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 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
274+ 4.33% |
$9.99K - $10.6K
|
6.6K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.96KNew |
$254K - $269K
|
6.96K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.2K+ 10.81% |
$43.8K - $46.4K
|
12.3K
$518K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$36.5K - $38.6K
|
1K
$42K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-340- 5.88% |
$12.4K - $13.1K
|
5.44K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.1K- 16.32% |
$40K - $42.3K
|
5.63K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$36.5 - $38.6
|
5.2K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-325- 15.7% |
$11.8K - $12.5K
|
1.75K
$73.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4.11KNew |
$150K - $159K
|
4.11K
$173K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
718New |
$26.2K - $27.7K
|
718
$30.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
718+ 3.96% |
$26.2K - $27.7K
|
18.9K
$792K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.26KNew |
$265K - $280K
|
7.26K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.36KNew |
$49.7K - $52.6K
|
1.36K
$57.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-234- 0.39% |
$8.53K - $9.03K
|
59.3K
$2.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
25+ 0.25% |
$911 - $965
|
10.2K
$429K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-27.4K- 89.44% |
$1M - $1.06M
|
3.24K
$136K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
675New |
$24.6K - $26K
|
675
$28.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.55K- 3.47% |
$56.5K - $59.8K
|
43.1K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.62K- 57.16% |
$95.3K - $101K
|
1.96K
$82.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
225+ 2.07% |
$8.2K - $8.68K
|
11.1K
$465K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.45K- 1.75% |
$126K - $133K
|
194K
$8.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-400- 13.36% |
$14.6K - $15.4K
|
2.6K
$109K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.88K+ 36.13% |
$68.3K - $72.3K
|
7.07K
$297K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
165New |
$6.01K - $6.37K
|
165
$6.93K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
415New |
$15.1K - $16K
|
415
$17.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-290- 2.77% |
$10.6K - $11.2K
|
10.2K
$428K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-971- 0.44% |
$35.4K - $37.5K
|
222K
$9.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
370+ 6.49% |
$13.5K - $14.3K
|
6.07K
$255K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
500+ 6.51% |
$18.2K - $19.3K
|
8.19K
$344K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-150- 0.48% |
$5.47K - $5.79K
|
31.2K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.04% |
$36.5 - $38.6
|
2.82K
$118K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
285New |
$10.4K - $11K
|
285
$12K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.5K- 18.74% |
$91.1K - $96.5K
|
10.8K
$455K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
55New |
$2K - $2.12K
|
55
$2.31K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
465New |
$16.9K - $17.9K
|
465
$19.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 22.34% |
$54.7K - $57.9K
|
5.22K
$219K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-531- 3.54% |
$19.4K - $20.5K
|
14.5K
$608K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25New |
$911 - $965
|
25
$1.05K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
7.5KNew |
$273K - $289K
|
7.5K
$315K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.76K- 28.59% |
$100K - $106K
|
6.88K
$289K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
963+ 47.91% |
$35.1K - $37.2K
|
2.97K
$125K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500- 5.38% |
$18.2K - $19.3K
|
8.8K
$370K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$36.5 - $38.6
|
6.89K
$289K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110New |
$3.81K - $4.23K
|
110
$4.62K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.34K- 74.53% |
$115K - $128K
|
1.14K
$47.9K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
5.6KNew |
$194K - $215K
|
5.6K
$235K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-300- 11.24% |
$10.4K - $11.5K
|
2.37K
$99.5K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9KNew |
$312K - $346K
|
9K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.5KNew |
$362K - $403K
|
10.5K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
172+ 48.04% |
$5.95K - $6.62K
|
530
$22.3K
|
|