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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-127- 50.4% |
$3.86K - $4.48K
|
125
$5.08K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.74K- 39.75% |
$174K - $203K
|
8.7K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-2.63K- 7.43% |
$79.7K - $92.7K
|
32.7K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
11.8KNew |
$360K - $418K
|
11.8K
$481K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1K- 1.2% |
$30.4K - $35.3K
|
82.2K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-48.4K- 96.16% |
$1.47M - $1.71M
|
1.94K
$78.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
12.2KNew |
$370K - $431K
|
12.2K
$495K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6KNew |
$182K - $212K
|
6K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.33KNew |
$253K - $294K
|
8.33K
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-8.14K- 96.05% |
$247K - $287K
|
335
$13.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.04K+ 8.97% |
$183K - $213K
|
73.3K
$2.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
55New |
$1.67K - $1.94K
|
55
$2.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-200- 4.28% |
$6.07K - $7.06K
|
4.47K
$181K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-310- 2.09% |
$9.41K - $10.9K
|
14.6K
$591K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 25.24% |
$477K - $554K
|
46.5K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
60New |
$1.82K - $2.12K
|
60
$2.44K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-320- 4.16% |
$9.72K - $11.3K
|
7.37K
$299K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.21KNew |
$36.6K - $42.5K
|
1.21K
$48.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-6.18K- 7.92% |
$188K - $218K
|
71.8K
$2.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.99KNew |
$182K - $212K
|
5.99K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.01K+ 10.05% |
$30.5K - $35.5K
|
11K
$447K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.42KNew |
$43.2K - $50.2K
|
1.42K
$57.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2K- 8.91% |
$60.7K - $70.6K
|
20.4K
$830K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
525New |
$15.9K - $18.5K
|
525
$21.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
115+ 1.36% |
$3.49K - $4.06K
|
8.6K
$349K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$30.4K - $35.3K
|
1K
$40.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.09K- 5.72% |
$155K - $180K
|
84K
$3.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
60.5K+ 2.28% |
$1.84M - $2.14M
|
2.71M
$110M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
310New |
$9.41K - $10.9K
|
310
$12.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
74+ 3.63% |
$2.25K - $2.61K
|
2.11K
$85.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.39K- 17.45% |
$72.6K - $84.4K
|
11.3K
$459K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.55KNew |
$47.1K - $54.7K
|
1.55K
$62.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
6.85KNew |
$208K - $242K
|
6.85K
$278K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-532- 54.45% |
$16.2K - $18.8K
|
445
$18.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
624+ 400.0% |
$19K - $22K
|
780
$31.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9.92KNew |
$301K - $350K
|
9.92K
$403K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15.3KNew |
$464K - $540K
|
15.3K
$621K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.8K- 2.55% |
$85K - $98.8K
|
107K
$4.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.94K- 8.42% |
$89.2K - $104K
|
32K
$1.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-225- 39.82% |
$6.83K - $7.94K
|
340
$13.8K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6KNew |
$182K - $212K
|
6K
$244K
|
|
| Q3 2023 | |||||||
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.11K+ 400.0% |
$35.2K - $184K
|
1.39K
$56.2K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
644+ 400.0% |
$20.5K - $107K
|
805
$32.7K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.47K+ 400.27% |
$46.7K - $244K
|
1.84K
$74.5K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-349K- 96.94% |
$11.1M - $58M
|
11K
$447K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.89K+ 400.0% |
$60.1K - $315K
|
2.37K
$96K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.68K+ 400.0% |
$53.4K - $279K
|
2.1K
$85.3K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
7.36K+ 400.0% |
$234K - $1.22M
|
9.21K
$374K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
12.6K+ 400.0% |
$402K - $2.1M
|
15.8K
$642K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4+ 400.0% |
$127 - $665
|
5
$203
|
|