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 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
500+ 6.51% |
$18.2K - $19.3K
|
8.19K
$333K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
465New |
$16.9K - $17.9K
|
465
$18.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
415New |
$15.1K - $16K
|
415
$16.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
370+ 6.49% |
$13.5K - $14.3K
|
6.07K
$247K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
364+ 1.84% |
$13.3K - $14K
|
20.1K
$819K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
340+ 2.27% |
$12.4K - $13.1K
|
15.3K
$624K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
330+ 1.5% |
$12K - $12.7K
|
22.4K
$909K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
285New |
$10.4K - $11K
|
285
$11.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
274+ 4.33% |
$9.99K - $10.6K
|
6.6K
$268K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
225+ 2.07% |
$8.2K - $8.68K
|
11.1K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
165New |
$6.01K - $6.37K
|
165
$6.71K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
55New |
$2K - $2.12K
|
55
$2.24K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
25+ 0.25% |
$911 - $965
|
10.2K
$416K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25New |
$911 - $965
|
25
$1.02K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$36.5 - $38.6
|
5.2K
$211K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.04% |
$36.5 - $38.6
|
2.82K
$115K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$36.5 - $38.6
|
6.89K
$280K
|
|
|
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
$6.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24K+ 102.82% |
$830K - $922K
|
47.3K
$1.92M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
18.1KNew |
$627K - $696K
|
18.1K
$736K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.4K+ 3.65% |
$568K - $631K
|
466K
$18.9M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
15.3KNew |
$531K - $590K
|
15.3K
$623K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
14.3KNew |
$494K - $549K
|
14.3K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$375K - $416K
|
10.8K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.5KNew |
$362K - $403K
|
10.5K
$425K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.2KNew |
$353K - $392K
|
10.2K
$415K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9KNew |
$312K - $346K
|
9K
$366K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
7.5KNew |
$260K - $289K
|
7.5K
$305K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
6.26K+ 44.14% |
$217K - $241K
|
20.4K
$830K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.12K+ 6797.78% |
$212K - $235K
|
6.21K
$252K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
5.6KNew |
$194K - $215K
|
5.6K
$228K
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
5.5KNew |
$190K - $212K
|
5.5K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.47KNew |
$189K - $210K
|
5.47K
$222K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
5.45KNew |
$189K - $209K
|
5.45K
$221K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.24KNew |
$181K - $202K
|
5.24K
$213K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5.23KNew |
$181K - $201K
|
5.23K
$212K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.75KNew |
$164K - $183K
|
4.75K
$193K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3KNew |
$104K - $115K
|
3K
$122K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.63KNew |
$91.2K - $101K
|
2.63K
$107K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.25K+ 29.63% |
$77.7K - $86.4K
|
9.82K
$399K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.24KNew |
$77.5K - $86.2K
|
2.24K
$91.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2KNew |
$69.2K - $76.9K
|
2K
$81.3K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 6.95% |
$67.3K - $74.8K
|
29.9K
$1.22M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$51.9K - $57.7K
|
1.5K
$61K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.38KNew |
$47.6K - $52.9K
|
1.38K
$55.9K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.13K+ 5.39% |
$39.1K - $43.5K
|
22.1K
$898K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
950+ 12.02% |
$32.9K - $36.5K
|
8.86K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
888+ 426.92% |
$30.7K - $34.2K
|
1.1K
$44.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
761+ 510.74% |
$26.3K - $29.3K
|
910
$37K
|
|