Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PFM)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PFM) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.04K+ 12.32% |
$172K - $188K
|
36.8K
$1.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
50KNew |
$2.13M - $2.33M
|
50K
$2.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.05K+ 1.83% |
$45K - $49.1K
|
58.7K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-331- 0.87% |
$14.1K - $15.4K
|
37.7K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-40- 0.04% |
$1.71K - $1.86K
|
89.2K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-351- 0.62% |
$15K - $16.3K
|
56.1K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.44K+ 59.9% |
$317K - $347K
|
19.9K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-533- 2.6% |
$22.7K - $24.8K
|
19.9K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.1K- 5.94% |
$731K - $798K
|
271K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
330+ 0.79% |
$14.1K - $15.4K
|
42.4K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 12.42% |
$52.8K - $57.6K
|
8.73K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-93- 0.18% |
$3.97K - $4.33K
|
51.5K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-143- 0.62% |
$6.1K - $6.66K
|
22.9K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.81K- 88.29% |
$376K - $410K
|
1.17K
$54.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.39K+ 86.37% |
$400K - $437K
|
20.3K
$940K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.82K- 6.41% |
$376K - $411K
|
129K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
500New |
$21.3K - $23.3K
|
500
$23.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-511- 0.47% |
$21.8K - $23.8K
|
108K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
160New |
$6.82K - $7.45K
|
160
$7.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.23K- 0.78% |
$223K - $243K
|
668K
$31M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
43+ 0.63% |
$1.83K - $2K
|
6.87K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
629+ 3.57% |
$26.8K - $29.3K
|
18.3K
$848K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1K+ 1.61% |
$42.7K - $46.6K
|
63.1K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$42.7 - $46.6
|
368
$17.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.81K+ 2.07% |
$376K - $410K
|
435K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.3K- 62.36% |
$906K - $989K
|
12.8K
$595K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
209K+ 120.56% |
$8.9M - $9.71M
|
382K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
320+ 0.89% |
$13.6K - $14.9K
|
36.2K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.8K+ 45.16% |
$1.01M - $1.11M
|
76.4K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 2.34% |
$58K - $63.4K
|
59.4K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.17K+ 4.55% |
$92.6K - $101K
|
49.8K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
89+ 1.13% |
$3.8K - $4.14K
|
7.96K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
742+ 1.0% |
$31.6K - $34.5K
|
75.3K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-838- 9.05% |
$35.7K - $39K
|
8.42K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.9K- 15.69% |
$124K - $135K
|
15.6K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.3K+ 185.24% |
$739K - $806K
|
26.7K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
41.5KNew |
$1.77M - $1.93M
|
41.5K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-451- 5.46% |
$19.2K - $21K
|
7.82K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.0% |
$85.3 - $93.1
|
59.9K
$2.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.45K+ 3.44% |
$318K - $347K
|
224K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.71K- 0.38% |
$329K - $359K
|
2.04M
$94.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.66KNew |
$199K - $217K
|
4.66K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
753+ 0.64% |
$32.1K - $35.1K
|
119K
$5.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
9.91KNew |
$422K - $461K
|
9.91K
$460K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.22% |
$682 - $745
|
7.28K
$338K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-492- 1.25% |
$21K - $22.9K
|
38.8K
$1.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-876- 0.81% |
$37.4K - $40.8K
|
107K
$4.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
202+ 23.09% |
$8.62K - $9.4K
|
1.08K
$50K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
95.4K+ 681.42% |
$4.07M - $4.44M
|
109K
$5.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
4.3KNew |
$183K - $200K
|
4.3K
$200K
|