Latest Institutional Transactions on Inv Act Mgd Ex Trd Fd Tr (IHYF)
This table provides information on the latest institutional transactions involving Inv Act Mgd Ex Trd Fd Tr (IHYF) 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
40.3K+ 154.41% |
$879K - $898K
|
66.3K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.6KNew |
$407K - $416K
|
18.6K
$412K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.7K- 0.89% |
$233K - $238K
|
1.18M
$26.2M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.25K+ 9.77% |
$27.3K - $27.9K
|
14K
$311K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-5.45K- 8.81% |
$119K - $122K
|
56.5K
$1.25M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.86K- 6.36% |
$84.2K - $86K
|
56.8K
$1.26M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.6K+ 142.25% |
$1.43M - $1.46M
|
112K
$2.47M
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
488KNew |
$10.7M - $10.9M
|
488K
$10.8M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
2+ 0.18% |
$43.7 - $44.6
|
1.08K
$24K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.2KNew |
$1.17M - $1.19M
|
53.2K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.96K- 33.34% |
$109K - $111K
|
9.92K
$219K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-379- 97.43% |
$8.33K - $8.49K
|
10
$221
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
378New |
$8.31K - $8.47K
|
378
$8.36K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-77- 0.35% |
$1.69K - $1.72K
|
21.8K
$482K
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
145New |
$3.19K - $3.25K
|
145
$3.21K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
44.4KNew |
$925K - $996K
|
44.4K
$983K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.29KNew |
$193K - $208K
|
9.29K
$206K
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
47.5K+ 354.39% |
$988K - $1.06M
|
60.8K
$1.35M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.2K- 61.45% |
$66.7K - $71.8K
|
2.01K
$44.4K
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.6KNew |
$242K - $260K
|
11.6K
$257K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-6.14K- 18.41% |
$128K - $138K
|
27.2K
$602K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.52KNew |
$202K - $208K
|
9.52K
$211K
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
14KNew |
$298K - $306K
|
14K
$311K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
21.7KNew |
$450K - $478K
|
21.7K
$480K
|