Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PFM)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PFM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
17+ 0.07% |
$777 - $819
|
22.9K
$1.04M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.23% |
$777 - $819
|
7.29K
$330K
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14+ 0.06% |
$640 - $675
|
23.4K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.12% |
$503 - $530
|
9.23K
$418K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8+ 0.74% |
$366 - $386
|
1.09K
$49.2K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.42% |
$229 - $241
|
1.2K
$54.5K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.39% |
$183 - $193
|
1.03K
$46.8K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.3% |
$91.4 - $96.4
|
674
$30.5K
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.4% |
$91.4 - $96.4
|
498
$22.6K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$45.7 - $48.2
|
369
$16.7K
|
|
Q3 2024 | |||||||
Mar 25, 2025
Q3 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
82.4KNew |
$3.52M - $3.84M
|
82.4K
$3.73M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
45.1KNew |
$1.92M - $2.1M
|
45.1K
$2.04M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.4K+ 3.44% |
$659K - $719K
|
465K
$21M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.5K+ 3.91% |
$617K - $673K
|
385K
$17.4M
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
9.91KNew |
$422K - $461K
|
9.91K
$449K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.76KNew |
$246K - $268K
|
5.76K
$261K
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.7KNew |
$200K - $219K
|
4.7K
$213K
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.66KNew |
$199K - $217K
|
4.66K
$211K
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
4.3KNew |
$183K - $200K
|
4.3K
$195K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.51KNew |
$64.5K - $70.4K
|
1.51K
$68.5K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.36KNew |
$57.9K - $63.2K
|
1.36K
$61.5K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
500New |
$21.3K - $23.3K
|
500
$22.7K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
160New |
$6.82K - $7.45K
|
160
$7.25K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
43+ 0.63% |
$1.83K - $2K
|
6.87K
$311K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25+ 1.67% |
$1.07K - $1.16K
|
1.52K
$68.9K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
12+ 0.14% |
$512 - $559
|
8.56K
$388K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$407K - $435K
|
10.1K
$455K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.43KNew |
$57.9K - $61.8K
|
1.43K
$64.8K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
786New |
$31.8K - $34K
|
786
$35.6K
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
345New |
$14K - $14.9K
|
345
$15.6K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6+ 0.47% |
$243 - $259
|
1.29K
$58.4K
|
|
Q1 2024 | |||||||
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.06K+ 10.37% |
$161K - $173K
|
43.2K
$1.96M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.48K+ 7.01% |
$98K - $106K
|
37.9K
$1.72M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.1K+ 29.92% |
$83.1K - $89.6K
|
9.14K
$414K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
196+ 2.72% |
$7.74K - $8.34K
|
7.41K
$336K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
140New |
$5.53K - $5.96K
|
140
$6.34K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
21+ 0.43% |
$830 - $894
|
4.92K
$223K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17+ 0.53% |
$672 - $724
|
3.25K
$147K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$198 - $213
|
5
$227
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
113KNew |
$3.97M - $4.5M
|
113K
$5.1M
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
16KNew |
$564K - $639K
|
16K
$725K
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.35KNew |
$294K - $333K
|
8.35K
$378K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.47KNew |
$193K - $218K
|
5.47K
$248K
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.12KNew |
$180K - $204K
|
5.12K
$232K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.25K+ 77.62% |
$43.9K - $49.7K
|
2.85K
$129K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.11K+ 2.04% |
$39K - $44.2K
|
55.4K
$2.51M
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
541+ 4.16% |
$19.1K - $21.6K
|
13.6K
$614K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.36% |
$70.5 - $79.8
|
550
$24.9K
|
|
Q3 2023 | |||||||
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5KNew |
$421K - $453K
|
11.5K
$523K
|