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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-200- 7.2% |
$8.03K - $8.58K
|
2.58K
$118K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.05KNew |
$42.2K - $45K
|
1.05K
$48K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10.2KNew |
$410K - $438K
|
10.2K
$466K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.11KNew |
$125K - $133K
|
3.11K
$142K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-100Closed |
$4.02K - $4.29K
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
4KNew |
$161K - $172K
|
4K
$183K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
10New |
$402 - $429
|
10
$457
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.65K+ 25.99% |
$66.2K - $70.7K
|
7.99K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.4K+ 0.47% |
$96.5K - $103K
|
512K
$23.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.26KNew |
$292K - $312K
|
7.26K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
355New |
$14.3K - $15.2K
|
355
$16.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.67KNew |
$348K - $372K
|
8.67K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
650New |
$26.1K - $27.9K
|
650
$29.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 0.32% |
$3.01K - $3.22K
|
23.7K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.06K- 10.14% |
$42.6K - $45.5K
|
9.4K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
45.7KNew |
$1.84M - $1.96M
|
45.7K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.9K- 15.71% |
$116K - $124K
|
15.6K
$711K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
250+ 3.05% |
$10K - $10.7K
|
8.44K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.96K- 12.12% |
$239K - $256K
|
43.2K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.02K- 64.69% |
$80.9K - $86.4K
|
1.1K
$50.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
12KNew |
$482K - $515K
|
12K
$548K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-170- 25.76% |
$6.83K - $7.29K
|
490
$22.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-3K- 17.85% |
$120K - $129K
|
13.8K
$631K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.32KNew |
$254K - $271K
|
6.32K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
370New |
$14.9K - $15.9K
|
370
$16.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-640- 47.76% |
$25.7K - $27.5K
|
700
$32K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-50- 0.16% |
$2.01K - $2.15K
|
31.3K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.94KNew |
$238K - $255K
|
5.94K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
6.88KNew |
$276K - $295K
|
6.88K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
374New |
$15K - $16K
|
374
$17.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-188- 3.62% |
$7.55K - $8.07K
|
5K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.01KNew |
$241K - $258K
|
6.01K
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6KNew |
$241K - $257K
|
6K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
46KNew |
$1.85M - $1.97M
|
46K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.85K- 56.15% |
$114K - $122K
|
2.22K
$102K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.53KNew |
$222K - $237K
|
5.53K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
150+ 0.6% |
$6.02K - $6.44K
|
25.1K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
121+ 2.75% |
$4.86K - $5.19K
|
4.53K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.6KNew |
$467K - $499K
|
11.6K
$531K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
5.21KNew |
$209K - $223K
|
5.21K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-31- 1.47% |
$1.24K - $1.33K
|
2.08K
$95.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
286New |
$11.5K - $12.3K
|
286
$13.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.24KNew |
$89.9K - $96.1K
|
2.24K
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.75KNew |
$110K - $118K
|
2.75K
$126K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
38New |
$1.53K - $1.63K
|
38
$1.74K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.39KNew |
$201K - $219K
|
5.39K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
12.2KNew |
$457K - $497K
|
12.2K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
119+ 793.33% |
$4.44K - $4.83K
|
134
$6.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.96KNew |
$73.2K - $79.6K
|
1.96K
$89.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-594- 9.52% |
$22.2K - $24.1K
|
5.65K
$258K
|
|