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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-200- 0.65% |
$7.47K - $8.13K
|
30.6K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.05KNew |
$188K - $205K
|
5.05K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.93K- 27.4% |
$71.9K - $78.3K
|
5.11K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
20K+ 325.2% |
$747K - $813K
|
26.2K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
11KNew |
$411K - $447K
|
11K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
60New |
$2.24K - $2.44K
|
60
$2.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-46.7K- 85.05% |
$1.74M - $1.9M
|
8.21K
$356K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
48+ 29.09% |
$1.79K - $1.95K
|
213
$9.23K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5K- 66.67% |
$187K - $203K
|
2.5K
$108K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
6.93KNew |
$259K - $282K
|
6.93K
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.65K- 14.07% |
$98.9K - $108K
|
16.2K
$701K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1+ 0.01% |
$37.3 - $40.6
|
14.8K
$641K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
494New |
$18.4K - $20.1K
|
494
$21.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
10KNew |
$375K - $408K
|
10K
$435K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-54- 2.42% |
$2.02K - $2.19K
|
2.18K
$94.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14- 0.12% |
$523 - $569
|
11.3K
$489K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.77K+ 708.0% |
$66.1K - $71.9K
|
2.02K
$87.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.75KNew |
$103K - $112K
|
2.75K
$119K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-33- 0.56% |
$1.23K - $1.34K
|
5.81K
$252K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
5.03KNew |
$188K - $204K
|
5.03K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
165+ 2.21% |
$6.16K - $6.7K
|
7.63K
$331K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
538+ 94.39% |
$20.1K - $21.9K
|
1.11K
$48K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
5.18KNew |
$193K - $210K
|
5.18K
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
350+ 31.11% |
$13.1K - $14.2K
|
1.48K
$63.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-500- 29.21% |
$18.7K - $20.3K
|
1.21K
$52.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.44K- 1.36% |
$240K - $261K
|
466K
$20.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60.8K+ 7.36% |
$2.27M - $2.47M
|
887K
$38.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-326- 1.37% |
$12.2K - $13.2K
|
23.5K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
5.26KNew |
$196K - $214K
|
5.26K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$88.8K - $96.7K
|
2.38K
$103K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
145New |
$5.41K - $5.89K
|
145
$6.28K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.39K- 16.84% |
$51.9K - $56.4K
|
6.86K
$297K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-2.45K- 48.8% |
$91.5K - $99.5K
|
2.57K
$111K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
235New |
$8.77K - $9.55K
|
235
$10.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$37.3 - $40.6
|
19.6K
$849K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-4.96K- 11.83% |
$185K - $202K
|
37K
$1.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
7.1KNew |
$265K - $288K
|
7.1K
$308K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
955+ 5.17% |
$34.8K - $36.8K
|
19.4K
$841K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.58K- 12.7% |
$57.4K - $60.8K
|
10.8K
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-604- 3.76% |
$22K - $23.3K
|
15.5K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
274+ 4.33% |
$9.99K - $10.6K
|
6.6K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$36.5K - $38.6K
|
1K
$43.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-325- 15.7% |
$11.8K - $12.5K
|
1.75K
$75.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-340- 5.88% |
$12.4K - $13.1K
|
5.44K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.2K+ 10.81% |
$43.8K - $46.4K
|
12.3K
$535K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.96KNew |
$254K - $269K
|
6.96K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4.11KNew |
$150K - $159K
|
4.11K
$178K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
718+ 3.96% |
$26.2K - $27.7K
|
18.9K
$817K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.36KNew |
$49.7K - $52.6K
|
1.36K
$59.1K
|
|