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 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-20.6K- 20.62% |
$768K - $835K
|
79.1K
$3.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.89K- 2.01% |
$108K - $117K
|
141K
$5.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-705- 3.68% |
$26.3K - $28.6K
|
18.5K
$749K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1+ 0.01% |
$37.3 - $40.6
|
14.8K
$601K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-405- 2.61% |
$15.1K - $16.5K
|
15.1K
$614K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9.68K- 16.45% |
$361K - $393K
|
49.2K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.65K- 14.07% |
$98.9K - $108K
|
16.2K
$657K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.07K+ 49.48% |
$115K - $125K
|
9.28K
$377K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
10.9KNew |
$405K - $441K
|
10.9K
$441K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.4% |
$672 - $731
|
4.55K
$185K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.25K+ 17.34% |
$233K - $254K
|
42.3K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.52K+ 0.82% |
$169K - $183K
|
555K
$22.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
494New |
$18.4K - $20.1K
|
494
$20.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-50- 0.16% |
$1.87K - $2.03K
|
31.4K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.65K- 4.63% |
$136K - $148K
|
75.2K
$3.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.11K+ 21.13% |
$41.2K - $44.9K
|
6.34K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.01K- 0.33% |
$37.6K - $40.9K
|
302K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.1K+ 19.13% |
$40.9K - $44.5K
|
6.82K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-75- 0.38% |
$2.8K - $3.05K
|
19.5K
$790K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
4.02K+ 3.43% |
$150K - $163K
|
121K
$4.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
10KNew |
$375K - $408K
|
10K
$407K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.87K+ 0.83% |
$107K - $117K
|
348K
$14.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-54- 2.42% |
$2.02K - $2.19K
|
2.18K
$88.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-38- 0.08% |
$1.42K - $1.54K
|
49.4K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.06K- 1.65% |
$39.6K - $43.1K
|
63.2K
$2.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-11.1K- 1.55% |
$415K - $452K
|
706K
$28.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
105+ 20.59% |
$3.92K - $4.27K
|
615
$25K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-252- 0.67% |
$9.41K - $10.2K
|
37.4K
$1.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
155+ 0.22% |
$5.79K - $6.3K
|
69.5K
$2.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5.19KNew |
$194K - $211K
|
5.19K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
265+ 3.72% |
$9.89K - $10.8K
|
7.38K
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-3- 0.01% |
$112 - $122
|
36.6K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.1K+ 18.54% |
$116K - $126K
|
19.8K
$803K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-880- 2.69% |
$32.9K - $35.8K
|
31.8K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
24.7K+ 4.11% |
$921K - $1M
|
626K
$25.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-4.55K- 2.16% |
$170K - $185K
|
206K
$8.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-300- 4.54% |
$11.2K - $12.2K
|
6.31K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.96K+ 4.29% |
$297K - $323K
|
193K
$7.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
23.7KNew |
$885K - $964K
|
23.7K
$963K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-343- 2.51% |
$12.8K - $13.9K
|
13.3K
$541K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
SELL
|
- |
-5.01K- 22.97% |
$187K - $204K
|
16.8K
$682K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-779- 11.61% |
$29.1K - $31.7K
|
5.93K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.19K+ 0.42% |
$44.4K - $48.3K
|
286K
$11.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.18KNew |
$193K - $210K
|
5.18K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14- 0.12% |
$523 - $569
|
11.3K
$459K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.81K+ 9.78% |
$329K - $358K
|
98.9K
$4.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5.15KNew |
$192K - $209K
|
5.15K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 1.98% |
$2.65K - $2.88K
|
3.65K
$148K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.77K+ 708.0% |
$66.1K - $71.9K
|
2.02K
$82K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.6KNew |
$97.2K - $106K
|
2.6K
$106K
|