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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.61K- 21.95% |
$125K - $133K
|
9.28K
$472K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-381- 6.96% |
$18.3K - $19.4K
|
5.09K
$259K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.33% |
$192 - $204
|
1.22K
$61.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.41K+ 6.01% |
$404K - $428K
|
148K
$7.54M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-289- 0.84% |
$13.9K - $14.7K
|
34.1K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.31K+ 13.35% |
$62.8K - $66.5K
|
11.1K
$565K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-383- 0.4% |
$18.4K - $19.5K
|
94.7K
$4.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5- 16.67% |
$240 - $254
|
25
$1.27K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
33+ 4.08% |
$1.59K - $1.68K
|
841
$42.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-50.4K- 51.43% |
$2.42M - $2.56M
|
47.6K
$2.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
496+ 10.44% |
$23.8K - $25.2K
|
5.25K
$267K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-864- 4.23% |
$41.5K - $44K
|
19.5K
$994K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-368- 3.52% |
$17.7K - $18.7K
|
10.1K
$513K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-667- 1.23% |
$32K - $33.9K
|
53.6K
$2.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2+ 0.02% |
$96.1 - $102
|
8.15K
$415K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.22K- 3.53% |
$203K - $215K
|
115K
$5.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-1.82K- 3.54% |
$87.3K - $92.5K
|
49.5K
$2.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.29% |
$96.1 - $102
|
681
$34.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
45.4KNew |
$2.18M - $2.31M
|
45.4K
$2.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.56K- 2.99% |
$123K - $130K
|
83.1K
$4.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-112- 21.71% |
$5.38K - $5.7K
|
404
$20.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
14+ 0.28% |
$673 - $712
|
5.07K
$258K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.64K+ 10.16% |
$175K - $185K
|
39.4K
$2M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-155- 0.67% |
$7.45K - $7.89K
|
22.9K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-66- 0.16% |
$3.17K - $3.36K
|
40K
$2.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-205- 5.14% |
$9.85K - $10.4K
|
3.79K
$193K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-162- 0.14% |
$7.78K - $8.24K
|
113K
$5.76M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.46K- 1.18% |
$59.7K - $70.1K
|
122K
$6.19M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-7.48K- 1.49% |
$307K - $360K
|
493K
$25.1M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
6.15KNew |
$252K - $296K
|
6.15K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
58+ 0.25% |
$2.38K - $2.79K
|
22.9K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5- 0.1% |
$205 - $241
|
5.19K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.44K- 15.87% |
$59.1K - $69.4K
|
7.63K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.03K- 37.69% |
$124K - $146K
|
5K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.75K- 83.41% |
$113K - $132K
|
547
$27.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13+ 0.15% |
$534 - $626
|
8.6K
$438K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.71K- 13.6% |
$70.1K - $82.3K
|
10.9K
$552K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.17KNew |
$171K - $201K
|
4.17K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
905+ 14.3% |
$37.2K - $43.6K
|
7.23K
$368K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.93K- 15.35% |
$243K - $286K
|
32.7K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-807- 43.36% |
$33.1K - $38.9K
|
1.05K
$53.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
111New |
$4.56K - $5.35K
|
111
$5.65K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-423- 6.57% |
$17.4K - $20.4K
|
6.02K
$306K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.39% |
$164 - $193
|
1.04K
$53K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
253+ 58.03% |
$10.4K - $12.2K
|
689
$35K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-230K- 97.63% |
$9.44M - $11.1M
|
5.59K
$285K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-135K- 88.66% |
$5.55M - $6.51M
|
17.3K
$879K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-200- 2.99% |
$8.21K - $9.63K
|
6.49K
$330K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
293New |
$12K - $14.1K
|
293
$14.9K
|
|