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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.8K- 69.68% |
$633K - $667K
|
6.03K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
123+ 3.88% |
$5.62K - $5.93K
|
3.3K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 15.8% |
$57.5K - $60.6K
|
6.71K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.71K+ 20.13% |
$352K - $371K
|
46K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.22KNew |
$284K - $300K
|
6.22K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.08K+ 2.33% |
$95.2K - $100K
|
91.3K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.32K- 9.49% |
$243K - $256K
|
50.8K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.53K- 0.56% |
$69.9K - $73.6K
|
270K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
38.8KNew |
$1.78M - $1.87M
|
38.8K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.9K+ 2.23% |
$682K - $719K
|
683K
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.12% |
$503 - $530
|
9.23K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.2KNew |
$1.24M - $1.31M
|
27.2K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.48K- 2.7% |
$159K - $168K
|
125K
$5.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.11K+ 5.46% |
$188K - $198K
|
79.4K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-515- 2.58% |
$23.5K - $24.8K
|
19.4K
$930K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.6KNew |
$302K - $318K
|
6.6K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-399- 3.32% |
$18.2K - $19.2K
|
11.6K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.14K+ 3.56% |
$97.7K - $103K
|
62.1K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.3KNew |
$59.3K - $62.5K
|
1.3K
$62K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.17K- 9.55% |
$53.4K - $56.3K
|
11.1K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
606+ 3.32% |
$27.7K - $29.2K
|
18.9K
$903K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-898- 1.51% |
$41.1K - $43.3K
|
58.5K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-563- 0.52% |
$25.7K - $27.1K
|
107K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14+ 0.06% |
$640 - $675
|
23.4K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
152+ 0.2% |
$6.95K - $7.33K
|
76.6K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.44K- 13.73% |
$66K - $69.6K
|
9.07K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-102- 0.5% |
$4.66K - $4.92K
|
20.2K
$964K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.47K+ 7.09% |
$205K - $216K
|
67.5K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.49K+ 298.72% |
$160K - $168K
|
4.66K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.27K+ 7.26% |
$195K - $206K
|
63K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
299+ 3.42% |
$13.7K - $14.4K
|
9.03K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-800- 0.71% |
$36.6K - $38.6K
|
111K
$5.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.1K+ 2.64% |
$461K - $486K
|
392K
$18.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.09K- 2.96% |
$49.8K - $52.5K
|
35.7K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
105K+ 3543.8% |
$4.82M - $5.09M
|
108K
$5.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.1K- 2.12% |
$50.1K - $52.8K
|
50.4K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-498- 1.0% |
$22.8K - $24K
|
49.5K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
568+ 1.37% |
$26K - $27.4K
|
42K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.19K+ 4.74% |
$237K - $250K
|
115K
$5.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
350New |
$16K - $16.9K
|
350
$16.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-440K- 21.6% |
$20.1M - $21.2M
|
1.6M
$76.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
17+ 0.07% |
$777 - $819
|
22.9K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.17K+ 4.63% |
$191K - $201K
|
94.2K
$4.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
17.1KNew |
$783K - $825K
|
17.1K
$819K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.87K- 37.99% |
$223K - $235K
|
7.95K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.79K+ 1.1% |
$219K - $231K
|
440K
$21M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.14KNew |
$372K - $392K
|
8.14K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.39% |
$183 - $193
|
1.03K
$49.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$45.7 - $48.2
|
369
$17.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8+ 0.74% |
$366 - $386
|
1.09K
$51.9K
|