Iron Bridge Private Wealth, LLC Invesco Actively Mngd ETF Tr U Transaction History

Iron Bridge Private Wealth, LLC

$254 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	SELL	$49.39 - $49.66 $4,939 - $4,966	-100 Reduced 0.05%	190,913 $9.43 Million
Q2 2022 Jul 27, 2022	SELL	$49.49 - $49.83 $6.55 Million - $6.6 Million	-132,451 Reduced 40.95%	191,013 $9.47 Million
Q1 2022 May 16, 2022	BUY	$49.8 - $50.28 $16.1 Million - $16.2 Million	323,025 Added 73582.0%	323,464 $16.1 Million
Q4 2021 Feb 17, 2022	SELL	$50.27 - $50.46 $24.5 Million - $24.6 Million	-488,136 Reduced 99.91%	439 $22,000
Q3 2021 Jan 12, 2022	BUY	$50.45 - $50.5 $19.1 Million - $19.1 Million	378,776 Added 344.97%	488,575 $24.7 Million
Q2 2021 Sep 01, 2021	SELL	$50.46 - $50.52 $5.13 Million - $5.14 Million	-101,678 Reduced 48.08%	109,799 $5.54 Million
Q1 2021 Jun 21, 2021	BUY	$50.47 - $50.59 $174,575 - $174,990	3,459 Added 1.66%	211,477 $10.7 Million
Q4 2020 Mar 24, 2021	BUY	$50.52 - $50.58 $10.5 Million - $10.5 Million	208,018 New	208,018 $10.5 Million

Others Institutions Holding GSY

# of Institutions

238

Shares Held

29.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.12M
Shares

$157 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.41M
Shares

$121 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

2.4M
Shares

$121 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.52M
Shares

$76.2 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

1.42M
Shares

$71.4 Million
0.24% of portfolio

About INVESCO ACTIVELY MNGD ETF TR U

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