Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PRF)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PRF) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-12.9K- 4.04% |
$516K - $552K
|
305K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-684- 1.71% |
$27.5K - $29.3K
|
39.4K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.04KNew |
$202K - $216K
|
5.04K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
321K+ 5.36% |
$12.9M - $13.8M
|
6.3M
$262M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-300- 9.78% |
$12K - $12.9K
|
2.77K
$115K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-17.5K- 2.12% |
$703K - $752K
|
811K
$33.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
5.21KNew |
$209K - $223K
|
5.21K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.75K- 5.24% |
$231K - $247K
|
104K
$4.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$80.3 - $85.8
|
14.9K
$620K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.22% |
$402 - $429
|
4.56K
$190K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
43+ 0.45% |
$1.73K - $1.84K
|
9.68K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15.5K- 24.49% |
$621K - $664K
|
47.7K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-290- 0.73% |
$11.6K - $12.4K
|
39.5K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.1K+ 21.34% |
$847K - $905K
|
120K
$4.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5K+ 1.54% |
$201K - $215K
|
329K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.86K- 4.03% |
$195K - $209K
|
116K
$4.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.63K+ 51.03% |
$106K - $113K
|
7.78K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
130+ 0.45% |
$5.22K - $5.58K
|
29.1K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.07K- 4.51% |
$42.8K - $45.7K
|
22.6K
$938K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.5K+ 9.57% |
$823K - $879K
|
235K
$9.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.04K- 3.69% |
$41.6K - $44.4K
|
27.1K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-179- 2.9% |
$7.19K - $7.68K
|
6K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
101+ 1.59% |
$4.06K - $4.33K
|
6.47K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-770- 8.56% |
$30.9K - $33K
|
8.23K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
286New |
$11.5K - $12.3K
|
286
$11.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
11.9K+ 2.36% |
$476K - $508K
|
515K
$21.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-729- 0.25% |
$29.3K - $31.3K
|
296K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-31- 1.47% |
$1.24K - $1.33K
|
2.08K
$86.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
5.82K+ 1.14% |
$234K - $250K
|
518K
$21.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.44K- 7.41% |
$57.8K - $61.7K
|
18K
$748K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.82K- 6.39% |
$113K - $121K
|
41.2K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
38+ 0.31% |
$1.53K - $1.63K
|
12.5K
$519K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
467+ 2.27% |
$18.8K - $20K
|
21K
$873K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7+ 0.04% |
$281 - $300
|
15.7K
$652K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.95K+ 4.99% |
$159K - $170K
|
83.1K
$3.45M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-2.2K- 13.1% |
$88.4K - $94.4K
|
14.6K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-3.92K- 2.78% |
$158K - $168K
|
137K
$5.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-919- 15.03% |
$36.9K - $39.4K
|
5.19K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-173- 1.45% |
$6.95K - $7.42K
|
11.7K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.24KNew |
$89.9K - $96.1K
|
2.24K
$93.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
793+ 14.53% |
$31.8K - $34K
|
6.25K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
426+ 5.58% |
$17.1K - $18.3K
|
8.06K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.75KNew |
$110K - $118K
|
2.75K
$114K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.49% |
$1.77K - $1.89K
|
9.07K
$377K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-12.2K- 13.0% |
$488K - $522K
|
81.4K
$3.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.11K+ 1.35% |
$245K - $262K
|
458K
$19M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
7.51K+ 7.04% |
$301K - $322K
|
114K
$4.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.49% |
$442 - $472
|
2.28K
$94.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
1.32K+ 0.83% |
$52.8K - $56.5K
|
159K
$6.63M
|