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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.5K+ 17.36% |
$61.6K - $72.3K
|
10.1K
$516K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-271- 10.72% |
$11.1K - $13.1K
|
2.26K
$115K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.54% |
$82.1 - $96.3
|
373
$19K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
4.4KNew |
$198K - $212K
|
4.4K
$224K
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
246+ 3.04% |
$11.1K - $11.9K
|
8.35K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.2KNew |
$729K - $782K
|
16.2K
$825K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.02K+ 13.08% |
$45.9K - $49.2K
|
8.84K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.26K- 10.82% |
$56.5K - $60.6K
|
10.4K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.93K+ 17.12% |
$132K - $141K
|
20.1K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-105K- 97.26% |
$4.74M - $5.08M
|
2.98K
$151K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.01K+ 15.22% |
$45.1K - $48.4K
|
7.61K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
352New |
$15.8K - $17K
|
352
$17.9K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
160New |
$7.19K - $7.71K
|
160
$8.14K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.17K- 2.36% |
$52.6K - $56.4K
|
48.4K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-944- 16.1% |
$42.4K - $45.5K
|
4.92K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22+ 0.27% |
$988 - $1.06K
|
8.17K
$415K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.66KNew |
$210K - $225K
|
4.66K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-6.44K- 7.81% |
$289K - $310K
|
76K
$3.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.17KNew |
$367K - $393K
|
8.17K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-260- 52.21% |
$11.7K - $12.5K
|
238
$12.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65K+ 164900.0% |
$74.1K - $79.4K
|
1.65K
$83.9K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
350New |
$16K - $16.9K
|
350
$17.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.82KNew |
$220K - $232K
|
4.82K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.5KNew |
$206K - $217K
|
4.5K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.69KNew |
$306K - $323K
|
6.69K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18New |
$823 - $868
|
18
$916
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.62KNew |
$74K - $78K
|
1.62K
$82.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.11K- 36.23% |
$50.7K - $53.4K
|
1.95K
$99.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28New |
$1.28K - $1.35K
|
28
$1.42K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.2KNew |
$54.9K - $57.8K
|
1.2K
$61K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
500New |
$21.3K - $23.3K
|
500
$25.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
9.91KNew |
$422K - $461K
|
9.91K
$504K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
4.3KNew |
$183K - $200K
|
4.3K
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.76KNew |
$246K - $268K
|
5.76K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
12+ 0.14% |
$512 - $559
|
8.56K
$436K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.36KNew |
$57.9K - $63.2K
|
1.36K
$69.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.4K+ 3.44% |
$659K - $719K
|
465K
$23.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.5K+ 3.91% |
$617K - $673K
|
385K
$19.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.51KNew |
$64.5K - $70.4K
|
1.51K
$76.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.7KNew |
$200K - $219K
|
4.7K
$239K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.41K- 7.22% |
$57.3K - $61.1K
|
18.2K
$925K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
181New |
$7.33K - $7.82K
|
181
$9.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$407K - $435K
|
10.1K
$511K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.43KNew |
$57.9K - $61.8K
|
1.43K
$72.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
786New |
$31.8K - $34K
|
786
$40K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-517- 50.84% |
$20.9K - $22.3K
|
500
$25.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1K- 9.96% |
$40.5K - $43.2K
|
9.04K
$460K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
345New |
$14K - $14.9K
|
345
$17.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6+ 0.47% |
$243 - $259
|
1.29K
$65.6K
|
|