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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-33- 0.56% |
$1.23K - $1.34K
|
5.81K
$236K
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-58- 0.24% |
$2.17K - $2.36K
|
24.5K
$995K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34K- 7.96% |
$1.27M - $1.38M
|
393K
$16M
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
10.5KNew |
$392K - $427K
|
10.5K
$426K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.34K- 9.43% |
$199K - $217K
|
51.3K
$2.08M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.17K- 3.11% |
$43.8K - $47.7K
|
36.5K
$1.48M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.62% |
$74.7 - $81.3
|
326
$13.2K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.75KNew |
$103K - $112K
|
2.75K
$111K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.04% |
$112 - $122
|
8.09K
$328K
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-40.3K- 22.29% |
$1.5M - $1.64M
|
140K
$5.7M
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11K+ 84.56% |
$412K - $448K
|
24.1K
$977K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-431- 0.89% |
$16.1K - $17.5K
|
47.7K
$1.94M
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-629- 5.56% |
$23.5K - $25.6K
|
10.7K
$434K
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
5.03KNew |
$188K - $204K
|
5.03K
$204K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-217- 0.34% |
$8.1K - $8.82K
|
64K
$2.6M
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-804- 2.7% |
$30K - $32.7K
|
29K
$1.18M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
78+ 0.4% |
$2.91K - $3.17K
|
19.6K
$798K
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
54+ 0.27% |
$2.02K - $2.19K
|
20.3K
$823K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-17.8K- 28.8% |
$665K - $723K
|
44K
$1.79M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.11KNew |
$41.4K - $45.1K
|
1.11K
$45.1K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.02% |
$261 - $284
|
42K
$1.71M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
14.8K+ 9.43% |
$552K - $601K
|
172K
$6.97M
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
48+ 0.02% |
$1.79K - $1.95K
|
297K
$12M
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
165+ 2.21% |
$6.16K - $6.7K
|
7.63K
$310K
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
26.7K+ 1.21% |
$996K - $1.08M
|
2.23M
$90.4M
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-2.87K- 23.93% |
$107K - $116K
|
9.11K
$370K
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
600+ 22.27% |
$22.4K - $24.4K
|
3.29K
$134K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
538+ 94.39% |
$20.1K - $21.9K
|
1.11K
$45K
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6.03K+ 2.3% |
$225K - $245K
|
268K
$10.9M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
972+ 2.65% |
$36.3K - $39.5K
|
37.6K
$1.53M
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
5.18KNew |
$193K - $210K
|
5.18K
$210K
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-670- 0.8% |
$25K - $27.2K
|
83.5K
$3.39M
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.36K- 0.87% |
$88.1K - $95.9K
|
269K
$10.9M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
22.8K+ 6.97% |
$850K - $925K
|
350K
$14.2M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.77K- 0.26% |
$253K - $275K
|
2.59M
$105M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.49K- 3.06% |
$93.1K - $101K
|
78.9K
$3.2M
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.94K- 1.71% |
$259K - $282K
|
400K
$16.2M
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
116+ 0.36% |
$4.33K - $4.71K
|
32.6K
$1.32M
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
350+ 31.11% |
$13.1K - $14.2K
|
1.48K
$59.9K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.11K- 3.26% |
$116K - $126K
|
92.3K
$3.75M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.31K- 5.9% |
$86.3K - $93.9K
|
36.9K
$1.5M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.65KNew |
$286K - $311K
|
7.65K
$311K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
687+ 2.99% |
$25.6K - $27.9K
|
23.6K
$960K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-7.46K- 0.89% |
$278K - $303K
|
828K
$33.6M
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.46% |
$1.53K - $1.67K
|
9.02K
$366K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-500- 29.21% |
$18.7K - $20.3K
|
1.21K
$49.2K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 6.61% |
$72.9K - $79.4K
|
31.5K
$1.28M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
27K+ 9.28% |
$1.01M - $1.1M
|
318K
$12.9M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
190+ 3.89% |
$7.09K - $7.72K
|
5.07K
$206K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
14.8K+ 2.55% |
$552K - $601K
|
594K
$24.1M
|