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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.97KNew |
$215K - $248K
|
4.97K
$243K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
151New |
$6.54K - $7.53K
|
151
$7.37K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22New |
$953 - $1.1K
|
22
$1.07K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-254- 2.08% |
$11K - $12.7K
|
12K
$584K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.2K+ 114.72% |
$917K - $1.06M
|
39.6K
$1.93M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.74K- 7.64% |
$205K - $236K
|
57.3K
$2.8M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.24K- 15.46% |
$53.5K - $61.6K
|
6.75K
$330K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.36KNew |
$362K - $417K
|
8.36K
$408K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
266K+ 11602.62% |
$11.5M - $13.3M
|
268K
$13.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.38KNew |
$190K - $218K
|
4.38K
$214K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
563+ 4.3% |
$24.4K - $28.1K
|
13.7K
$667K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.46K+ 8.73% |
$63K - $72.6K
|
18.1K
$885K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.8K+ 693.25% |
$729K - $839K
|
19.3K
$941K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43.3 - $49.9
|
1
$48.8
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27KNew |
$1.17M - $1.35M
|
27K
$1.32M
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.61K+ 74.34% |
$69.9K - $80.5K
|
3.79K
$185K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$43.3 - $49.9
|
5.23K
$255K
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
16.6KNew |
$718K - $827K
|
16.6K
$810K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
142K+ 1789.28% |
$6.14M - $7.07M
|
150K
$7.31M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10.1KNew |
$439K - $505K
|
10.1K
$495K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.7K+ 465.2% |
$942K - $1.08M
|
26.4K
$1.29M
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
26.4KNew |
$1.14M - $1.32M
|
26.4K
$1.29M
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-36- 0.21% |
$1.56K - $1.8K
|
16.8K
$821K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.89KNew |
$230K - $267K
|
5.89K
$287K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
138New |
$5.39K - $6.25K
|
138
$6.74K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-412- 75.46% |
$16.1K - $18.7K
|
134
$6.54K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.9KNew |
$160K - $180K
|
3.9K
$190K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-172- 83.5% |
$7.06K - $7.93K
|
34
$1.66K
|
|
Q2 2023 | |||||||
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.33KNew |
$51.9K - $55.8K
|
1.33K
$64.8K
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.66KNew |
$261K - $280K
|
6.66K
$325K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
23New |
$900 - $968
|
23
$1.12K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13New |
$496 - $571
|
13
$635
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-340- 18.76% |
$13K - $14.9K
|
1.47K
$71.9K
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-3- 0.03% |
$115 - $132
|
8.6K
$420K
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-210- 6.69% |
$8.02K - $9.23K
|
2.93K
$143K
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-16.7KClosed |
$636K - $732K
|
0
$0
|
|
Q4 2022 | |||||||
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.97KNew |
$240K - $261K
|
5.97K
$292K
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
100+ 0.24% |
$4.01K - $4.38K
|
41.1K
$2.01M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.05K- 22.77% |
$82.3K - $89.8K
|
6.96K
$340K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-80- 1.37% |
$3.21K - $3.5K
|
5.75K
$281K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.01K - $4.38K
|
100
$4.88K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.11K+ 8.26% |
$205K - $224K
|
67K
$3.27M
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
52New |
$2.09K - $2.28K
|
52
$2.54K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-235- 2.39% |
N/A
|
9.61K
$469K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
157New |
N/A
|
157
$7.67K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
720New |
N/A
|
720
$35.2K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-182Closed |
N/A
|
0
$0
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.41KNew |
N/A
|
1.41K
$68.6K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-52KClosed |
N/A
|
0
$0
|