K - $44.2K
|
9.88K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.01K+ 13.94% |
$76.7K - $91.4K
|
8.27K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.5KNew |
$190K - $226K
|
2.5K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
142New |
$10.8K - $12.8K
|
142
$17.8K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.28KNew |
$173K - $206K
|
2.28K
$286K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.01% |
$152 - $181
|
15.8K
$1.99M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.18KNew |
$241K - $288K
|
3.18K
$400K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
602New |
$45.7K - $54.5K
|
602
$75.7K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.32KNew |
$176K - $210K
|
2.32K
$292K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.3KNew |
$175K - $208K
|
2.3K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 0.05% |
$228 - $271
|
6.55K
$823K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
475New |
$36K - $43K
|
475
$59.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
14KNew |
$1.06M - $1.27M
|
14K
$1.76M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 2.12% |
$655 - $778
|
462
$58.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.55KNew |
$233K - $277K
|
3.55K
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
110New |
$7.21K - $8.56K
|
110
$13.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.4KNew |
$749K - $890K
|
11.4K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.15KNew |
$75.3K - $89.5K
|
1.15K
$145K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.14% |
$131 - $156
|
1.4K
$176K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
2.76KNew |
$181K - $215K
|
2.76K
$347K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
782New |
$52.7K - $56.5K
|
782
$98.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-638Closed |
$43K - $46.1K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-415Closed |
$26.5K - $29.3K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.08% |
$128 - $141
|
2.49K
$313K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.13K- 50.0% |
$71.9K - $79.4K
|
1.13K
$141K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.2% |
$128 - $141
|
1.01K
$127K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.46K- 74.49% |
$93.3K - $103K
|
500
$62.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
42.1KNew |
$2.69M - $2.97M
|
42.1K
$5.29M
|
|