Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PFI)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PFI) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.48KNew |
$465K - $541K
|
8.48K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-37- 0.28% |
$2.03K - $2.36K
|
13.1K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33+ 0.09% |
$1.81K - $2.11K
|
37.3K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
492+ 0.87% |
$27K - $31.4K
|
57.3K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-288- 6.76% |
$15.8K - $18.4K
|
3.97K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
27KNew |
$1.48M - $1.72M
|
27K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.7KNew |
$749K - $871K
|
13.7K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.97K+ 199.46% |
$547K - $636K
|
15K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.98KNew |
$328K - $381K
|
5.98K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.67K+ 11.8% |
$256K - $298K
|
44.2K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49+ 0.91% |
$2.69K - $3.13K
|
5.44K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1+ 4.55% |
$54.9 - $63.8
|
23
$1.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.13KNew |
$227K - $264K
|
4.13K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12.2K+ 4.51% |
$669K - $778K
|
283K
$16.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.29K+ 11.23% |
$126K - $146K
|
22.7K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-100- 0.55% |
$5.49K - $6.38K
|
18K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
55+ 0.33% |
$3.02K - $3.51K
|
16.9K
$989K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.36KNew |
$294K - $342K
|
5.36K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
258+ 330.77% |
$14.2K - $16.5K
|
336
$19.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 1.47% |
$110 - $128
|
138
$8.05K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
43KNew |
$2.36M - $2.75M
|
43K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.7KNew |
$423K - $492K
|
7.7K
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-234- 0.6% |
$12.8K - $14.9K
|
38.6K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100New |
$5.49K - $6.38K
|
100
$5.83K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-948- 3.04% |
$52K - $60.5K
|
30.2K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-907- 0.76% |
$49.8K - $57.9K
|
119K
$6.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-331- 2.01% |
$18.2K - $21.1K
|
16.2K
$944K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9.78KNew |
$537K - $624K
|
9.78K
$570K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$14.6K - $16.7K
|
300
$17.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
417+ 3.48% |
$20.2K - $23.2K
|
12.4K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3- 0.06% |
$146 - $167
|
5.19K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.38KNew |
$115K - $132K
|
2.38K
$139K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.43KNew |
$118K - $135K
|
2.43K
$142K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13New |
$602 - $648
|
13
$758
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.95KNew |
$461K - $496K
|
9.95K
$580K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
151New |
$6.54K - $7.53K
|
151
$8.81K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.38KNew |
$190K - $218K
|
4.38K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43.3 - $49.9
|
1
$58.3
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10.1KNew |
$439K - $505K
|
10.1K
$591K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.9KNew |
$160K - $180K
|
3.9K
$228K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-172- 83.5% |
$7.06K - $7.93K
|
34
$1.98K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.33KNew |
$51.9K - $55.8K
|
1.33K
$77.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.66KNew |
$261K - $280K
|
6.66K
$389K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
23New |
$900 - $968
|
23
$1.34K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13New |
$496 - $571
|
13
$758
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-340- 18.76% |
$13K - $14.9K
|
1.47K
$85.9K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-3- 0.03% |
$115 - $132
|
8.6K
$502K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-210- 6.69% |
$8.02K - $9.23K
|
2.93K
$171K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-16.7KClosed |
$636K - $732K
|
0
$0
|
|