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, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-243- 1.85% |
$8.57K - $9.7K
|
12.9K
$630K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.36% |
$70.5 - $79.8
|
550
$26.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
113KNew |
$3.97M - $4.5M
|
113K
$5.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.47KNew |
$193K - $218K
|
5.47K
$267K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.25K+ 77.62% |
$43.9K - $49.7K
|
2.85K
$139K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
16KNew |
$564K - $639K
|
16K
$780K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.12KNew |
$180K - $204K
|
5.12K
$250K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.11K+ 2.04% |
$39K - $44.2K
|
55.4K
$2.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
541+ 4.16% |
$19.1K - $21.6K
|
13.6K
$661K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5KNew |
$421K - $453K
|
11.5K
$563K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-287- 53.95% |
$10.5K - $11.3K
|
245
$11.9K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-650- 9.22% |
$23.7K - $25.5K
|
6.4K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.13KNew |
$297K - $319K
|
8.13K
$396K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-661- 5.14% |
$24.1K - $25.9K
|
12.2K
$594K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
204New |
$7.44K - $8K
|
204
$9.95K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.1KNew |
$40.1K - $43.1K
|
1.1K
$53.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.37KNew |
$50K - $53.7K
|
1.37K
$66.8K
|
|
| Q2 2023 | |||||||
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
270New |
$9.75K - $10.3K
|
270
$13.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$36.1K - $38.2K
|
1K
$48.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.5K+ 12500.0% |
$90.3K - $95.6K
|
2.52K
$123K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.7K- 4.44% |
$712K - $754K
|
425K
$20.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.66K- 29.27% |
$96.1K - $102K
|
6.44K
$314K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.97KNew |
$71K - $75.2K
|
1.97K
$95.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-260- 4.22% |
$9.39K - $9.94K
|
5.89K
$287K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.93KNew |
$208K - $224K
|
5.93K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.7K+ 3862.11% |
$516K - $554K
|
15.1K
$734K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.17K- 4.52% |
$182K - $195K
|
109K
$5.32M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
136New |
$4.78K - $5.14K
|
136
$6.63K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
402New |
$14.1K - $15.2K
|
402
$19.6K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14KNew |
$492K - $529K
|
14K
$683K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6New |
$211 - $227
|
6
$293
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.94KNew |
$209K - $224K
|
5.94K
$289K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
570New |
$20K - $21.5K
|
570
$27.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
800New |
$28.1K - $30.2K
|
800
$39K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.99KNew |
$130K - $152K
|
3.99K
$195K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.18KNew |
$201K - $235K
|
6.18K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
900New |
$29.2K - $34.2K
|
900
$43.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.13KNew |
$69.2K - $81K
|
2.13K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
102New |
$3.31K - $3.88K
|
102
$4.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-300- 4.22% |
$9.74K - $11.4K
|
6.82K
$332K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
800New |
$26K - $30.4K
|
800
$39K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
160New |
$5.2K - $6.08K
|
160
$7.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.4KNew |
$598K - $699K
|
18.4K
$897K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
800New |
$26K - $30.4K
|
800
$39K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
657New |
$21.3K - $25K
|
657
$32K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
6KNew |
$195K - $228K
|
6K
$293K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.66% |
$64.7 - $76
|
306
$14.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
135+ 10.47% |
$4.37K - $5.13K
|
1.43K
$69.5K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
18+ 0.16% |
$582 - $684
|
11.3K
$551K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.4KNew |
$466K - $548K
|
14.4K
$703K
|
|