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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.6K+ 7.71% |
$2.12M - $2.49M
|
722K
$35.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.53K+ 2.97% |
$62.9K - $73.8K
|
53.1K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-508- 9.86% |
$20.9K - $24.5K
|
4.65K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.45KNew |
$224K - $263K
|
5.45K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 13.66% |
$43.2K - $50.7K
|
8.75K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-491- 2.49% |
$20.2K - $23.7K
|
19.2K
$936K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-226K- 52.63% |
$9.26M - $10.9M
|
203K
$9.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.94K+ 3.03% |
$79.8K - $93.6K
|
66.1K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.33K- 17.26% |
$54.6K - $64.1K
|
6.38K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.13K- 4.24% |
$87.5K - $103K
|
48.1K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.63K- 6.49% |
$272K - $319K
|
95.6K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.1K- 51.61% |
$413K - $485K
|
9.44K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.6KNew |
$1.09M - $1.28M
|
26.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-852- 0.31% |
$35K - $41K
|
274K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-281- 4.06% |
$11.5K - $13.5K
|
6.65K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.6K+ 0.43% |
$148K - $173K
|
846K
$41.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
810+ 1.21% |
$33.3K - $39K
|
67.9K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.46K- 1.18% |
$59.7K - $70.1K
|
122K
$5.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
58+ 0.25% |
$2.38K - $2.79K
|
22.9K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.57K- 25.54% |
$147K - $172K
|
10.4K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5- 0.1% |
$205 - $241
|
5.19K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.44K- 15.87% |
$59.1K - $69.4K
|
7.63K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.03K- 37.69% |
$124K - $146K
|
5K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.7K+ 27.0% |
$1.22M - $1.43M
|
140K
$6.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
29+ 0.17% |
$1.19K - $1.4K
|
16.8K
$818K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.86K+ 3.63% |
$76.2K - $89.4K
|
53K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.66K- 7.03% |
$150K - $176K
|
48.4K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13+ 0.15% |
$534 - $626
|
8.6K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.71K- 13.6% |
$70.1K - $82.3K
|
10.9K
$529K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
162+ 952.94% |
$6.65K - $7.8K
|
179
$8.73K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.75K- 83.41% |
$113K - $132K
|
547
$26.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.17KNew |
$171K - $201K
|
4.17K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.26K- 2.59% |
$92.7K - $109K
|
84.9K
$4.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-108- 0.89% |
$4.43K - $5.2K
|
12.1K
$590K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
510+ 8500.0% |
$20.9K - $24.6K
|
516
$25.2K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
201+ 0.59% |
$8.25K - $9.68K
|
34.3K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.59K+ 3.63% |
$65.4K - $76.7K
|
45.4K
$2.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
303K+ 18.19% |
$12.4M - $14.6M
|
1.97M
$96M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.9K+ 9.29% |
$242K - $284K
|
69.4K
$3.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-246- 2.95% |
$10.1K - $11.8K
|
8.1K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-111- 0.11% |
$4.56K - $5.35K
|
105K
$5.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17K+ 55.85% |
$697K - $818K
|
47.4K
$2.31M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-261- 0.71% |
$10.7K - $12.6K
|
36.3K
$1.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.92K+ 10.38% |
$78.7K - $92.4K
|
20.4K
$995K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-373- 31.58% |
$15.3K - $18K
|
808
$39.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25.5K+ 36.68% |
$1.05M - $1.23M
|
95.1K
$4.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 0.25% |
$739 - $867
|
7.33K
$357K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
905+ 14.3% |
$37.2K - $43.6K
|
7.23K
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.86K- 1.13% |
$200K - $234K
|
426K
$20.8M
|