Latest Institutional Purchases of Inv Act Mgd Ex Trd Fd Tr (IHYF)
This list provides information on the latest institutional transactions involving Inv Act Mgd Ex Trd Fd Tr (IHYF) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
30.9K+ 5.82% |
N/A
|
562K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.9K+ 18.12% |
N/A
|
90.9K
$2.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.12K+ 6.66% |
N/A
|
49.9K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 1.34% |
N/A
|
151
$3.34K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
77.3KNew |
N/A
|
77.3K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
861New |
N/A
|
861
$19K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
342+ 1.8% |
N/A
|
19.3K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$22.1
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19KNew |
$420K - $420K
|
19K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.3KNew |
$271K - $271K
|
12.3K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
97New |
$2.15K - $2.15K
|
97
$2.15K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
59New |
$1.31K - $1.31K
|
59
$1.31K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
378New |
$8.31K - $8.47K
|
378
$8.36K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
47.5K+ 354.39% |
$988K - $1.06M
|
60.8K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
44.4KNew |
$925K - $996K
|
44.4K
$983K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.6KNew |
$242K - $260K
|
11.6K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.29KNew |
$193K - $208K
|
9.29K
$206K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
14KNew |
$298K - $306K
|
14K
$311K
|
|