Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.25M+ 15.62% |
$27.2M - $31.5M
|
9.25M
$225M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.8K+ 69.01% |
$1.56M - $1.81M
|
176K
$4.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
28.7K+ 259.26% |
$624K - $724K
|
39.8K
$968K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
22.4KNew |
$487K - $565K
|
22.4K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.8KNew |
$453K - $525K
|
20.8K
$507K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
18.1KNew |
$394K - $457K
|
18.1K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 3.82% |
$391K - $453K
|
489K
$11.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
14.1KNew |
$307K - $356K
|
14.1K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2KNew |
$223K - $258K
|
10.2K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
10K+ 35.01% |
$218K - $253K
|
38.6K
$941K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.35KNew |
$203K - $236K
|
9.35K
$228K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8KNew |
$174K - $202K
|
8K
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.47K+ 2.81% |
$97.4K - $113K
|
164K
$3.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3.9K+ 79.84% |
$84.9K - $98.4K
|
8.79K
$214K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.86K+ 338.25% |
$83.9K - $97.3K
|
5K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.43K+ 34.19% |
$31.1K - $36.1K
|
5.61K
$137K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
550New |
$12K - $13.9K
|
550
$13.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.03% |
$174 - $202
|
26K
$632K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4New |
$87 - $101
|
4
$97.4
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 300.0% |
$65.3 - $75.7
|
4
$97.4
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.54K- 20.3% |
$142K - $165K
|
25.7K
$625K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.6K- 30.52% |
$296K - $343K
|
31K
$754K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-25.6K- 15.8% |
$557K - $646K
|
136K
$3.32M
|