Institute For Wealth Management, Llc. Invesco Actively Mngd ETF Tr U Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Actively Mngd ETF Tr U stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 12,926 shares of GSY stock, worth $646,687. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,926

Previous 12,867 0.46%

Holding current value

$646,687

Previous $645,000 0.31%

% of portfolio

0.08%

Previous 0.08%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$50.0 - $50.27 $2,950 - $2,965	59 Added 0.46%	12,926 $647,000
Q3 2024 Nov 12, 2024	BUY	$49.9 - $50.37 $5,389 - $5,439	108 Added 0.85%	12,867 $645,000
Q2 2024 Jul 25, 2024	BUY	$49.77 - $50.09 $11,148 - $11,220	224 Added 1.79%	12,759 $636,000
Q1 2024 Apr 30, 2024	BUY	$49.76 - $50.02 $34,832 - $35,014	700 Added 5.91%	12,535 $625,000
Q4 2023 Jan 31, 2024	SELL	$49.63 - $50.1 $1,836 - $1,853	-37 Reduced 0.31%	11,835 $590,000
Q3 2023 Oct 13, 2023	SELL	$49.63 - $49.85 $31,614 - $31,754	-637 Reduced 5.09%	11,872 $590,000
Q2 2023 Jul 25, 2023	SELL	$49.57 - $49.81 $85,458 - $85,872	-1,724 Reduced 12.11%	12,509 $620,000
Q1 2023 Apr 20, 2023	SELL	$49.44 - $49.77 $36,931 - $37,178	-747 Reduced 4.99%	14,233 $705,000
Q4 2022 Feb 02, 2023	SELL	$49.23 - $49.58 $202,581 - $204,021	-4,115 Reduced 21.55%	14,980 $740,000
Q3 2022 Oct 18, 2022	SELL	$49.39 - $49.66 $179,878 - $180,861	-3,642 Reduced 16.02%	19,095 $943,000
Q2 2022 Jul 25, 2022	SELL	$49.49 - $49.83 $26,180 - $26,360	-529 Reduced 2.27%	22,737 $1.13 Million
Q1 2022 Apr 29, 2022	SELL	$49.8 - $50.28 $139,141 - $140,482	-2,794 Reduced 10.72%	23,266 $1.16 Million
Q4 2021 Jan 21, 2022	BUY	$50.27 - $50.46 $276,082 - $277,126	5,492 Added 26.7%	26,060 $1.31 Million
Q3 2021 Nov 15, 2021	BUY	$50.45 - $50.5 $79,559 - $79,638	1,577 Added 8.3%	20,568 $1.04 Million
Q2 2021 Jul 21, 2021	SELL	$50.46 - $50.52 $4,793 - $4,799	-95 Reduced 0.5%	18,991 $959,000
Q1 2021 May 04, 2021	BUY	$50.47 - $50.59 $31,392 - $31,466	622 Added 3.37%	19,086 $963,000
Q4 2020 Feb 01, 2021	BUY	$50.52 - $50.58 $25,613 - $25,644	507 Added 2.82%	18,464 $934,000
Q3 2020 Nov 03, 2020	SELL	$50.44 - $50.57 $154,699 - $155,098	-3,067 Reduced 14.59%	17,957 $907,000
Q2 2020 Jul 30, 2020	SELL	$49.35 - $50.46 $96,874 - $99,052	-1,963 Reduced 8.54%	21,024 $1.06 Million
Q1 2020 Apr 29, 2020	BUY	$47.85 - $50.5 $242,886 - $256,338	5,076 Added 28.34%	22,987 $1.13 Million
Q4 2019 Feb 27, 2020	BUY	$50.34 - $50.47 $856,233 - $858,444	17,009 Added 1885.7%	17,911 $902,000
Q4 2019 Jan 27, 2020	SELL	$50.34 - $50.47 $1.22 Million - $1.22 Million	-24,204 Reduced 96.41%	902 $902,000
Q3 2019 Oct 28, 2019	SELL	$50.35 - $50.47 $1.14 Million - $1.14 Million	-22,566 Reduced 47.34%	25,106 $1.27 Million
Q2 2019 Aug 02, 2019	SELL	$50.23 - $50.46 $363,564 - $365,229	-7,238 Reduced 13.18%	47,672 $2.4 Million
Q1 2019 May 15, 2019	SELL	$50.07 - $50.3 $238,483 - $239,578	-4,763 Reduced 7.98%	54,910 $2.76 Million
Q4 2018 Feb 08, 2019	BUY	$50.04 - $50.27 $2.99 Million - $3 Million	59,673 New	59,673 $2.99 Million

Others Institutions Holding GSY

# of Institutions

240

Shares Held

30.4M

Call Options Held

Put Options Held

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About INVESCO ACTIVELY MNGD ETF TR U

Ticker GSY
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Institute For Wealth Management, Llc. Invesco Actively Mngd ETF Tr U Transaction History