Latest Institutional Transactions on Invesco Actively Mngd ETF Tr U (GSY)
This table provides information on the latest institutional transactions involving Invesco Actively Mngd ETF Tr U (GSY) 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 |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-2.51K- 26.45% |
$124K - $125K
|
6.98K
$350K
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
697New |
$34.5K - $34.7K
|
697
$35K
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
5.05KNew |
$250K - $251K
|
5.05K
$253K
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.04K- 59.55% |
$298K - $300K
|
4.1K
$206K
|
|
Q4 2022 | |||||||
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5K- 45.45% |
$246K - $248K
|
6K
$301K
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-8.16KClosed |
$402K - $405K
|
0
$0
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
29.4KNew |
$1.45M - $1.46M
|
29.4K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-5.59K- 51.78% |
$275K - $277K
|
5.21K
$261K
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.35K- 49.06% |
$264K - $265K
|
5.56K
$279K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12.5K+ 24.73% |
$617K - $621K
|
63.2K
$3.17M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 36.06% |
$3.69K - $3.72K
|
133
$6.68K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.4M- 97.98% |
$69M - $69.5M
|
28.9K
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-43- 0.21% |
$2.12K - $2.13K
|
20.1K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.4K+ 32.97% |
$68.9K - $69.4K
|
5.65K
$283K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.23KNew |
$208K - $210K
|
4.23K
$212K
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
1.2K+ 9.74% |
$59.1K - $59.5K
|
13.5K
$679K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
4.89K+ 10.43% |
$241K - $243K
|
51.8K
$2.6M
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.96K- 40.56% |
$146K - $147K
|
4.34K
$218K
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
21.5KNew |
$1.06M - $1.07M
|
21.5K
$1.08M
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-163K- 56.77% |
$8.04M - $8.09M
|
124K
$6.24M
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.6K- 32.34% |
$128K - $129K
|
5.44K
$273K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-5.55K- 44.65% |
$273K - $275K
|
6.88K
$345K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
14.2K+ 7276.92% |
$699K - $704K
|
14.4K
$722K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
470New |
$23.1K - $23.3K
|
470
$23.6K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
804+ 19.27% |
$39.6K - $39.9K
|
4.98K
$250K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
6.7KNew |
$330K - $332K
|
6.7K
$336K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-10.4K- 68.24% |
$512K - $516K
|
4.84K
$243K
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
5.68KNew |
$280K - $282K
|
5.68K
$285K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
178New |
$8.76K - $8.83K
|
178
$8.93K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.87K- 5.17% |
$488K - $490K
|
181K
$9.1M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-257- 3.27% |
$12.7K - $12.8K
|
7.61K
$382K
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-6.07K- 29.09% |
$300K - $301K
|
14.8K
$742K
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
40New |
$1.98K - $1.99K
|
40
$2.01K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
36New |
$1.78K - $1.79K
|
36
$1.81K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.5K- 16.63% |
$74.1K - $74.5K
|
7.52K
$377K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-6.08K- 19.59% |
$300K - $302K
|
25K
$1.25M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-107K- 17.79% |
$5.26M - $5.29M
|
492K
$24.7M
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
9.39KNew |
$464K - $466K
|
9.39K
$471K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2New |
$98.8 - $99.3
|
2
$100
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-59- 1.34% |
$2.91K - $2.93K
|
4.33K
$217K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.09KNew |
$153K - $153K
|
3.09K
$155K
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-16.5K- 37.5% |
$813K - $817K
|
27.4K
$1.38M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-941- 17.53% |
$46.5K - $46.7K
|
4.43K
$222K
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-9.98K- 54.89% |
$493K - $496K
|
8.2K
$412K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-25.4K- 83.25% |
$1.25M - $1.26M
|
5.11K
$257K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-369- 3.72% |
$18.2K - $18.3K
|
9.56K
$480K
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4New |
$198 - $199
|
4
$201
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
900New |
$44.5K - $44.7K
|
900
$45.2K
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-957- 0.92% |
$47.3K - $47.5K
|
103K
$5.16M
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.95KNew |
$294K - $296K
|
5.95K
$299K
|