Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.9KNew |
$289K - $311K
|
13.9K
$307K
|
|
|
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
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
4.26K+ 24.39% |
$88.7K - $95.5K
|
21.7K
$481K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.14K+ 10.84% |
$44.6K - $48K
|
21.9K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
722+ 1.83% |
$15K - $16.2K
|
40.2K
$890K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
389New |
$8.1K - $8.72K
|
389
$8.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-16- 3.26% |
$333 - $359
|
475
$10.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.2K- 61.45% |
$66.7K - $71.8K
|
2.01K
$44.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-6.14K- 18.41% |
$128K - $138K
|
27.2K
$602K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.29K- 32.89% |
$152K - $163K
|
14.9K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.1K- 1.56% |
$397K - $428K
|
1.2M
$26.6M
|