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 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.42% |
$1.36K - $1.61K
|
9.15K
$393K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.36K- 21.96% |
$120K - $142K
|
11.9K
$514K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-234- 0.6% |
$8.37K - $9.89K
|
39K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-2- 0.02% |
$71.5 - $84.5
|
8.6K
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22- 0.01% |
$787 - $930
|
183K
$7.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.1KNew |
$360K - $426K
|
10.1K
$433K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.4K- 5.03% |
$85.7K - $101K
|
45.2K
$1.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-235- 0.98% |
$8.41K - $9.93K
|
23.8K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
13.5K+ 163.43% |
$481K - $569K
|
21.7K
$932K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 0.39% |
$322 - $380
|
2.3K
$98.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.51K+ 2.17% |
$233K - $275K
|
306K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.26K- 18.12% |
$80.8K - $95.5K
|
10.2K
$439K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.79KNew |
$278K - $329K
|
7.79K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-23- 0.37% |
$823 - $972
|
6.17K
$265K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
29.3KNew |
$1.05M - $1.24M
|
29.3K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
257+ 34.5% |
$9.19K - $10.9K
|
1K
$43.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1K- 9.7% |
$35.8K - $42.3K
|
9.31K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
1.19K+ 10.69% |
$42.5K - $50.2K
|
12.3K
$529K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
368+ 33.55% |
$13.2K - $15.6K
|
1.47K
$63K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
11+ 0.17% |
$393 - $465
|
6.66K
$287K
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-63.2K- 44.79% |
$2.26M - $2.67M
|
77.9K
$3.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.34KNew |
$191K - $226K
|
5.34K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13K+ 0.49% |
$467K - $551K
|
2.69M
$116M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.22MNew |
$43.7M - $51.6M
|
1.22M
$52.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.75KNew |
$170K - $201K
|
4.75K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
25New |
$894 - $1.06K
|
25
$1.08K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
28+ 0.41% |
$1K - $1.18K
|
6.79K
$292K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
4.23K+ 1.24% |
$151K - $179K
|
344K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-747- 0.65% |
$26.7K - $31.6K
|
113K
$4.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
148K+ 2909.44% |
$5.29M - $6.26M
|
153K
$6.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
13K+ 2.69% |
$466K - $551K
|
497K
$21.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
4.03K+ 12.68% |
$144K - $170K
|
35.8K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
47+ 0.32% |
$1.68K - $1.99K
|
14.8K
$637K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-577- 4.26% |
$20.6K - $24.4K
|
13K
$557K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-611- 0.68% |
$21.9K - $25.8K
|
89.6K
$3.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4K- 1.21% |
$143K - $169K
|
326K
$14M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-368- 17.84% |
$13.2K - $15.6K
|
1.7K
$72.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
23+ 0.22% |
$823 - $972
|
10.4K
$445K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.86KNew |
$174K - $205K
|
4.86K
$209K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-3.91K- 13.36% |
$140K - $165K
|
25.3K
$1.09M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-7.47K- 37.13% |
$267K - $316K
|
12.7K
$544K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-10.3K- 11.07% |
$367K - $433K
|
82.4K
$3.54M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
125K+ 5199.67% |
$4.92M - $5.32M
|
127K
$5.47M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.21K+ 29.97% |
$166K - $179K
|
18.3K
$785K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.18K+ 2.17% |
$46.6K - $50.5K
|
55.7K
$2.39M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.81K- 48.74% |
$229K - $248K
|
6.11K
$263K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.27K+ 38.47% |
$168K - $182K
|
15.4K
$661K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 8.85% |
$68.4K - $74K
|
17.9K
$769K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-98.4K- 76.52% |
$3.88M - $4.19M
|
30.2K
$1.3M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-27.3K- 5.14% |
$1.08M - $1.16M
|
504K
$21.7M
|
|