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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.01K+ 10.05% |
$30.5K - $35.5K
|
11K
$450K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$30.4K - $35.3K
|
1K
$40.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
624+ 400.0% |
$19K - $22K
|
780
$31.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
525New |
$15.9K - $18.5K
|
525
$21.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
310New |
$9.41K - $10.9K
|
310
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
190New |
$5.77K - $6.71K
|
190
$7.77K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
116New |
$3.52K - $4.1K
|
116
$4.75K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
115+ 1.36% |
$3.49K - $4.06K
|
8.6K
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
60New |
$1.82K - $2.12K
|
60
$2.46K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
55New |
$1.67K - $1.94K
|
55
$2.25K
|
|
| Q3 2023 | |||||||
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
453K+ 413.82% |
$14.4M - $75.3M
|
562K
$23M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
262K+ 389.2% |
$8.33M - $43.6M
|
330K
$13.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
180K+ 384.45% |
$5.7M - $29.9M
|
226K
$9.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
100K+ 400.0% |
$3.18M - $16.6M
|
125K
$5.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
47.9K+ 414.6% |
$1.52M - $7.96M
|
59.4K
$2.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
41.7K+ 400.0% |
$1.32M - $6.93M
|
52.1K
$2.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
26.2K+ 385.98% |
$833K - $4.36M
|
33K
$1.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
25.1K+ 400.0% |
$796K - $4.17M
|
31.3K
$1.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
20.5K+ 400.0% |
$652K - $3.42M
|
25.7K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
20K+ 400.0% |
$635K - $3.33M
|
25K
$1.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
19.4K+ 400.02% |
$617K - $3.23M
|
24.3K
$993K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
18.7K+ 400.0% |
$593K - $3.11M
|
23.4K
$956K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
16K+ 400.0% |
$508K - $2.66M
|
20K
$818K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
14.8K+ 400.0% |
$471K - $2.46M
|
18.5K
$758K
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
14.7KNew |
$468K - $2.45M
|
14.7K
$602K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
12.6K+ 400.0% |
$402K - $2.1M
|
15.8K
$647K
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 400.0% |
$400K - $2.1M
|
15.8K
$645K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.2K+ 399.97% |
$386K - $2.02M
|
15.2K
$622K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.7K+ 377.8% |
$372K - $1.95M
|
14.8K
$606K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.4K+ 575.26% |
$363K - $1.9M
|
13.4K
$550K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
11K+ 400.0% |
$348K - $1.82M
|
13.7K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.95KNew |
$316K - $1.65M
|
9.95K
$407K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
9.85K+ 400.0% |
$313K - $1.64M
|
12.3K
$504K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
9.64K+ 400.0% |
$306K - $1.6M
|
12.1K
$493K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
8.62K+ 400.0% |
$274K - $1.43M
|
10.8K
$441K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
8KNew |
$254K - $1.33M
|
8K
$327K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
7.39K+ 399.95% |
$235K - $1.23M
|
9.24K
$378K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
7.36K+ 400.0% |
$234K - $1.22M
|
9.21K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.18K+ 400.0% |
$228K - $1.19M
|
8.98K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
7.06K+ 383.85% |
$224K - $1.17M
|
8.9K
$364K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
6.86K+ 400.0% |
$218K - $1.14M
|
8.58K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
6.8K+ 400.0% |
$216K - $1.13M
|
8.5K
$348K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.94K+ 400.0% |
$189K - $988K
|
7.43K
$304K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.21K+ 400.0% |
$166K - $867K
|
6.52K
$267K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
4.97KNew |
$158K - $826K
|
4.97K
$203K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.91K+ 400.0% |
$124K - $650K
|
4.89K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
3.9K+ 156.0% |
$124K - $648K
|
6.4K
$262K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3.71K+ 400.0% |
$118K - $617K
|
4.64K
$190K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.66K+ 400.0% |
$116K - $609K
|
4.58K
$187K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.78K+ 400.0% |
$88.3K - $462K
|
3.48K
$142K
|
|