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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.13K+ 5.39% |
$39.1K - $43.5K
|
22.1K
$957K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.24KNew |
$77.5K - $86.2K
|
2.24K
$97.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-360- 50.0% |
$12.5K - $13.8K
|
360
$15.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3KNew |
$104K - $115K
|
3K
$130K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$51.9K - $57.7K
|
1.5K
$65K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-85K- 46.79% |
$2.94M - $3.27M
|
96.7K
$4.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
18.1KNew |
$627K - $696K
|
18.1K
$784K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
5.45KNew |
$189K - $209K
|
5.45K
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.75KNew |
$164K - $183K
|
4.75K
$206K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
6.26K+ 44.14% |
$217K - $241K
|
20.4K
$885K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2KNew |
$69.2K - $76.9K
|
2K
$86.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
100New |
$3.46K - $3.85K
|
100
$4.33K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1.2K- 85.71% |
$41.5K - $46.2K
|
200
$8.67K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
410+ 52.9% |
$14.2K - $15.8K
|
1.19K
$51.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
7.5KNew |
$260K - $289K
|
7.5K
$325K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
761+ 510.74% |
$26.3K - $29.3K
|
910
$39.4K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
116New |
$3.52K - $4.1K
|
116
$5.03K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.5KNew |
$106K - $124K
|
3.5K
$152K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.08KNew |
$276K - $321K
|
9.08K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.89K- 61.9% |
$57.2K - $66.6K
|
1.16K
$50.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.43K- 10.37% |
$43.5K - $50.6K
|
12.4K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-127- 50.4% |
$3.86K - $4.48K
|
125
$5.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
190New |
$5.77K - $6.71K
|
190
$8.23K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.74K- 39.75% |
$174K - $203K
|
8.7K
$377K
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
11.8KNew |
$360K - $418K
|
11.8K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-2.63K- 7.43% |
$79.7K - $92.7K
|
32.7K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
12.2KNew |
$370K - $431K
|
12.2K
$528K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-48.4K- 96.16% |
$1.47M - $1.71M
|
1.94K
$83.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.33KNew |
$253K - $294K
|
8.33K
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6KNew |
$182K - $212K
|
6K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-8.14K- 96.05% |
$247K - $287K
|
335
$14.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.04K+ 8.97% |
$183K - $213K
|
73.3K
$3.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
55New |
$1.67K - $1.94K
|
55
$2.38K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-310- 2.09% |
$9.41K - $10.9K
|
14.6K
$631K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
60New |
$1.82K - $2.12K
|
60
$2.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 25.24% |
$477K - $554K
|
46.5K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.21KNew |
$36.6K - $42.5K
|
1.21K
$52.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-6.18K- 7.92% |
$188K - $218K
|
71.8K
$3.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.42KNew |
$43.2K - $50.2K
|
1.42K
$61.6K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.01K+ 10.05% |
$30.5K - $35.5K
|
11K
$477K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.99KNew |
$182K - $212K
|
5.99K
$260K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2K- 8.91% |
$60.7K - $70.6K
|
20.4K
$886K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
525New |
$15.9K - $18.5K
|
525
$22.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
115+ 1.36% |
$3.49K - $4.06K
|
8.6K
$373K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$30.4K - $35.3K
|
1K
$43.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
60.5K+ 2.28% |
$1.84M - $2.14M
|
2.71M
$118M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
310New |
$9.41K - $10.9K
|
310
$13.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.39K- 17.45% |
$72.6K - $84.4K
|
11.3K
$490K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.55KNew |
$47.1K - $54.7K
|
1.55K
$67.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
6.85KNew |
$208K - $242K
|
6.85K
$297K
|
|