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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
28+ 0.41% |
$1K - $1.18K
|
6.79K
$310K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-368- 17.84% |
$13.2K - $15.6K
|
1.7K
$77.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.86KNew |
$174K - $205K
|
4.86K
$222K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-7.47K- 37.13% |
$267K - $316K
|
12.7K
$578K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-10.3K- 11.07% |
$367K - $433K
|
82.4K
$3.76M
|
|
| Q1 2025 | |||||||
|
Jan 06, 2026
Q1 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 0.38% |
$118 - $128
|
789
$36K
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
24.4MNew |
$962M - $1.04B
|
24.4M
$1.11B
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
168KNew |
$6.61M - $7.15M
|
168K
$7.66M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-66.4K- 85.93% |
$2.61M - $2.83M
|
10.9K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
413KNew |
$16.3M - $17.6M
|
413K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-20K- 6.1% |
$787K - $851K
|
307K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.9KNew |
$467K - $506K
|
11.9K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
696New |
$27.4K - $29.7K
|
696
$31.8K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.27KNew |
$365K - $395K
|
9.27K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-200- 66.67% |
$7.88K - $8.52K
|
100
$4.57K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.71K+ 14.44% |
$146K - $158K
|
29.4K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
985New |
$38.8K - $42K
|
985
$45K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
$197 - $213
|
5
$228
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.15K+ 14.97% |
$84.7K - $91.7K
|
16.5K
$755K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-511- 1.03% |
$20.1K - $21.8K
|
48.9K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
297+ 3.21% |
$11.7K - $12.7K
|
9.54K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.78K+ 51.98% |
$149K - $161K
|
11K
$505K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.8K- 64.85% |
$701K - $758K
|
9.64K
$440K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.16KNew |
$203K - $220K
|
5.16K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.07K- 28.95% |
$81.6K - $88.2K
|
5.08K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-45- 1.01% |
$1.77K - $1.92K
|
4.43K
$202K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-7.65K- 13.2% |
$301K - $326K
|
50.3K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.1K+ 39.49% |
$399K - $431K
|
35.8K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
179New |
$7.05K - $7.63K
|
179
$8.18K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-246- 3.41% |
$9.69K - $10.5K
|
6.96K
$318K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-1K- 15.85% |
$39.4K - $42.6K
|
5.31K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.95KNew |
$274K - $296K
|
6.95K
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.5K- 23.8% |
$98.5K - $107K
|
8K
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.55K- 59.54% |
$60.9K - $65.8K
|
1.05K
$48K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-654- 0.07% |
$25.8K - $27.9K
|
941K
$43M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
4.99KNew |
$197K - $213K
|
4.99K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
187+ 0.6% |
$7.37K - $7.97K
|
31.1K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
325New |
$12.8K - $13.8K
|
325
$14.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-100- 0.17% |
$3.94K - $4.26K
|
59.3K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-192- 12.78% |
$7.56K - $8.18K
|
1.31K
$59.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
321+ 50.08% |
$12.6K - $13.7K
|
962
$43.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
86New |
$3.39K - $3.66K
|
86
$3.93K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.56K- 28.87% |
$101K - $109K
|
6.3K
$288K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-32- 0.12% |
$1.26K - $1.36K
|
27K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
24.7KNew |
$974K - $1.05M
|
24.7K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.38KNew |
$54.2K - $58.6K
|
1.38K
$62.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
826New |
$32.5K - $35.2K
|
826
$37.7K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-239- 1.64% |
$9.42K - $10.2K
|
14.4K
$656K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-235- 1.62% |
$9.26K - $10K
|
14.2K
$650K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-29- 0.4% |
$1.14K - $1.24K
|
7.14K
$326K
|
|