Purchases and Sales Made in Q3 2024 in Invesco Ex Tr Self Indx Fd Tr (IMFL)
This table provides information about the institutional ownership of Invesco Ex Tr Self Indx Fd Tr (IMFL) during Q3 2024. The information is specifically focused on institutions that hold shares of INVESCO EX TR SELF INDX FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
173K+ 51.77% |
$4.1M - $4.54M
|
507K
$12.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
147KNew |
$3.47M - $3.85M
|
147K
$3.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
138KNew |
$3.26M - $3.61M
|
138K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
58.7KNew |
$1.39M - $1.54M
|
58.7K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
44.2KNew |
$1.05M - $1.16M
|
44.2K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.8K+ 15.01% |
$635K - $704K
|
205K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
23.4KNew |
$554K - $615K
|
23.4K
$570K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
20.8K+ 13.67% |
$492K - $546K
|
173K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9K+ 36.5% |
$376K - $417K
|
59.4K
$1.45M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.5KNew |
$342K - $380K
|
14.5K
$352K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
8.67KNew |
$205K - $228K
|
8.67K
$211K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.22KNew |
$147K - $163K
|
6.22K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.36K+ 43.1% |
$127K - $141K
|
17.8K
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.27K+ 5.25% |
$77.5K - $85.9K
|
65.6K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.16KNew |
$74.7K - $82.9K
|
3.16K
$76.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.67K+ 258.82% |
$39.6K - $43.9K
|
2.32K
$56.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.35KNew |
$31.9K - $35.4K
|
1.35K
$32.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 6.86% |
$11.8K - $13.1K
|
7.79K
$190K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
455+ 1.73% |
$10.8K - $11.9K
|
26.8K
$652K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
318New |
$7.53K - $8.35K
|
318
$7.74K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
52+ 106.12% |
$1.23K - $1.37K
|
101
$2.46K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-32- 0.33% |
$758 - $840
|
9.63K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-45- 0.44% |
$1.07K - $1.18K
|
10.3K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 2.44% |
$2.37K - $2.63K
|
4K
$97.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-705- 1.2% |
$16.7K - $18.5K
|
58.1K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-905- 2.12% |
$21.4K - $23.8K
|
41.7K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.43K- 3.42% |
$33.8K - $37.5K
|
40.3K
$982K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.47K- 1.05% |
$34.8K - $38.6K
|
138K
$3.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.1K- 7.43% |
$49.8K - $55.2K
|
26.2K
$638K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.62K- 20.11% |
$85.7K - $95K
|
14.4K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.6K- 7.27% |
$109K - $121K
|
58.7K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.49K- 2.25% |
$154K - $170K
|
282K
$6.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-8.09K- 27.99% |
$191K - $212K
|
20.8K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-51.5K- 81.5% |
$1.22M - $1.35M
|
11.7K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-754K- 4.96% |
$17.9M - $19.8M
|
14.5M
$352M
|