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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
570New |
$20K - $21.5K
|
570
$26.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
800New |
$28.1K - $30.2K
|
800
$37.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.03KNew |
$282K - $303K
|
8.03K
$373K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.99KNew |
$130K - $152K
|
3.99K
$185K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.18KNew |
$201K - $235K
|
6.18K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-300- 4.22% |
$9.74K - $11.4K
|
6.82K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
102New |
$3.31K - $3.88K
|
102
$4.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
900New |
$29.2K - $34.2K
|
900
$41.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.13KNew |
$69.2K - $81K
|
2.13K
$98.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
800New |
$26K - $30.4K
|
800
$37.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-199- 2.22% |
$6.46K - $7.57K
|
8.77K
$407K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
160New |
$5.2K - $6.08K
|
160
$7.43K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.4KNew |
$598K - $699K
|
18.4K
$854K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
800New |
$26K - $30.4K
|
800
$37.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
657New |
$21.3K - $25K
|
657
$30.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
6KNew |
$195K - $228K
|
6K
$279K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.66% |
$64.7 - $76
|
306
$14.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
135+ 10.47% |
$4.37K - $5.13K
|
1.43K
$66.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.4KNew |
$466K - $548K
|
14.4K
$670K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
18+ 0.16% |
$582 - $684
|
11.3K
$524K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
663New |
$21.4K - $25.2K
|
663
$30.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-68.1K- 24.61% |
$2.2M - $2.59M
|
209K
$9.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
165New |
$5.34K - $6.27K
|
165
$7.66K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
17New |
$550 - $646
|
17
$789
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$100 - $117
|
3
$139
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.42K- 35.63% |
$114K - $134K
|
6.18K
$287K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-45.5KClosed |
$1.52M - $1.77M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.82K- 16.63% |
$60.7K - $70.9K
|
9.12K
$423K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-420- 71.92% |
$14K - $16.4K
|
164
$7.61K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-150KClosed |
$5.02M - $5.86M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
414New |
$13.8K - $16.2K
|
414
$19.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
BUY
|
- |
46.4KNew |
$1.55M - $1.81M
|
46.4K
$2.16M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9+ 0.51% |
$300 - $351
|
1.77K
$82.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.3KClosed |
$378K - $443K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.67KClosed |
$189K - $221K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-10.8K- 91.42% |
$361K - $423K
|
1.02K
$47.2K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46.3KNew |
$1.69M - $1.85M
|
46.3K
$2.15M
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
650New |
$23.7K - $26K
|
650
$30.2K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
54+ 48.65% |
$1.97K - $2.16K
|
165
$7.66K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-116Closed |
$4.23K - $4.63K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-210Closed |
$7.67K - $8.39K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
259New |
$9.45K - $10.3K
|
259
$12K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-21Closed |
$767 - $839
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-300- 4.63% |
$11K - $12K
|
6.18K
$287K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-344Closed |
$12.6K - $13.7K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.27KClosed |
$46.5K - $50.8K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-6.28KClosed |
$226K - $238K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-760Closed |
$27.3K - $28.9K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-301KClosed |
$10.8M - $11.4M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-13.6KClosed |
$472K - $500K
|
0
$0
|
|