Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PRF)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PRF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
415New |
$15.1K - $16K
|
415
$16.7K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
415+ 1.32% |
$15.1K - $16K
|
31.8K
$1.28M
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
370+ 6.49% |
$13.5K - $14.3K
|
6.07K
$244K
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
364+ 1.84% |
$13.3K - $14K
|
20.1K
$811K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
340+ 2.27% |
$12.4K - $13.1K
|
15.3K
$618K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
330+ 1.5% |
$12K - $12.7K
|
22.4K
$900K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
323+ 4.37% |
$11.8K - $12.5K
|
7.72K
$311K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
285New |
$10.4K - $11K
|
285
$11.5K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
274+ 4.33% |
$9.99K - $10.6K
|
6.6K
$266K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
228+ 0.22% |
$8.31K - $8.8K
|
102K
$4.12M
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
225+ 2.07% |
$8.2K - $8.68K
|
11.1K
$446K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
201+ 0.75% |
$7.33K - $7.75K
|
26.9K
$1.08M
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
174+ 0.06% |
$6.34K - $6.71K
|
303K
$12.2M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
171+ 0.6% |
$6.23K - $6.6K
|
28.9K
$1.16M
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
165New |
$6.01K - $6.37K
|
165
$6.65K
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
99+ 0.01% |
$3.61K - $3.82K
|
742K
$29.9M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
55New |
$2K - $2.12K
|
55
$2.22K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
40+ 0.07% |
$1.46K - $1.54K
|
57.3K
$2.31M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33+ 0.36% |
$1.2K - $1.27K
|
9.15K
$369K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
29+ 0.2% |
$1.06K - $1.12K
|
14.3K
$576K
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
25+ 0.25% |
$911 - $965
|
10.2K
$412K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25New |
$911 - $965
|
25
$1.01K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.4% |
$656 - $694
|
4.53K
$183K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
15+ 0.09% |
$547 - $579
|
17.1K
$687K
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
13+ 0.13% |
$474 - $502
|
9.81K
$395K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.2% |
$328 - $347
|
4.54K
$183K
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.39% |
$109 - $116
|
776
$31.3K
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.04% |
$72.9 - $77.2
|
4.54K
$183K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.39% |
$72.9 - $77.2
|
511
$20.6K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$36.5 - $38.6
|
5.2K
$209K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.04% |
$36.5 - $38.6
|
2.82K
$114K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$36.5 - $38.6
|
6.89K
$277K
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.3K+ 20.05% |
$876K - $974K
|
152K
$6.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24K+ 102.82% |
$830K - $922K
|
47.3K
$1.9M
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
18.1KNew |
$627K - $696K
|
18.1K
$729K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.4K+ 3.65% |
$568K - $631K
|
466K
$18.8M
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
15.3KNew |
$531K - $590K
|
15.3K
$618K
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
14.3KNew |
$494K - $549K
|
14.3K
$574K
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
13.9KNew |
$482K - $536K
|
13.9K
$561K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$375K - $416K
|
10.8K
$436K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.5KNew |
$362K - $403K
|
10.5K
$422K
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.2KNew |
$353K - $392K
|
10.2K
$411K
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9KNew |
$312K - $346K
|
9K
$363K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.49K+ 29.27% |
$294K - $326K
|
37.5K
$1.51M
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
7.5KNew |
$260K - $289K
|
7.5K
$302K
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
6.26K+ 44.14% |
$217K - $241K
|
20.4K
$823K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.12K+ 6797.78% |
$212K - $235K
|
6.21K
$250K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
5.6KNew |
$194K - $215K
|
5.6K
$226K
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
5.5KNew |
$190K - $212K
|
5.5K
$222K
|