Latest Institutional Transactions on Invesco Et Self Idxd Fd Tr Def (DEF)
This table provides information on the latest institutional transactions involving Invesco Et Self Idxd Fd Tr Def (DEF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.51KNew |
$0 - $110K
|
1.51K
$0
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.07KNew |
$0 - $513K
|
7.07K
$0
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-98- 0.36% |
$0 - $7.11K
|
27K
$0
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.28K- 0.85% |
$0 - $92.7K
|
150K
$0
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-792- 12.0% |
$0 - $57.4K
|
5.81K
$0
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-607- 17.79% |
$0 - $44K
|
2.81K
$0
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.32KNew |
$0 - $531K
|
7.32K
$0
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.86K- 40.7% |
$0 - $208K
|
4.17K
$0
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.83K- 18.94% |
$0 - $568K
|
33.5K
$0
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
492+ 40.56% |
$0 - $35.7K
|
1.71K
$0
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.14K- 11.25% |
$0 - $373K
|
40.6K
$0
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.7KNew |
$0 - $922K
|
12.7K
$0
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-85.1KClosed |
$0 - $6.17M
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.25K+ 4.48% |
$0 - $90.9K
|
29.3K
$0
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.93K- 20.21% |
$0 - $285K
|
15.5K
$0
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.99K+ 77.94% |
$0 - $362K
|
11.4K
$0
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 1.89% |
$0 - $218
|
156
$0
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.57K+ 152.69% |
$0 - $476K
|
10.9K
$0
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.17KNew |
$0 - $230K
|
3.17K
$0
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-399- 4.62% |
$0 - $28.9K
|
8.23K
$0
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.88K- 1.97% |
$0 - $209K
|
144K
$0
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.63K- 37.67% |
$0 - $481K
|
11K
$0
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-14- 3.02% |
$0 - $1.02K
|
449
$0
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.89K- 97.66% |
$0 - $355K
|
117
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.48K- 2.43% |
$0 - $470K
|
261K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.3K- 38.63% |
$0 - $1.11M
|
24.3K
$0
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-30.2K- 24.41% |
$0 - $2.19M
|
93.7K
$0
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
400New |
$0 - $29K
|
400
$0
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-8.55K- 22.12% |
$0 - $620K
|
30.1K
$0
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9K+ 217.77% |
$0 - $861K
|
17.3K
$0
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-425- 2.8% |
$0 - $30.8K
|
14.7K
$0
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-306- 6.15% |
$0 - $22.2K
|
4.67K
$0
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 0.48% |
$0 - $7.25K
|
20.5K
$0
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-13- 0.41% |
$0 - $943
|
3.13K
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-200- 3.45% |
$0 - $14.5K
|
5.6K
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.7K- 24.97% |
$0 - $1.21M
|
50.3K
$0
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
173New |
$0 - $12.5K
|
173
$0
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.6K- 7.33% |
$0 - $116K
|
20.2K
$0
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.71K- 3.18% |
$0 - $197K
|
82.4K
$0
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
331+ 4.25% |
$0 - $24K
|
8.13K
$0
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.73KNew |
$0 - $343K
|
4.73K
$0
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.88K- 39.62% |
$0 - $427K
|
8.96K
$0
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2K+ 319.81% |
$0 - $1.03M
|
18.6K
$0
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
16.3KNew |
$0 - $1.18M
|
16.3K
$0
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-378- 11.74% |
$0 - $27.4K
|
2.84K
$0
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-4.35K- 49.5% |
$0 - $315K
|
4.44K
$0
|
|
Q4 2023 | |||||||
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
81+ 1.17% |
$5.12K - $5.9K
|
6.98K
$0
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.03KNew |
$191K - $220K
|
3.03K
$0
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9.51KNew |
$601K - $692K
|
9.51K
$0
|