Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.1KNew |
$1.04M - $1.04M
|
47.1K
$1.04M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.8K+ 27.52% |
$680K - $680K
|
143K
$3.15M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19KNew |
$420K - $420K
|
19K
$420K
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.1K+ 3.5% |
$378K - $378K
|
505K
$11.2M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.3KNew |
$271K - $271K
|
12.3K
$271K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
348+ 1.87% |
$7.7K - $7.7K
|
19K
$420K
|
|
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
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.69% |
$22.1 - $22.1
|
146
$3.23K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-543- 3.87% |
$12K - $12K
|
13.5K
$299K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.66K- 0.14% |
$36.8K - $36.8K
|
1.18M
$26.2M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.83K- 7.28% |
$107K - $107K
|
61.5K
$1.36M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-6.3K- 11.1% |
$139K - $139K
|
50.5K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-44.8K- 79.3% |
$990K - $990K
|
11.7K
$259K
|