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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-85- 0.28% |
$3.04K - $3.59K
|
29.8K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6.23K+ 7.68% |
$223K - $263K
|
87.3K
$3.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1K- 9.79% |
$35.8K - $42.3K
|
9.22K
$399K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.57KNew |
$92K - $109K
|
2.57K
$112K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-1.21K- 0.71% |
$43.3K - $51.1K
|
169K
$7.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.38% |
$71.5 - $84.5
|
526
$22.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
4.75KNew |
$170K - $201K
|
4.75K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-13- 0.07% |
$465 - $550
|
19.1K
$827K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-62- 0.08% |
$2.22K - $2.62K
|
78.2K
$3.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
4.86KNew |
$174K - $205K
|
4.86K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
340+ 4.94% |
$12.2K - $14.4K
|
7.23K
$313K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
55.2K+ 84.07% |
$1.98M - $2.33M
|
121K
$5.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.13K+ 32.06% |
$183K - $217K
|
21.1K
$915K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-15.6K- 67.97% |
$558K - $659K
|
7.35K
$319K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-6.32K- 0.79% |
$226K - $267K
|
791K
$34.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.06K+ 0.97% |
$73.6K - $86.9K
|
214K
$9.29M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
59+ 0.54% |
$2.11K - $2.49K
|
10.9K
$473K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.1K- 12.76% |
$39.2K - $46.3K
|
7.49K
$324K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.45KNew |
$231K - $273K
|
6.45K
$279K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.9K- 3.76% |
$140K - $165K
|
99.9K
$4.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9.44K+ 3.2% |
$338K - $399K
|
305K
$13.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.81KNew |
$64.7K - $76.4K
|
1.81K
$78.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-112- 0.08% |
$4.01K - $4.73K
|
138K
$5.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-503- 2.82% |
$18K - $21.3K
|
17.3K
$752K
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.21K- 14.83% |
$79.1K - $93.4K
|
12.7K
$550K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
42.9K+ 9.64% |
$1.53M - $1.81M
|
488K
$21.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-399- 0.65% |
$14.3K - $16.9K
|
61.4K
$2.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
397+ 1.05% |
$14.2K - $16.8K
|
38.3K
$1.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 0.41% |
$1.11K - $1.31K
|
7.57K
$328K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9+ 0.13% |
$322 - $380
|
6.99K
$303K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
314+ 0.26% |
$11.2K - $13.3K
|
119K
$5.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
65+ 108.33% |
$2.33K - $2.75K
|
125
$5.42K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.76K- 63.58% |
$63K - $74.4K
|
1.01K
$43.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15+ 0.44% |
$537 - $634
|
3.42K
$148K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.85K+ 1.38% |
$66K - $78K
|
136K
$5.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.83KNew |
$101K - $120K
|
2.83K
$123K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.61KNew |
$308K - $364K
|
8.61K
$373K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
5.15KNew |
$184K - $218K
|
5.15K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-25- 0.39% |
$894 - $1.06K
|
6.46K
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.21K- 8.79% |
$78.9K - $93.2K
|
22.9K
$992K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
26.4K+ 12.94% |
$946K - $1.12M
|
231K
$10M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-360- 4.01% |
$12.9K - $15.2K
|
8.62K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.72K- 12.86% |
$61.4K - $72.6K
|
11.6K
$504K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.88KNew |
$175K - $206K
|
4.88K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
111K+ 20.16% |
$3.96M - $4.68M
|
659K
$28.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.99K- 8.93% |
$250K - $295K
|
71.2K
$3.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.17K- 18.08% |
$113K - $134K
|
14.4K
$623K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-820- 11.18% |
$29.3K - $34.7K
|
6.52K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
560KNew |
$20M - $23.7M
|
560K
$24.3M
|