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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.73KNew |
$299K - $345K
|
4.73K
$0
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$12.6K - $14.6K
|
200
$0
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
99+ 1.75% |
$6.26K - $7.21K
|
5.76K
$0
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.23KNew |
$77.6K - $89.4K
|
1.23K
$0
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-240- 3.81% |
$15.2K - $17.5K
|
6.06K
$0
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15+ 0.15% |
$948 - $1.09K
|
9.97K
$0
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-32- 0.82% |
$2.02K - $2.33K
|
3.88K
$0
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
100+ 2.67% |
$6.32K - $7.28K
|
3.84K
$0
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
5.08KNew |
$321K - $370K
|
5.08K
$0
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
2+ 1.9% |
$126 - $146
|
107
$0
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
43New |
$2.72K - $3.13K
|
43
$0
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
400+ 18.55% |
$25.3K - $29.1K
|
2.56K
$0
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.67K- 11.62% |
$106K - $122K
|
12.7K
$0
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-102- 3.19% |
$6.45K - $7.43K
|
3.1K
$0
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 1.32% |
$632 - $728
|
766
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-470- 7.87% |
$30.7K - $33.1K
|
5.51K
$0
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.62KNew |
$628K - $678K
|
9.62K
$0
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
191+ 1.16% |
$12.5K - $13.5K
|
16.6K
$0
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300+ 3.5% |
$19.6K - $21.1K
|
8.88K
$0
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.48K+ 23.82% |
$293K - $316K
|
23.3K
$0
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.97K- 34.19% |
$129K - $139K
|
3.8K
$0
|
|
Q2 2023 | |||||||
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-98- 69.01% |
$6.38K - $6.79K
|
44
$0
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.93KNew |
$451K - $480K
|
6.93K
$0
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.8KNew |
$960K - $1.02M
|
14.8K
$0
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
117New |
$7.61K - $8.1K
|
117
$0
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30- 0.91% |
$1.95K - $2.08K
|
3.26K
$0
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-694- 0.45% |
$45.2K - $48.1K
|
154K
$0
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
272+ 65.07% |
$17.4K - $18.8K
|
690
$0
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.85K- 98.51% |
$183K - $197K
|
43
$0
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.4K- 67.52% |
$989K - $1.07M
|
7.42K
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.93K- 29.07% |
$188K - $202K
|
7.14K
$0
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
143KNew |
$9.17M - $9.88M
|
143K
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
20New |
$1.28K - $1.38K
|
20
$0
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.11KNew |
$71.4K - $76.9K
|
1.11K
$0
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-37.6K- 60.67% |
$2.41M - $2.59M
|
24.3K
$0
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
86New |
$5.52K - $5.94K
|
86
$0
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
17.8K+ 898.03% |
$1.14M - $1.23M
|
19.8K
$0
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
293+ 98.65% |
$18.8K - $20.2K
|
590
$0
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.7K- 80.68% |
$109K - $117K
|
407
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5+ 0.15% |
$321 - $345
|
3.29K
$0
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
15New |
$962 - $1.04K
|
15
$0
|
|
Q4 2022 | |||||||
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.58K- 22.18% |
$103K - $111K
|
5.55K
$0
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-265- 6.94% |
$17.3K - $18.7K
|
3.55K
$0
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
5.37KNew |
$351K - $378K
|
5.37K
$0
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
66.8K+ 62.74% |
$4.37M - $4.71M
|
173K
$0
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
89+ 37.55% |
$5.82K - $6.27K
|
326
$0
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.5K- 13.63% |
$98.2K - $106K
|
9.51K
$0
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
89+ 37.55% |
$5.82K - $6.27K
|
326
$0
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
25.6KNew |
$1.67M - $1.8M
|
25.6K
$0
|