Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 40,030 shares of PFM stock, worth $2.03 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

40,030

Previous 40,300 0.67%

Holding current value

$2.03 Million

Previous $1.84 Million 4.56%

% of portfolio

0.22%

Previous 0.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$41.05 - $48.17 $11,083 - $13,005	-270 Reduced 0.67%	40,030 $1.93 Million
Q4 2024 Jan 23, 2025	SELL	$45.72 - $48.2 $8,229 - $8,676	-180 Reduced 0.44%	40,300 $1.85 Million
Q4 2023 Jan 31, 2024	SELL	$35.25 - $39.92 $4,582 - $5,189	-130 Reduced 0.32%	40,480 $1.61 Million
Q3 2023 Oct 13, 2023	SELL	$36.49 - $39.21 $4,196 - $4,509	-115 Reduced 0.28%	40,610 $1.48 Million
Q4 2022 Feb 02, 2023	SELL	$32.48 - $38.02 $6,008 - $7,033	-185 Reduced 0.45%	40,725 $1.49 Million
Q2 2021 Jul 21, 2021	SELL	$34.79 - $36.84 $1,217 - $1,289	-35 Reduced 0.09%	40,910 $1.48 Million
Q1 2021 May 04, 2021	SELL	$32.09 - $34.8 $6,418 - $6,959	-200 Reduced 0.49%	40,945 $1.42 Million
Q3 2020 Nov 03, 2020	SELL	$28.15 - $31.61 $28,150 - $31,610	-1,000 Reduced 2.37%	41,145 $1.25 Million
Q2 2020 Jul 30, 2020	BUY	$23.79 - $29.99 $4,758 - $5,998	200 Added 0.48%	42,145 $1.19 Million
Q1 2020 Apr 29, 2020	SELL	$21.35 - $31.73 $11,849 - $17,610	-555 Reduced 1.31%	41,945 $1.03 Million
Q4 2019 Feb 27, 2020	BUY	$28.8 - $30.86 $1.19 Million - $1.27 Million	41,195 Added 3156.7%	42,500 $1.31 Million
Q4 2019 Jan 27, 2020	SELL	$28.8 - $30.86 $1.19 Million - $1.28 Million	-41,395 Reduced 96.94%	1,305 $1.31 Million
Q2 2019 Aug 02, 2019	SELL	$27.08 - $29.03 $32,360 - $34,690	-1,195 Reduced 2.72%	42,700 $1.23 Million
Q4 2018 Feb 08, 2019	BUY	$23.52 - $27.72 $1.03 Million - $1.22 Million	43,895 New	43,895 $1.08 Million

Others Institutions Holding PFM

# of Institutions

143

Shares Held

9.11M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
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Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History