Latest Institutional Transactions on Invesco Ex Tr Self Indx Fd Tr (IMFL)
This table provides information on the latest institutional transactions involving Invesco Ex Tr Self Indx Fd Tr (IMFL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-49.6K- 22.76% |
$1.11M - $1.37M
|
168K
$4.63M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
65KNew |
$1.46M - $1.8M
|
65K
$1.79M
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
26.3K+ 39.1% |
$590K - $728K
|
93.6K
$2.57M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6KNew |
$349K - $431K
|
15.6K
$428K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-97K- 79.64% |
$2.18M - $2.69M
|
24.8K
$682K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-102K- 70.47% |
$2.28M - $2.81M
|
42.5K
$1.17M
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.02K+ 4.02% |
$22.9K - $28.2K
|
26.4K
$725K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.9KNew |
$155K - $191K
|
6.9K
$190K
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-266- 2.7% |
$5.97K - $7.36K
|
9.59K
$264K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.34K+ 1676.25% |
$30.1K - $37.1K
|
1.42K
$39K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-24- 4.12% |
$538 - $664
|
559
$15.4K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.87KNew |
$109K - $135K
|
4.87K
$134K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.1K- 47.38% |
$271K - $334K
|
13.4K
$368K
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-63.8K- 0.44% |
$1.43M - $1.77M
|
14.4M
$395M
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.94K+ 8.81% |
$88.5K - $109K
|
48.7K
$1.34M
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
38.3K+ 27.52% |
$859K - $1.06M
|
177K
$4.87M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-49.5K- 54.89% |
$1.11M - $1.37M
|
40.7K
$1.12M
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-200- 5.99% |
$4.49K - $5.54K
|
3.14K
$86.2K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
471+ 135.34% |
$10.6K - $13K
|
819
$22.5K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-596- 0.19% |
$13.4K - $16.5K
|
311K
$8.55M
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.33K+ 18.13% |
$52.3K - $64.5K
|
15.2K
$418K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
236K+ 172.5% |
$5.29M - $6.53M
|
373K
$10.2M
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.48K- 5.13% |
$78K - $96.3K
|
64.4K
$1.77M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
660+ 4.06% |
$14.8K - $18.3K
|
16.9K
$465K
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.79K- 6.75% |
$40.2K - $49.6K
|
24.8K
$680K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8KNew |
$179K - $221K
|
8K
$220K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.53K+ 11.48% |
$34.4K - $42.4K
|
14.9K
$409K
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.88KNew |
$177K - $218K
|
7.88K
$217K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
468New |
$10.5K - $13K
|
468
$12.9K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
189+ 32.03% |
$4.24K - $5.23K
|
779
$21.4K
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
123+ 5.29% |
$2.76K - $3.4K
|
2.45K
$67.3K
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
44.5K+ 38.06% |
$999K - $1.23M
|
162K
$4.44M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.84K- 10.41% |
$176K - $217K
|
67.4K
$1.85M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.96K+ 44.43% |
$201K - $248K
|
29.1K
$801K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
528New |
$11.8K - $14.6K
|
528
$14.5K
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
33.7K+ 26.72% |
$755K - $931K
|
160K
$4.39M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.23K+ 10.2% |
$27.7K - $34.2K
|
13.3K
$366K
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.15K- 0.37% |
$48.3K - $59.6K
|
575K
$15.8M
|
|
Q1 2025 | |||||||
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.93K- 5.6% |
$68.2K - $75.3K
|
49.4K
$1.36M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$23.3 - $25.8
|
2
$55
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.47K- 47.59% |
$197K - $218K
|
9.33K
$256K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
13.3K+ 146.14% |
$309K - $342K
|
22.3K
$614K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
319New |
$7.43K - $8.22K
|
319
$8.77K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 7.59% |
$11.7K - $12.9K
|
7.09K
$195K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
101New |
$2.35K - $2.6K
|
101
$2.78K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-803- 98.17% |
$18.7K - $20.7K
|
15
$412
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-12- 4.29% |
$280 - $309
|
268
$7.36K
|
|
Q4 2024 | |||||||
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.74KNew |
$87.7K - $95.3K
|
3.74K
$103K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
888New |
$20.9K - $22.6K
|
888
$24.4K
|