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 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.02K- 64.69% |
$80.9K - $86.4K
|
1.1K
$47.3K
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
12KNew |
$482K - $515K
|
12K
$516K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-170- 25.76% |
$6.83K - $7.29K
|
490
$21.1K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.68KNew |
$188K - $201K
|
4.68K
$201K
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-3K- 17.85% |
$120K - $129K
|
13.8K
$594K
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-3.71K- 15.64% |
$149K - $159K
|
20K
$861K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-200- 7.2% |
$8.03K - $8.58K
|
2.58K
$111K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
7.85KNew |
$315K - $337K
|
7.85K
$338K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.32KNew |
$254K - $271K
|
6.32K
$272K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.08KNew |
$43.2K - $46.1K
|
1.08K
$46.2K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-640- 47.76% |
$25.7K - $27.5K
|
700
$30.1K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
841New |
$33.8K - $36.1K
|
841
$36.2K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
370New |
$14.9K - $15.9K
|
370
$15.9K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-50- 0.16% |
$2.01K - $2.15K
|
31.3K
$1.35M
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
6.88KNew |
$276K - $295K
|
6.88K
$296K
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.94KNew |
$238K - $255K
|
5.94K
$255K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
374New |
$15K - $16K
|
374
$16.1K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30- 6.25% |
$1.2K - $1.29K
|
450
$19.4K
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.01KNew |
$241K - $258K
|
6.01K
$258K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-22- 4.92% |
$883 - $944
|
425
$18.3K
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-188- 3.62% |
$7.55K - $8.07K
|
5K
$215K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-732- 59.51% |
$29.4K - $31.4K
|
498
$21.4K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15+ 0.29% |
$602 - $644
|
5.19K
$223K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6KNew |
$241K - $257K
|
6K
$258K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
46KNew |
$1.85M - $1.97M
|
46K
$1.98M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.85K- 56.15% |
$114K - $122K
|
2.22K
$95.6K
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.53KNew |
$222K - $237K
|
5.53K
$238K
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
150+ 0.6% |
$6.02K - $6.44K
|
25.1K
$1.08M
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.47K- 1.31% |
$99.1K - $106K
|
186K
$8.01M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.6KNew |
$467K - $499K
|
11.6K
$500K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
121+ 2.75% |
$4.86K - $5.19K
|
4.53K
$195K
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
5.21KNew |
$209K - $223K
|
5.21K
$224K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.04KNew |
$202K - $216K
|
5.04K
$217K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.22% |
$402 - $429
|
4.56K
$196K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
286New |
$11.5K - $12.3K
|
286
$12.3K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-31- 1.47% |
$1.24K - $1.33K
|
2.08K
$89.6K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.24KNew |
$89.9K - $96.1K
|
2.24K
$96.3K
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-173- 1.45% |
$6.95K - $7.42K
|
11.7K
$505K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.75KNew |
$110K - $118K
|
2.75K
$118K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
38New |
$1.53K - $1.63K
|
38
$1.63K
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
5.25KNew |
$196K - $213K
|
5.25K
$226K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.96KNew |
$73.2K - $79.6K
|
1.96K
$84.3K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
119+ 793.33% |
$4.44K - $4.83K
|
134
$5.76K
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
19.5K+ 370.06% |
$728K - $792K
|
24.8K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-594- 9.52% |
$22.2K - $24.1K
|
5.65K
$243K
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
12.2KNew |
$457K - $497K
|
12.2K
$526K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.39KNew |
$201K - $219K
|
5.39K
$232K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.13K- 1.41% |
$42.3K - $46.1K
|
79.3K
$3.41M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.48K- 8.77% |
$55.2K - $60.1K
|
15.4K
$662K
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-200- 0.65% |
$7.47K - $8.13K
|
30.6K
$1.31M
|