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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.48K+ 7.01% |
$98K - $106K
|
37.9K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.1K+ 29.92% |
$83.1K - $89.6K
|
9.14K
$424K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-103K- 97.19% |
$4.07M - $4.38M
|
2.98K
$138K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.63K- 1.07% |
$183K - $197K
|
427K
$19.8M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$198 - $213
|
5
$232
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
140New |
$5.53K - $5.96K
|
140
$6.5K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17+ 0.53% |
$672 - $724
|
3.25K
$151K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.06K+ 10.37% |
$161K - $173K
|
43.2K
$2.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.2K- 19.67% |
$47.4K - $51.1K
|
4.9K
$227K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.2K- 41.43% |
$483K - $521K
|
17.3K
$802K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 75.53% |
$67.3K - $72.5K
|
552
$25.6K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.35KNew |
$294K - $333K
|
8.35K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27- 0.2% |
$952 - $1.08K
|
13.8K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-243- 1.85% |
$8.57K - $9.7K
|
12.9K
$600K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.36% |
$70.5 - $79.8
|
550
$25.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
113KNew |
$3.97M - $4.5M
|
113K
$5.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.47KNew |
$193K - $218K
|
5.47K
$254K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
500+ 19.55% |
$17.6K - $20K
|
3.06K
$142K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.25K+ 77.62% |
$43.9K - $49.7K
|
2.85K
$132K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-130- 0.32% |
$4.58K - $5.19K
|
40.5K
$1.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
16KNew |
$564K - $639K
|
16K
$743K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.12KNew |
$180K - $204K
|
5.12K
$238K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.11K+ 2.04% |
$39K - $44.2K
|
55.4K
$2.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
541+ 4.16% |
$19.1K - $21.6K
|
13.6K
$630K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5KNew |
$421K - $453K
|
11.5K
$536K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.17KNew |
$116K - $124K
|
3.17K
$147K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-287- 53.95% |
$10.5K - $11.3K
|
245
$11.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.13KNew |
$297K - $319K
|
8.13K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-650- 9.22% |
$23.7K - $25.5K
|
6.4K
$297K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65KNew |
$60.2K - $64.7K
|
1.65K
$76.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-661- 5.14% |
$24.1K - $25.9K
|
12.2K
$566K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
204New |
$7.44K - $8K
|
204
$9.47K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.1KNew |
$40.1K - $43.1K
|
1.1K
$51.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.37KNew |
$50K - $53.7K
|
1.37K
$63.5K
|
|
| Q2 2023 | |||||||
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
270New |
$9.75K - $10.3K
|
270
$12.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.5K+ 12500.0% |
$90.3K - $95.6K
|
2.52K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$36.1K - $38.2K
|
1K
$46.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.7K- 4.44% |
$712K - $754K
|
425K
$19.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.66K- 29.27% |
$96.1K - $102K
|
6.44K
$299K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.97KNew |
$71K - $75.2K
|
1.97K
$91.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-260- 4.22% |
$9.39K - $9.94K
|
5.89K
$274K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.7K+ 3862.11% |
$516K - $554K
|
15.1K
$699K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.93KNew |
$208K - $224K
|
5.93K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.7KNew |
$1.04M - $1.12M
|
29.7K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.17K- 4.52% |
$182K - $195K
|
109K
$5.06M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
136New |
$4.78K - $5.14K
|
136
$6.31K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
402New |
$14.1K - $15.2K
|
402
$18.7K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14KNew |
$492K - $529K
|
14K
$650K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6New |
$211 - $227
|
6
$279
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.94KNew |
$209K - $224K
|
5.94K
$276K
|
|