First Heartland Consultants, Inc. Invesco Exchange Traded Fd Tr Transaction History

First Heartland Consultants, Inc.

$877 Million
Q1 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	SELL	$39.87 - $46.1 $2,352 - $2,719	-59 Reduced 1.18%	4,934 $227,000
Q2 2023 Jul 26, 2023	SELL	$41.01 - $43.81 $656 - $700	-16 Reduced 0.32%	4,993 $213,000
Q4 2022 Jan 13, 2023	BUY	$37.89 - $45.68 $189,791 - $228,811	5,009 New	5,009 $0
Q4 2021 Feb 11, 2022	SELL	$42.33 - $45.63 $1.54 Million - $1.67 Million	-36,492 Reduced 87.93%	5,009 $227,000
Q3 2021 Nov 15, 2021	BUY	$42.4 - $44.93 $263,049 - $278,745	6,204 Added 17.58%	41,501 $1.77 Million
Q2 2021 Aug 16, 2021	BUY	$43.12 - $45.39 $1.52 Million - $1.6 Million	35,297 New	35,297 $1.55 Million
Q4 2020 Jan 29, 2021	SELL	$32.87 - $38.72 $312,758 - $368,420	-9,515 Closed	0 $0
Q3 2020 Oct 21, 2020	BUY	$32.82 - $36.38 $131 - $145	4 Added 0.04%	9,515 $328,000
Q2 2020 Jul 16, 2020	SELL	$28.5 - $37.17 $2,992 - $3,902	-105 Reduced 1.09%	9,511 $318,000
Q1 2020 May 14, 2020	BUY	$25.72 - $39.79 $23,302 - $36,049	906 Added 10.4%	9,616 $288,000
Q4 2019 Feb 13, 2020	BUY	$35.79 - $39.66 $76,232 - $84,475	2,130 Added 32.37%	8,710 $343,000
Q3 2019 Nov 18, 2019	BUY	$35.51 - $38.05 $233,655 - $250,368	6,580 New	6,580 $245,000

Others Institutions Holding DJD

# of Institutions

74

Shares Held

2.51M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

558K
Shares

$29.9 Million
0.01% of portfolio
Cibc World Market Inc. Toronto, A6

537K
Shares

$28.8 Million
0.06% of portfolio
Barry Investment Advisors, LLC

343K
Shares

$18.4 Million
4.65% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

221K
Shares

$11.8 Million
5.57% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$6.09 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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