Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PRF)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PRF) 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
495+ 3.27% |
$19.9K - $21.2K
|
15.6K
$656K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-357- 0.08% |
$14.3K - $15.3K
|
443K
$18.6M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30- 6.25% |
$1.2K - $1.29K
|
450
$18.9K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
52.3K+ 3.13% |
$2.1M - $2.24M
|
1.72M
$72.3M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.2K+ 198.55% |
$732K - $783K
|
27.4K
$1.15M
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
22+ 0.02% |
$883 - $944
|
140K
$5.9M
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-365- 4.79% |
$14.7K - $15.7K
|
7.25K
$305K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.5K- 2.05% |
$581K - $621K
|
692K
$29.1M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-550- 2.92% |
$22.1K - $23.6K
|
18.3K
$767K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-222- 1.07% |
$8.91K - $9.52K
|
20.6K
$864K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
31+ 0.22% |
$1.24K - $1.33K
|
14.4K
$604K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-22- 4.92% |
$883 - $944
|
425
$17.9K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4.27K- 1.49% |
$172K - $183K
|
282K
$11.8M
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.01KNew |
$241K - $258K
|
6.01K
$252K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.85K- 2.24% |
$315K - $337K
|
342K
$14.4M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.8K- 4.37% |
$112K - $120K
|
61.2K
$2.57M
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-188- 3.62% |
$7.55K - $8.07K
|
5K
$210K
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-250- 2.29% |
$10K - $10.7K
|
10.7K
$449K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.42% |
$763 - $815
|
4.57K
$192K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
328KNew |
$13.2M - $14.1M
|
328K
$13.8M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
24.6K+ 14.32% |
$987K - $1.05M
|
196K
$8.24M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 0.45% |
$201 - $215
|
1.12K
$46.8K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-470- 1.44% |
$18.9K - $20.2K
|
32.1K
$1.35M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15+ 0.29% |
$602 - $644
|
5.19K
$218K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13.3KNew |
$532K - $569K
|
13.3K
$557K
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
772+ 7.22% |
$31K - $33.1K
|
11.5K
$481K
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.9K+ 2.98% |
$76.4K - $81.6K
|
65.6K
$2.76M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-732- 59.51% |
$29.4K - $31.4K
|
498
$20.9K
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10.8K+ 4.02% |
$433K - $463K
|
279K
$11.7M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-315- 0.86% |
$12.6K - $13.5K
|
36.2K
$1.52M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-70- 0.36% |
$2.81K - $3K
|
19.6K
$822K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37+ 0.5% |
$1.49K - $1.59K
|
7.51K
$315K
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-598- 0.29% |
$24K - $25.7K
|
206K
$8.64M
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.44K- 1.18% |
$57.7K - $61.6K
|
120K
$5.04M
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-179- 0.88% |
$7.19K - $7.68K
|
20.1K
$844K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
22+ 0.37% |
$883 - $944
|
5.95K
$250K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.96K- 18.52% |
$78.6K - $84K
|
8.62K
$362K
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
33+ 0.49% |
$1.32K - $1.42K
|
6.73K
$283K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 6.18% |
$105K - $112K
|
39.6K
$1.67M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6KNew |
$241K - $257K
|
6K
$252K
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
54.6KNew |
$2.19M - $2.34M
|
54.6K
$2.29M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.48K- 4.76% |
$99.5K - $106K
|
49.6K
$2.08M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.59K- 28.83% |
$144K - $154K
|
8.85K
$372K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.85K- 56.15% |
$114K - $122K
|
2.22K
$93.4K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-216- 9.54% |
$8.67K - $9.27K
|
2.05K
$86.1K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.83K+ 5.93% |
$114K - $121K
|
50.6K
$2.12M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
46KNew |
$1.85M - $1.97M
|
46K
$1.93M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.28KNew |
$292K - $312K
|
7.28K
$306K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-332- 2.39% |
$13.3K - $14.2K
|
13.6K
$570K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.73K- 4.04% |
$150K - $160K
|
88.6K
$3.72M
|