Latest Institutional Sells of Invesco Et Self Idxd Fd Tr Def (DEF)
This list provides information on the latest institutional transactions involving Invesco Et Self Idxd Fd Tr Def (DEF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-85.1KClosed |
$0 - $6.17M
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-30.2K- 24.41% |
$0 - $2.19M
|
93.7K
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.7K- 24.97% |
$0 - $1.21M
|
50.3K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.3K- 38.63% |
$0 - $1.11M
|
24.3K
$0
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-8.55K- 22.12% |
$0 - $620K
|
30.1K
$0
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.83K- 18.94% |
$0 - $568K
|
33.5K
$0
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.63K- 37.67% |
$0 - $481K
|
11K
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.48K- 2.43% |
$0 - $470K
|
261K
$0
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.88K- 39.62% |
$0 - $427K
|
8.96K
$0
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.14K- 11.25% |
$0 - $373K
|
40.6K
$0
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.89K- 97.66% |
$0 - $355K
|
117
$0
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-4.35K- 49.5% |
$0 - $315K
|
4.44K
$0
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.93K- 20.21% |
$0 - $285K
|
15.5K
$0
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.88K- 1.97% |
$0 - $209K
|
144K
$0
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.86K- 40.7% |
$0 - $208K
|
4.17K
$0
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.71K- 3.18% |
$0 - $197K
|
82.4K
$0
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.6K- 7.33% |
$0 - $116K
|
20.2K
$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 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-425- 2.8% |
$0 - $30.8K
|
14.7K
$0
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-399- 4.62% |
$0 - $28.9K
|
8.23K
$0
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-378- 11.74% |
$0 - $27.4K
|
2.84K
$0
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-306- 6.15% |
$0 - $22.2K
|
4.67K
$0
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-200- 3.45% |
$0 - $14.5K
|
5.6K
$0
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 0.48% |
$0 - $7.25K
|
20.5K
$0
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-98- 0.36% |
$0 - $7.11K
|
27K
$0
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-14- 3.02% |
$0 - $1.02K
|
449
$0
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-13- 0.41% |
$0 - $943
|
3.13K
$0
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 1.89% |
$0 - $218
|
156
$0
|
|
Q4 2023 | |||||||
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.67K- 11.62% |
$106K - $122K
|
12.7K
$0
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-240- 3.81% |
$15.2K - $17.5K
|
6.06K
$0
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-102- 3.19% |
$6.45K - $7.43K
|
3.1K
$0
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-32- 0.82% |
$2.02K - $2.33K
|
3.88K
$0
|
|
Q3 2023 | |||||||
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.97K- 34.19% |
$129K - $139K
|
3.8K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-470- 7.87% |
$30.7K - $33.1K
|
5.51K
$0
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-694- 0.45% |
$45.2K - $48.1K
|
154K
$0
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-98- 69.01% |
$6.38K - $6.79K
|
44
$0
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30- 0.91% |
$1.95K - $2.08K
|
3.26K
$0
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-37.6K- 60.67% |
$2.41M - $2.59M
|
24.3K
$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 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.85K- 98.51% |
$183K - $197K
|
43
$0
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.7K- 80.68% |
$109K - $117K
|
407
$0
|
|
Q4 2022 | |||||||
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-87.7K- 92.43% |
$5.74M - $6.18M
|
7.18K
$0
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.1K- 74.2% |
$726K - $782K
|
3.86K
$0
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.58K- 22.18% |
$103K - $111K
|
5.55K
$0
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.5K- 13.63% |
$98.2K - $106K
|
9.51K
$0
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-265- 6.94% |
$17.3K - $18.7K
|
3.55K
$0
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-743- 64.05% |
N/A
|
417
$0
|