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 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-179- 10.65% |
$26K - $30.9K
|
1.5K
$63K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
63.4KNew |
$9.2M - $11M
|
63.4K
$2.66M
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-21- 17.36% |
$3.05K - $3.63K
|
100
$4.2K
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.2KClosed |
$319K - $380K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-120- 80.0% |
$17.4K - $20.7K
|
30
$1.26K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-943Closed |
$137K - $163K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21New |
$3.05K - $3.63K
|
21
$882
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.24KClosed |
$180K - $214K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-297- 27.2% |
$43.1K - $51.3K
|
795
$33.4K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.36KNew |
$198K - $235K
|
1.36K
$57.2K
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.39K+ 17.44% |
$783K - $932K
|
36.3K
$1.53M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-186Closed |
$27K - $32.1K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-217Closed |
$31.5K - $37.5K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.25KClosed |
$181K - $216K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-2.15KClosed |
$312K - $371K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.51K- 91.28% |
$365K - $434K
|
240
$10.1K
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.96KClosed |
$720K - $857K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-88- 5.76% |
$12.8K - $15.2K
|
1.44K
$60.5K
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-1.67K- 54.31% |
$242K - $288K
|
1.41K
$59K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-45- 1.42% |
$6.53K - $7.77K
|
3.12K
$131K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-60Closed |
$8.7K - $10.4K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
478+ 13.92% |
$69.3K - $82.6K
|
3.91K
$164K
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.37KClosed |
$199K - $237K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-38Closed |
$5.51K - $6.56K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.32KClosed |
$191K - $227K
|
0
$0
|
|
Q1 2022 | |||||||
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-57- 61.96% |
$9.23K - $10K
|
35
$1.47K
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-5.6KClosed |
$907K - $983K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.4KNew |
$3.95M - $4.28M
|
24.4K
$1.02M
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.29KClosed |
$209K - $226K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-135- 6.49% |
$21.9K - $23.7K
|
1.95K
$81.7K
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
1.37KNew |
$222K - $240K
|
1.37K
$57.5K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
700New |
$113K - $123K
|
700
$29.4K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-275Closed |
$44.6K - $48.3K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
112New |
$18.1K - $19.7K
|
112
$4.7K
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-891Closed |
$144K - $156K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.18KClosed |
$192K - $208K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.91K- 30.62% |
$309K - $335K
|
4.33K
$182K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-363Closed |
$58.8K - $63.7K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-13.8KClosed |
$2.23M - $2.42M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
149New |
$24.1K - $26.1K
|
149
$6.26K
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$16.2K - $17.5K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.57KClosed |
$255K - $276K
|
0
$0
|
|
Q4 2021 | |||||||
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
264New |
$42.2K - $45.4K
|
264
$11.1K
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.3KClosed |
$528K - $567K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-93Closed |
$14.9K - $16K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
26New |
$4.16K - $4.47K
|
26
$1.09K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-618Closed |
$98.8K - $106K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
209New |
$33.4K - $35.9K
|
209
$8.78K
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
117+ 8.32% |
$18.7K - $20.1K
|
1.52K
$64K
|