Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
77.3KNew |
N/A
|
77.3K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
26.1K+ 5.17% |
N/A
|
531K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 2.05% |
N/A
|
149
$3.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2K- 9.22% |
N/A
|
19.7K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-5.01K- 9.92% |
N/A
|
45.4K
$1.01M
|