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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.4K- 13.94% |
$775K - $933K
|
102K
$5.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
641+ 3.96% |
$30.2K - $36.4K
|
16.8K
$944K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.64K+ 3.72% |
$77.5K - $93.3K
|
45.8K
$2.57M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.68K- 64.28% |
$85.3K - $104K
|
933
$52.4K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 66.67% |
$60.9K - $74.1K
|
600
$33.7K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.47K- 2.56% |
$74.5K - $90.6K
|
55.8K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.34K+ 32.48% |
$68.1K - $82.8K
|
5.47K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.67K+ 12.81% |
$288K - $350K
|
49.9K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-346- 8.72% |
$17.6K - $21.4K
|
3.62K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.55K+ 3.38% |
$485K - $589K
|
292K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-450- 18.95% |
$22.9K - $27.8K
|
1.93K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-597- 4.55% |
$30.3K - $36.8K
|
12.5K
$703K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
747+ 13.94% |
$37.9K - $46.1K
|
6.1K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
390+ 2.3% |
$19.8K - $24.1K
|
17.3K
$973K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.86K+ 43.43% |
$501K - $608K
|
32.6K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-222- 4.08% |
$11.3K - $13.7K
|
5.22K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5K- 58.98% |
$254K - $309K
|
3.48K
$195K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-12.7K- 41.95% |
$644K - $783K
|
17.6K
$986K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-150- 0.4% |
$7.62K - $9.26K
|
37.2K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.08KNew |
$309K - $375K
|
6.08K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
11.5KNew |
$586K - $712K
|
11.5K
$648K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.1K+ 624.41% |
$882K - $1.03M
|
18.6K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.7KNew |
$749K - $871K
|
13.7K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.98KNew |
$328K - $381K
|
5.98K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
27KNew |
$1.48M - $1.72M
|
27K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.97K+ 199.46% |
$547K - $636K
|
15K
$840K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1+ 4.55% |
$54.9 - $63.8
|
23
$1.29K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 1.47% |
$110 - $128
|
138
$7.75K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.7KNew |
$423K - $492K
|
7.7K
$433K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
43KNew |
$2.36M - $2.75M
|
43K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100New |
$5.49K - $6.38K
|
100
$5.62K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-331- 2.01% |
$18.2K - $21.1K
|
16.2K
$908K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9.78KNew |
$537K - $624K
|
9.78K
$549K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$14.6K - $16.7K
|
300
$16.8K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3- 0.06% |
$146 - $167
|
5.19K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
417+ 3.48% |
$20.2K - $23.2K
|
12.4K
$696K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.43KNew |
$118K - $135K
|
2.43K
$136K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13New |
$602 - $648
|
13
$730
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.95KNew |
$461K - $496K
|
9.95K
$559K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
151New |
$6.54K - $7.53K
|
151
$8.48K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.38KNew |
$190K - $218K
|
4.38K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43.3 - $49.9
|
1
$56.2
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10.1KNew |
$439K - $505K
|
10.1K
$569K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.9KNew |
$160K - $180K
|
3.9K
$219K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-172- 83.5% |
$7.06K - $7.93K
|
34
$1.91K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.33KNew |
$51.9K - $55.8K
|
1.33K
$74.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.66KNew |
$261K - $280K
|
6.66K
$374K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
23New |
$900 - $968
|
23
$1.29K
|
|
| Q1 2023 | |||||||
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
651New |
$24.9K - $28.6K
|
651
$36.6K
|
|