Purchases and Sales Made in Q2 2024 in Inv Act Mgd Ex Trd Fd Tr (IHYF)
This table provides information about the institutional ownership of Inv Act Mgd Ex Trd Fd Tr (IHYF) during Q2 2024. The information is specifically focused on institutions that hold shares of INV ACT MGD EX-TRD FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
488KNew |
$10.7M - $10.9M
|
488K
$10.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.6K+ 142.25% |
$1.43M - $1.46M
|
112K
$2.47M
|
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.25K+ 9.77% |
$27.3K - $27.9K
|
14K
$311K
|
|
|
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
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.86K- 6.36% |
$84.2K - $86K
|
56.8K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-5.45K- 8.81% |
$119K - $122K
|
56.5K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.7K- 0.89% |
$233K - $238K
|
1.18M
$26.2M
|