Ibex Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History

Ibex Wealth Advisors

$995 Million
Q3 2025

A detailed history of Ibex Wealth Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ibex Wealth Advisors holds 8,439 shares of PFM stock, worth $429,291. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,439

Previous 8,461 0.26%

Holding current value

$429,291

Previous $407,000 5.16%

% of portfolio

0.04%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$48.04 - $50.89 $1,056 - $1,119	-22 Reduced 0.26%	8,439 $428,000
Q2 2025 Aug 07, 2025	BUY	$41.05 - $48.17 $347,324 - $407,566	8,461 New	8,461 $407,000
Q4 2024 Jan 23, 2025	BUY	$45.72 - $48.2 $393,054 - $414,375	8,597 New	8,597 $394,000
Q4 2022 Feb 06, 2023	SELL	$32.48 - $38.02 $6,463 - $7,565	-199 Reduced 2.22%	8,772 $320,000
Q3 2022 Oct 31, 2022	BUY	$32.34 - $38.01 $1,099 - $1,292	34 Added 0.38%	8,971 $290,000

Q2 2022 Aug 16, 2022	BUY	$33.37 - $39.02 $1,234 - $1,443	37 Added 0.42%	8,937 $308,000
Q1 2022 May 16, 2022	BUY	$36.5 - $39.94 $1,168 - $1,278	32 Added 0.36%	8,900 $342,000
Q4 2021 Feb 22, 2022	BUY	$36.17 - $39.8 $1,265 - $1,393	35 Added 0.4%	8,868 $352,000
Q3 2021 Nov 12, 2021	SELL	$35.96 - $38.0 $3,667 - $3,876	-102 Reduced 1.14%	8,833 $318,000
Q2 2021 Aug 20, 2021	BUY	$34.79 - $36.84 $310,848 - $329,165	8,935 New	8,935 $324,000
Q3 2019 Nov 12, 2019	SELL	$28.09 - $29.84 $251,265 - $266,918	-8,945 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$27.08 - $29.03 $242,230 - $259,673	8,945 New	8,945 $256,000

Others Institutions Holding PFM

# of Institutions

143

Shares Held

9.49M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PFM
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Ibex Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History