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

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

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 62,351 shares of PRF stock, worth $2.62 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

62,351

Previous 62,515 0.26%

Holding current value

$2.62 Million

Previous $2.54 Million 0.95%

% of portfolio

0.32%

Previous 0.33%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$40.15 - $42.9 $6,584 - $7,035	-164 Reduced 0.26%	62,351 $2.52 Million
Q3 2024 Nov 12, 2024	SELL	$37.33 - $40.63 $895 - $975	-24 Reduced 0.04%	62,515 $2.54 Million
Q2 2024 Jul 25, 2024	SELL	$36.45 - $38.58 $4,774 - $5,053	-131 Reduced 0.21%	62,539 $2.37 Million
Q1 2024 Apr 30, 2024	SELL	$34.62 - $38.47 $10,628 - $11,810	-307 Reduced 0.49%	62,670 $2.41 Million
Q4 2023 Jan 31, 2024	SELL	$30.37 - $35.31 $113,097 - $131,494	-3,724 Reduced 5.58%	62,977 $2.22 Million
Q3 2023 Oct 13, 2023	BUY	$31.76 - $166.28 $1.69 Million - $8.86 Million	53,310 Added 398.1%	66,701 $2.12 Million
Q2 2023 Jul 25, 2023	BUY	$153.31 - $163.65 $153 - $163	1 Added 0.01%	13,391 $2.19 Million
Q1 2023 Apr 20, 2023	SELL	$149.47 - $165.35 $2,242 - $2,480	-15 Reduced 0.11%	13,390 $2.1 Million
Q4 2022 Feb 02, 2023	SELL	$28.1 - $163.61 $1,826 - $10,634	-65 Reduced 0.48%	13,405 $2.08 Million
Q3 2022 Oct 18, 2022	SELL	$27.75 - $164.89 $2,192 - $13,026	-79 Reduced 0.58%	13,470 $1.87 Million
Q2 2022 Jul 25, 2022	SELL	$145.08 - $172.75 $13,782 - $16,411	-95 Reduced 0.7%	13,549 $2.01 Million
Q1 2022 Apr 29, 2022	SELL	$162.0 - $175.48 $11,178 - $12,108	-69 Reduced 0.5%	13,644 $2.33 Million
Q4 2021 Jan 21, 2022	SELL	$159.9 - $171.95 $4,797 - $5,158	-30 Reduced 0.22%	13,713 $2.36 Million
Q2 2021 Jul 21, 2021	SELL	$152.89 - $163.76 $11,925 - $12,773	-78 Reduced 0.56%	13,743 $2.2 Million
Q3 2020 Nov 03, 2020	SELL	$107.02 - $121.04 $27,932 - $31,591	-261 Reduced 1.85%	13,821 $1.57 Million
Q2 2020 Jul 30, 2020	BUY	$88.04 - $119.61 $2,201 - $2,990	25 Added 0.18%	14,082 $1.53 Million
Q1 2020 Apr 29, 2020	SELL	$79.39 - $129.53 $13,813 - $22,538	-174 Reduced 1.22%	14,057 $1.3 Million
Q4 2019 Feb 27, 2020	BUY	$113.69 - $127.09 $1.41 Million - $1.58 Million	12,428 Added 689.3%	14,231 $1.8 Million
Q4 2019 Jan 27, 2020	SELL	$113.69 - $127.09 $1.41 Million - $1.58 Million	-12,427 Reduced 87.33%	1,803 $1.8 Million
Q2 2019 Aug 02, 2019	SELL	$109.09 - $117.73 $56,290 - $60,748	-516 Reduced 3.5%	14,230 $1.66 Million
Q1 2019 May 15, 2019	SELL	$99.95 - $114.36 $20,589 - $23,558	-206 Reduced 1.38%	14,746 $1.67 Million
Q4 2018 Feb 08, 2019	BUY	$95.78 - $119.49 $1.43 Million - $1.79 Million	14,952 New	14,952 $1.52 Million

Others Institutions Holding PRF

# of Institutions

528

Shares Held

131M

Call Options Held

Put Options Held

200

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About INVESCO EXCHANGE-TRADED FD TR

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