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 |
|---|---|---|---|---|---|---|---|
|
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 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
300+ 75.0% |
$9.63K - $10.4K
|
700
$32.5K
|
|
|
May 03, 2021
Q1 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-80- 5.48% |
$2.57K - $2.78K
|
1.38K
$64.1K
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.97KClosed |
$320K - $347K
|
0
$0
|
|
| 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
$186K
|
|
|
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
$312K
|
|
|
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
$42.1K
|
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
BUY
|
- |
1.51KNew |
$36K - $45.3K
|
1.51K
$70.2K
|
|
|
Jul 08, 2020
Q2 2020
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
8.03KNew |
$191K - $241K
|
8.03K
$373K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-135Closed |
$2.88K - $4.28K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-39.7KClosed |
$847K - $1.26M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-18.1KClosed |
$386K - $574K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-240Closed |
$5.12K - $7.62K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-20KClosed |
$576K - $617K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-500Closed |
$14K - $14.9K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-400Closed |
$11.2K - $11.9K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-523Closed |
$14.2K - $15.2K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Girard Partners Ltd.
|
SELL
|
- |
-7.41KClosed |
$201K - $215K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
SELL
|
- |
-718Closed |
$19.4K - $20.8K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Cx Institutional
|
SELL
|
- |
-2.73KClosed |
$73.9K - $79.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Sep 13, 2021
Q1 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-120Closed |
$2.91K - $3.32K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-500Closed |
$12.1K - $13.8K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-1.2KClosed |
$29.1K - $33.2K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-28.2KClosed |
$685K - $780K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-54.5KClosed |
$1.32M - $1.51M
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.4KClosed |
$34K - $38.7K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-576KClosed |
$14M - $15.9M
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.3KClosed |
$104K - $119K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Sandy Spring Bank
|
BUY
|
- |
950New |
$22.3K - $26.3K
|
950
$44.1K
|
|
|
Jan 31, 2019
Q4 2018
|
Private Ocean, LLC
|
SELL
|
- |
-1.5KClosed |
$35.3K - $41.6K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10- 0.56% |
$256 - $280
|
1.77K
$81.9K
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.38KClosed |
$35.3K - $38.7K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.51KClosed |
$141K - $154K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Dubuque Bank & Trust CO
|
BUY
|
- |
16KNew |
$409K - $448K
|
16K
$743K
|
|