Purchases and Sales Made in Q2 2021 in Invesco S&P Smallcap Health Ca (PSCH)
This table provides information about the institutional ownership of Invesco S&P Smallcap Health Ca (PSCH) during Q2 2021. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP HEALTH CA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 1.1% |
$8.82K - $9.91K
|
4.49K
$211K
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-73Closed |
$12.9K - $14.5K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-75- 0.86% |
$13.2K - $14.9K
|
8.61K
$404K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-86- 1.68% |
$15.2K - $17K
|
5.04K
$237K
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-95- 32.87% |
$16.8K - $18.8K
|
194
$9.1K
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-125Closed |
$22.1K - $24.8K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-152- 10.48% |
$26.8K - $30.1K
|
1.3K
$60.9K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-174- 9.72% |
$30.7K - $34.5K
|
1.62K
$75.9K
|
|
Aug 03, 2021
Q2 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-248- 2.17% |
$43.8K - $49.1K
|
11.2K
$523K
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-350- 70.99% |
$61.8K - $69.4K
|
143
$6.71K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-502- 3.18% |
$88.6K - $99.5K
|
15.3K
$717K
|
|
Aug 17, 2021
Q2 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-805- 50.0% |
$142K - $160K
|
805
$37.8K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-989- 62.71% |
$174K - $196K
|
588
$27.6K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.14KClosed |
$201K - $226K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.49KClosed |
$263K - $296K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
SELL
|
- |
-1.78K- 24.66% |
$314K - $353K
|
5.44K
$255K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.39KClosed |
$422K - $474K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.77K- 85.09% |
$488K - $548K
|
485
$22.8K
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.92K- 39.24% |
$516K - $579K
|
4.53K
$212K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.34K- 29.51% |
$589K - $662K
|
7.98K
$374K
|
|
Aug 09, 2021
Q2 2021
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-4.29KClosed |
$756K - $849K
|
0
$0
|