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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37K+ 9.45% |
$1.66M - $1.78M
|
429K
$20.9M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.13K+ 2.25% |
$50.9K - $54.6K
|
51.6K
$2.51M
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.26K- 10.82% |
$56.5K - $60.6K
|
10.4K
$505K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
692+ 1.6% |
$31.1K - $33.3K
|
43.8K
$2.14M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.84K+ 1.18% |
$442K - $474K
|
843K
$41.1M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.9K+ 11.95% |
$490K - $526K
|
102K
$4.98M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-644- 3.2% |
$28.9K - $31K
|
19.5K
$951K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.01K+ 15.22% |
$45.1K - $48.4K
|
7.61K
$371K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.06K+ 14.17% |
$227K - $244K
|
40.8K
$1.99M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.31K+ 7.63% |
$58.9K - $63.2K
|
18.5K
$901K
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
352New |
$15.8K - $17K
|
352
$17.2K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-105K- 97.26% |
$4.74M - $5.08M
|
2.98K
$145K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
160New |
$7.19K - $7.71K
|
160
$7.8K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-492- 1.33% |
$22.1K - $23.7K
|
36.6K
$1.78M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-453- 3.88% |
$20.3K - $21.8K
|
11.2K
$547K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
385+ 0.32% |
$17.3K - $18.5K
|
119K
$5.82M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.01K+ 1.3% |
$135K - $145K
|
236K
$11.5M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.51K+ 12.1% |
$337K - $362K
|
69.6K
$3.39M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.34K- 4.61% |
$195K - $209K
|
89.9K
$4.38M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.23% |
$764 - $819
|
7.31K
$356K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
96+ 8.85% |
$4.31K - $4.63K
|
1.18K
$57.6K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.39% |
$180 - $193
|
1.04K
$50.6K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68K+ 4.26% |
$3.05M - $3.28M
|
1.66M
$81.2M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.1K+ 1.43% |
$49.3K - $52.9K
|
77.7K
$3.79M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 2.91% |
$49.1K - $52.7K
|
38.6K
$1.88M
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.17K- 2.36% |
$52.6K - $56.4K
|
48.4K
$2.36M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.27K- 97.69% |
$56.9K - $61K
|
30
$1.46K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.49K- 1.39% |
$66.7K - $71.5K
|
106K
$5.15M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1K+ 3.41% |
$45.1K - $48.3K
|
30.4K
$1.48M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.06K+ 9.83% |
$137K - $147K
|
34.1K
$1.66M
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-944- 16.1% |
$42.4K - $45.5K
|
4.92K
$240K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.08% |
$89.8 - $96.4
|
2.6K
$127K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22+ 0.27% |
$988 - $1.06K
|
8.17K
$398K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64.4K- 74.62% |
$2.89M - $3.1M
|
21.9K
$1.07M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52.4K- 45.69% |
$2.35M - $2.52M
|
62.3K
$3.04M
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.66KNew |
$210K - $225K
|
4.66K
$227K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-423- 6.16% |
$19K - $20.4K
|
6.44K
$314K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.42% |
$225 - $241
|
1.21K
$58.9K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.86K- 50.0% |
$83.6K - $89.7K
|
1.86K
$90.7K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.3% |
$89.8 - $96.4
|
676
$33K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-973- 5.35% |
$43.7K - $46.9K
|
17.2K
$840K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.9K+ 12.84% |
$265K - $284K
|
51.9K
$2.53M
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-6.44K- 7.81% |
$289K - $310K
|
76K
$3.71M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
190+ 3.09% |
$8.53K - $9.15K
|
6.33K
$309K
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9.29K- 7.79% |
$417K - $448K
|
110K
$5.36M
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.17KNew |
$367K - $393K
|
8.17K
$398K
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-650- 4.92% |
$29.2K - $31.3K
|
12.6K
$612K
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-260- 52.21% |
$11.7K - $12.5K
|
238
$11.6K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65K+ 164900.0% |
$74.1K - $79.4K
|
1.65K
$80.5K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.87K- 7.43% |
$177K - $187K
|
48.2K
$2.35M
|