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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.8K+ 139.49% |
$855K - $1M
|
35.8K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-64- 0.28% |
$2.63K - $3.08K
|
23.1K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-135K- 88.66% |
$5.55M - $6.51M
|
17.3K
$843K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-270- 0.67% |
$11.1K - $13K
|
40K
$1.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-200- 2.99% |
$8.21K - $9.63K
|
6.49K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-278- 5.21% |
$11.4K - $13.4K
|
5.06K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19+ 0.23% |
$780 - $915
|
8.15K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
293New |
$12K - $14.1K
|
293
$14.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.5K+ 17.36% |
$61.6K - $72.3K
|
10.1K
$495K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-921- 1.67% |
$37.8K - $44.4K
|
54.3K
$2.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.75KNew |
$195K - $229K
|
4.75K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
459+ 0.41% |
$18.8K - $22.1K
|
113K
$5.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-271- 10.72% |
$11.1K - $13.1K
|
2.26K
$110K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.54% |
$82.1 - $96.3
|
373
$18.2K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
105K+ 1988.81% |
$4.71M - $5.05M
|
110K
$5.37M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-326K- 40.86% |
$14.7M - $15.7M
|
472K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-479- 0.94% |
$21.5K - $23.1K
|
50.3K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.32K- 14.62% |
$59.3K - $63.6K
|
7.71K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.3K- 73.48% |
$641K - $688K
|
5.15K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
715+ 6.46% |
$32.1K - $34.4K
|
11.8K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 23.79% |
$66.5K - $71.3K
|
7.7K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.24K- 48.1% |
$101K - $108K
|
2.42K
$118K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.2KNew |
$729K - $782K
|
16.2K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13K- 1.9% |
$582K - $625K
|
670K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.03KNew |
$360K - $387K
|
8.03K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-222- 0.57% |
$9.97K - $10.7K
|
38.6K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.52K+ 1.67% |
$203K - $218K
|
274K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.12% |
$494 - $530
|
9.25K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18+ 0.08% |
$809 - $867
|
22.9K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.51K- 22.58% |
$68K - $72.9K
|
5.19K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-468- 0.69% |
$21K - $22.5K
|
67.1K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.06K- 1.65% |
$92.7K - $99.4K
|
123K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.83K+ 9.87% |
$352K - $377K
|
87.2K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1.16K+ 2.27% |
$52K - $55.7K
|
52.1K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.03K- 12.91% |
$46.1K - $49.5K
|
6.93K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15+ 0.06% |
$674 - $723
|
23.4K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.59KNew |
$386K - $414K
|
8.59K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.51K- 27.63% |
$338K - $362K
|
19.7K
$960K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-857- 0.8% |
$38.5K - $41.3K
|
106K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.02K+ 13.08% |
$45.9K - $49.2K
|
8.84K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
16.7KNew |
$752K - $806K
|
16.7K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.11K+ 1.76% |
$49.9K - $53.5K
|
64.1K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-700Closed |
$31.4K - $33.7K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.92K+ 8.4% |
$221K - $237K
|
63.5K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
194+ 1.41% |
$8.71K - $9.35K
|
14K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.08K+ 11.04% |
$93.6K - $100K
|
21K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.5K- 1.93% |
$382K - $410K
|
431K
$21M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.99K+ 3.58% |
$179K - $192K
|
115K
$5.62M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17New |
$764 - $819
|
17
$829
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.93K+ 17.12% |
$132K - $141K
|
20.1K
$978K
|
|