Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PFM)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PFM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.3% |
$91.4 - $96.4
|
674
$32K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-180- 0.44% |
$8.23K - $8.68K
|
40.3K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.11K- 36.23% |
$50.7K - $53.4K
|
1.95K
$92.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
8.6KNew |
$393K - $414K
|
8.6K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
39.7K+ 229.5% |
$1.81M - $1.91M
|
56.9K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.65K- 99.94% |
$75.4K - $79.5K
|
1
$47.5
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28New |
$1.28K - $1.35K
|
28
$1.33K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.57K+ 10.07% |
$71.8K - $75.7K
|
17.2K
$816K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8.76K- 6.85% |
$401K - $422K
|
119K
$5.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-264- 1.43% |
$12.1K - $12.7K
|
18.2K
$864K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
815+ 11.15% |
$37.3K - $39.3K
|
8.13K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-617- 10.4% |
$28.2K - $29.7K
|
5.32K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-200- 1.49% |
$9.14K - $9.64K
|
13.2K
$628K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.42% |
$229 - $241
|
1.2K
$57.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23.8KNew |
$1.09M - $1.15M
|
23.8K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.2KNew |
$54.9K - $57.8K
|
1.2K
$57K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.04K+ 12.32% |
$172K - $188K
|
36.8K
$1.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
50KNew |
$2.13M - $2.33M
|
50K
$2.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.05K+ 1.83% |
$45K - $49.1K
|
58.7K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-511- 0.47% |
$21.8K - $23.8K
|
108K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-40- 0.04% |
$1.71K - $1.86K
|
89.2K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-351- 0.62% |
$15K - $16.3K
|
56.1K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-533- 2.6% |
$22.7K - $24.8K
|
19.9K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.44K+ 59.9% |
$317K - $347K
|
19.9K
$944K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-331- 0.87% |
$14.1K - $15.4K
|
37.7K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
330+ 0.79% |
$14.1K - $15.4K
|
42.4K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 12.42% |
$52.8K - $57.6K
|
8.73K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-93- 0.18% |
$3.97K - $4.33K
|
51.5K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.1K- 5.94% |
$731K - $798K
|
271K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
160New |
$6.82K - $7.45K
|
160
$7.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
500New |
$21.3K - $23.3K
|
500
$23.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.82K- 6.41% |
$376K - $411K
|
129K
$6.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-143- 0.62% |
$6.1K - $6.66K
|
22.9K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.23K- 0.78% |
$223K - $243K
|
668K
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.39K+ 86.37% |
$400K - $437K
|
20.3K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.81K- 88.29% |
$376K - $410K
|
1.17K
$55.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
43+ 0.63% |
$1.83K - $2K
|
6.87K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
629+ 3.57% |
$26.8K - $29.3K
|
18.3K
$868K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$42.7 - $46.6
|
368
$17.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.81K+ 2.07% |
$376K - $410K
|
435K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.3K- 62.36% |
$906K - $989K
|
12.8K
$609K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
742+ 1.0% |
$31.6K - $34.5K
|
75.3K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
89+ 1.13% |
$3.8K - $4.14K
|
7.96K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 2.34% |
$58K - $63.4K
|
59.4K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.8K+ 45.16% |
$1.01M - $1.11M
|
76.4K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
320+ 0.89% |
$13.6K - $14.9K
|
36.2K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1K+ 1.61% |
$42.7K - $46.6K
|
63.1K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.17K+ 4.55% |
$92.6K - $101K
|
49.8K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
209K+ 120.56% |
$8.9M - $9.71M
|
382K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
41.5KNew |
$1.77M - $1.93M
|
41.5K
$1.97M
|
|