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 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.39K+ 86.37% |
$400K - $437K
|
20.3K
$960K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.81K- 88.29% |
$376K - $410K
|
1.17K
$55.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-93- 0.18% |
$3.97K - $4.33K
|
51.5K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
43+ 0.63% |
$1.83K - $2K
|
6.87K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
629+ 3.57% |
$26.8K - $29.3K
|
18.3K
$866K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$42.7 - $46.6
|
368
$17.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.81K+ 2.07% |
$376K - $410K
|
435K
$20.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.3K- 62.36% |
$906K - $989K
|
12.8K
$608K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
209K+ 120.56% |
$8.9M - $9.71M
|
382K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.17K+ 4.55% |
$92.6K - $101K
|
49.8K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1K+ 1.61% |
$42.7K - $46.6K
|
63.1K
$2.99M
|
|
|
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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.8K+ 45.16% |
$1.01M - $1.11M
|
76.4K
$3.62M
|
|
|
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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
89+ 1.13% |
$3.8K - $4.14K
|
7.96K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
742+ 1.0% |
$31.6K - $34.5K
|
75.3K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-838- 9.05% |
$35.7K - $39K
|
8.42K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
41.5KNew |
$1.77M - $1.93M
|
41.5K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.3K+ 185.24% |
$739K - $806K
|
26.7K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-451- 5.46% |
$19.2K - $21K
|
7.82K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.0% |
$85.3 - $93.1
|
59.9K
$2.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.22% |
$682 - $745
|
7.28K
$345K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
9.91KNew |
$422K - $461K
|
9.91K
$470K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.71K- 0.38% |
$329K - $359K
|
2.04M
$96.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
753+ 0.64% |
$32.1K - $35.1K
|
119K
$5.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.66KNew |
$199K - $217K
|
4.66K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
202+ 23.09% |
$8.62K - $9.4K
|
1.08K
$51.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-492- 1.25% |
$21K - $22.9K
|
38.8K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-876- 0.81% |
$37.4K - $40.8K
|
107K
$5.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
95.4K+ 681.42% |
$4.07M - $4.44M
|
109K
$5.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
4.3KNew |
$183K - $200K
|
4.3K
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
566+ 122.25% |
$24.1K - $26.3K
|
1.03K
$48.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25+ 1.67% |
$1.07K - $1.16K
|
1.52K
$72.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.76KNew |
$246K - $268K
|
5.76K
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
12+ 0.14% |
$512 - $559
|
8.56K
$406K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.36KNew |
$57.9K - $63.2K
|
1.36K
$64.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12KNew |
$513K - $560K
|
12K
$570K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.71K+ 25.23% |
$329K - $359K
|
38.3K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-552- 5.6% |
$23.5K - $25.7K
|
9.31K
$441K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
45.1KNew |
$1.92M - $2.1M
|
45.1K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-12K- 1.44% |
$511K - $557K
|
820K
$38.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.4K+ 3.44% |
$659K - $719K
|
465K
$22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.5K+ 3.91% |
$617K - $673K
|
385K
$18.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.8K- 31.69% |
$1.78M - $1.94M
|
90K
$4.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.51KNew |
$64.5K - $70.4K
|
1.51K
$71.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-90- 0.97% |
$3.84K - $4.19K
|
9.22K
$437K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14+ 0.06% |
$597 - $652
|
23.4K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.7KNew |
$200K - $219K
|
4.7K
$223K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$407K - $435K
|
10.1K
$477K
|
|