Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-260- 4.22% |
$9.39K - $9.94K
|
5.89K
$275K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.17K- 4.52% |
$182K - $195K
|
109K
$5.08M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-300- 4.22% |
$9.74K - $11.4K
|
6.82K
$317K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-199- 2.22% |
$6.46K - $7.57K
|
8.77K
$409K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-68.1K- 24.61% |
$2.2M - $2.59M
|
209K
$9.73M
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-150KClosed |
$5.02M - $5.86M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-45.5KClosed |
$1.52M - $1.77M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.3KClosed |
$378K - $443K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-10.8K- 91.42% |
$361K - $423K
|
1.02K
$47.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.67KClosed |
$189K - $221K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.42K- 35.63% |
$114K - $134K
|
6.18K
$288K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.82K- 16.63% |
$60.7K - $70.9K
|
9.12K
$425K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-420- 71.92% |
$14K - $16.4K
|
164
$7.64K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.27KClosed |
$46.5K - $50.8K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-344Closed |
$12.6K - $13.7K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-300- 4.63% |
$11K - $12K
|
6.18K
$288K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-210Closed |
$7.67K - $8.39K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-116Closed |
$4.23K - $4.63K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-21Closed |
$767 - $839
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-301KClosed |
$10.8M - $11.4M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-6.28KClosed |
$226K - $238K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-760Closed |
$27.3K - $28.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-13.6KClosed |
$472K - $500K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-11.4KClosed |
$398K - $421K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.2KClosed |
$389K - $412K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.71KClosed |
$59.5K - $63K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-12.7KClosed |
$408K - $442K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.97KClosed |
$320K - $347K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.91KClosed |
$318K - $345K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.85KClosed |
$284K - $308K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-80- 5.48% |
$2.57K - $2.78K
|
1.38K
$64.3K
|
|
| Q4 2020 | |||||||
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.8KClosed |
$319K - $356K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Arlington Partners LLC
|
SELL
|
- |
-3.18KClosed |
$93.9K - $105K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-1.45KClosed |
$42.8K - $47.8K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-848Closed |
$25K - $27.9K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-475Closed |
$14K - $15.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 15, 2020
Q3 2020
|
Regions Financial Corp
|
SELL
|
- |
-11.3KClosed |
$317K - $356K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.33KClosed |
$93.9K - $105K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-133Closed |
$3.74K - $4.2K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-130Closed |
$3.66K - $4.11K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-900Closed |
$21.4K - $27K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-800Closed |
$19K - $24K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-39.7KClosed |
$847K - $1.26M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-18.1KClosed |
$386K - $574K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-240Closed |
$5.12K - $7.62K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-135Closed |
$2.88K - $4.28K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-20KClosed |
$576K - $617K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-500Closed |
$14K - $14.9K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-400Closed |
$11.2K - $11.9K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Girard Partners Ltd.
|
SELL
|
- |
-7.41KClosed |
$201K - $215K
|
0
$0
|
|