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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.37K- 58.89% |
$32.1K - $34.8K
|
953
$24.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.4K+ 10.44% |
$337K - $366K
|
152K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.98K+ 8888.12% |
$211K - $229K
|
9.08K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
320K+ 2.21% |
$7.52M - $8.16M
|
14.8M
$375M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
21+ 0.05% |
$493 - $535
|
44.2K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.3KNew |
$382K - $414K
|
16.3K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.29K+ 31.99% |
$77.2K - $83.8K
|
13.6K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 60.24% |
$371K - $402K
|
10.4K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-9.77K- 68.01% |
$229K - $249K
|
4.6K
$117K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.82K+ 3.1% |
$42.7K - $46.4K
|
60.5K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.2K- 15.41% |
$28.2K - $30.6K
|
6.59K
$167K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.2K- 12.46% |
$825K - $896K
|
247K
$6.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.44K+ 6.15% |
$33.8K - $36.7K
|
24.8K
$630K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.83K+ 7.37% |
$113K - $123K
|
70.4K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.8KNew |
$255K - $276K
|
10.8K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.3K- 67.62% |
$640K - $695K
|
13.1K
$331K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
565New |
$13.3K - $14.4K
|
565
$14.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-106K- 51.7% |
$2.49M - $2.71M
|
99.2K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 9.43% |
$704 - $765
|
348
$8.82K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-479- 3.31% |
$11.2K - $12.2K
|
14K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
129K+ 219.01% |
$3.02M - $3.28M
|
187K
$4.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
295New |
$6.93K - $7.52K
|
295
$7.48K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-8.29K- 42.84% |
$195K - $211K
|
11.1K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.22K+ 90.87% |
$28.7K - $31.2K
|
2.57K
$65.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
118KNew |
$2.77M - $3.01M
|
118K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-955- 1.65% |
$22.4K - $24.3K
|
57.1K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-340- 1.27% |
$7.98K - $8.67K
|
26.4K
$670K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
10.4K+ 2.05% |
$244K - $265K
|
518K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.7K+ 25.54% |
$250K - $272K
|
52.4K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.95K+ 1.71% |
$69.2K - $75.2K
|
176K
$4.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-8.39K- 96.77% |
$197K - $214K
|
280
$7.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-20K- 96.07% |
$469K - $509K
|
818
$20.7K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
147KNew |
$3.47M - $3.85M
|
147K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-51.5K- 81.5% |
$1.22M - $1.35M
|
11.7K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 2.44% |
$2.37K - $2.63K
|
4K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.36K+ 43.1% |
$127K - $141K
|
17.8K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9K+ 36.5% |
$376K - $417K
|
59.4K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.47K- 1.05% |
$34.8K - $38.6K
|
138K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-32- 0.33% |
$758 - $840
|
9.63K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.16KNew |
$74.7K - $82.9K
|
3.16K
$80K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.22KNew |
$147K - $163K
|
6.22K
$158K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-98.6K- 77.02% |
$2.42M - $2.58M
|
29.4K
$746K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
73New |
$1.79K - $1.91K
|
73
$1.85K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
151New |
$3.7K - $3.95K
|
151
$3.83K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3- 75.0% |
$72.4 - $77.3
|
1
$25.4
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
22.4KNew |
$487K - $565K
|
22.4K
$568K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
14.1KNew |
$307K - $356K
|
14.1K
$358K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8KNew |
$174K - $202K
|
8K
$203K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
550New |
$12K - $13.9K
|
550
$13.9K
|
|