Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.65K- 14.07% |
$98.9K - $108K
|
16.2K
$701K
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-2.45K- 48.8% |
$91.5K - $99.5K
|
2.57K
$111K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.93K- 27.4% |
$71.9K - $78.3K
|
5.11K
$221K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.48K- 8.77% |
$55.2K - $60.1K
|
15.4K
$667K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.39K- 16.84% |
$51.9K - $56.4K
|
6.86K
$297K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.13K- 1.41% |
$42.3K - $46.1K
|
79.3K
$3.44M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-594- 9.52% |
$22.2K - $24.1K
|
5.65K
$245K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-500- 29.21% |
$18.7K - $20.3K
|
1.21K
$52.5K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-326- 1.37% |
$12.2K - $13.2K
|
23.5K
$1.02M
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-200- 0.65% |
$7.47K - $8.13K
|
30.6K
$1.32M
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-54- 2.42% |
$2.02K - $2.19K
|
2.18K
$94.4K
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-33- 0.56% |
$1.23K - $1.34K
|
5.81K
$252K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14- 0.12% |
$523 - $569
|
11.3K
$489K
|
|
Q2 2024 | |||||||
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-27.4K- 89.44% |
$1M - $1.06M
|
3.24K
$140K
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.76K- 28.59% |
$100K - $106K
|
6.88K
$298K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.62K- 57.16% |
$95.3K - $101K
|
1.96K
$84.9K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.5K- 18.74% |
$91.1K - $96.5K
|
10.8K
$470K
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.58K- 12.7% |
$57.4K - $60.8K
|
10.8K
$469K
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 22.34% |
$54.7K - $57.9K
|
5.22K
$226K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-971- 0.44% |
$35.4K - $37.5K
|
222K
$9.63M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-604- 3.76% |
$22K - $23.3K
|
15.5K
$670K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500- 5.38% |
$18.2K - $19.3K
|
8.8K
$381K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-340- 5.88% |
$12.4K - $13.1K
|
5.44K
$236K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-325- 15.7% |
$11.8K - $12.5K
|
1.75K
$75.6K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.26M- 4.96% |
$43.5M - $48.3M
|
24.1M
$1.04B
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-85K- 46.79% |
$2.94M - $3.27M
|
96.7K
$4.19M
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-68.6K- 12.21% |
$2.37M - $2.64M
|
493K
$21.4M
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-23.8K- 1.72% |
$825K - $917K
|
1.36M
$58.9M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.09K- 10.49% |
$176K - $196K
|
43.4K
$1.88M
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.91K- 32.36% |
$66.3K - $73.6K
|
4K
$173K
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.82K- 10.33% |
$63.1K - $70.2K
|
15.8K
$686K
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.49K- 3.65% |
$51.4K - $57.2K
|
39.3K
$1.7M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1.2K- 85.71% |
$41.5K - $46.2K
|
200
$8.67K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.09K- 7.57% |
$37.9K - $42.1K
|
13.4K
$579K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.01K- 40.68% |
$35K - $38.9K
|
1.47K
$63.8K
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-558- 9.57% |
$19.3K - $21.5K
|
5.27K
$228K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-360- 50.0% |
$12.5K - $13.8K
|
360
$15.6K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-295- 3.11% |
$10.2K - $11.3K
|
9.2K
$399K
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-250- 20.0% |
$8.66K - $9.62K
|
1K
$43.3K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-48.4K- 96.16% |
$1.47M - $1.71M
|
1.94K
$83.9K
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 25.24% |
$477K - $554K
|
46.5K
$2.02M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-8.14K- 96.05% |
$247K - $287K
|
335
$14.5K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-6.18K- 7.92% |
$188K - $218K
|
71.8K
$3.11M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.74K- 39.75% |
$174K - $203K
|
8.7K
$377K
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.94K- 8.42% |
$89.2K - $104K
|
32K
$1.39M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.8K- 2.55% |
$85K - $98.8K
|
107K
$4.64M
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-2.63K- 7.43% |
$79.7K - $92.7K
|
32.7K
$1.42M
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.39K- 17.45% |
$72.6K - $84.4K
|
11.3K
$490K
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2K- 8.91% |
$60.7K - $70.6K
|
20.4K
$886K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.89K- 61.9% |
$57.2K - $66.6K
|
1.16K
$50.3K
|