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 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 22.34% |
$54.7K - $57.9K
|
5.22K
$218K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-531- 3.54% |
$19.4K - $20.5K
|
14.5K
$605K
|
|
|
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
$314K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.76K- 28.59% |
$100K - $106K
|
6.88K
$288K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
963+ 47.91% |
$35.1K - $37.2K
|
2.97K
$124K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500- 5.38% |
$18.2K - $19.3K
|
8.8K
$368K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$36.5 - $38.6
|
6.89K
$288K
|
|
| Q1 2024 | |||||||
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
771New |
$26.7K - $29.7K
|
771
$32.2K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.34K- 74.53% |
$115K - $128K
|
1.14K
$47.7K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
5.6KNew |
$194K - $215K
|
5.6K
$234K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-300- 11.24% |
$10.4K - $11.5K
|
2.37K
$99K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9KNew |
$312K - $346K
|
9K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.5KNew |
$362K - $403K
|
10.5K
$438K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
172+ 48.04% |
$5.95K - $6.62K
|
530
$22.2K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.3K+ 20.05% |
$876K - $974K
|
152K
$6.34M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 4.44% |
$38.3K - $42.5K
|
23.8K
$993K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.4K+ 3.65% |
$568K - $631K
|
466K
$19.5M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.63KNew |
$91.2K - $101K
|
2.63K
$110K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2+ 0.48% |
$69.2 - $76.9
|
417
$17.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24K+ 102.82% |
$830K - $922K
|
47.3K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.91K- 32.36% |
$66.3K - $73.6K
|
4K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.09K- 10.49% |
$176K - $196K
|
43.4K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
250New |
$8.66K - $9.62K
|
250
$10.5K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-23.8K- 1.72% |
$825K - $917K
|
1.36M
$56.9M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.82K- 10.33% |
$63.1K - $70.2K
|
15.8K
$662K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
155New |
$5.37K - $5.96K
|
155
$6.48K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.12K+ 6797.78% |
$212K - $235K
|
6.21K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$375K - $416K
|
10.8K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.01K- 40.68% |
$35K - $38.9K
|
1.47K
$61.6K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
500+ 5.53% |
$17.3K - $19.2K
|
9.54K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
888+ 426.92% |
$30.7K - $34.2K
|
1.1K
$45.8K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-68.6K- 12.21% |
$2.37M - $2.64M
|
493K
$20.6M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
660New |
$22.8K - $25.4K
|
660
$27.6K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.2KNew |
$353K - $392K
|
10.2K
$427K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
426New |
$14.7K - $16.4K
|
426
$17.8K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.09K- 7.57% |
$37.9K - $42.1K
|
13.4K
$559K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 0.44% |
$208 - $231
|
1.37K
$57.1K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
15.3KNew |
$531K - $590K
|
15.3K
$641K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
15+ 0.48% |
$519 - $577
|
3.12K
$130K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-250- 20.0% |
$8.66K - $9.62K
|
1K
$41.8K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.26M- 4.96% |
$43.5M - $48.3M
|
24.1M
$1.01B
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-295- 3.11% |
$10.2K - $11.3K
|
9.2K
$385K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-558- 9.57% |
$19.3K - $21.5K
|
5.27K
$220K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
14.3KNew |
$494K - $549K
|
14.3K
$596K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-127- 1.23% |
$4.4K - $4.89K
|
10.2K
$428K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.49K- 3.65% |
$51.4K - $57.2K
|
39.3K
$1.64M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
620+ 8.75% |
$21.5K - $23.9K
|
7.71K
$322K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.38KNew |
$47.6K - $52.9K
|
1.38K
$57.5K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.47KNew |
$189K - $210K
|
5.47K
$229K
|
|