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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
663New |
$21.4K - $25.2K
|
663
$32.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-68.1K- 24.61% |
$2.2M - $2.59M
|
209K
$10.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
165New |
$5.34K - $6.27K
|
165
$8.05K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
17New |
$550 - $646
|
17
$829
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$100 - $117
|
3
$146
|
|
|
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
$445K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-420- 71.92% |
$14K - $16.4K
|
164
$8K
|
|
|
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
$20.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
BUY
|
- |
46.4KNew |
$1.55M - $1.81M
|
46.4K
$2.26M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9+ 0.51% |
$300 - $351
|
1.77K
$86.5K
|
|
|
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
$49.5K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46.3KNew |
$1.69M - $1.85M
|
46.3K
$2.26M
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
650New |
$23.7K - $26K
|
650
$31.7K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
54+ 48.65% |
$1.97K - $2.16K
|
165
$8.05K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-116Closed |
$4.23K - $4.63K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-21Closed |
$767 - $839
|
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
$12.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-300- 4.63% |
$11K - $12K
|
6.18K
$301K
|
|
|
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
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.2KClosed |
$389K - $412K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.71KClosed |
$59.5K - $63K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-11.4KClosed |
$398K - $421K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.85KClosed |
$284K - $308K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-12.7KClosed |
$408K - $442K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.91KClosed |
$318K - $345K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-80- 5.48% |
$2.57K - $2.78K
|
1.38K
$67.3K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-475Closed |
$14K - $15.7K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-1.45KClosed |
$42.8K - $47.8K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4KNew |
$118K - $132K
|
4K
$195K
|
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.8KClosed |
$319K - $356K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-848Closed |
$25K - $27.9K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Arlington Partners LLC
|
SELL
|
- |
-3.18KClosed |
$93.9K - $105K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.33KClosed |
$93.9K - $105K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Regions Financial Corp
|
SELL
|
- |
-11.3KClosed |
$317K - $356K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-133Closed |
$3.74K - $4.2K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-130Closed |
$3.66K - $4.11K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.29K+ 23.69% |
$30.7K - $38.7K
|
6.73K
$328K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-900Closed |
$21.4K - $27K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-800Closed |
$19K - $24K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
906New |
$21.6K - $27.2K
|
906
$44.2K
|
|