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 |
---|---|---|---|---|---|---|---|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.5KNew |
$342K - $380K
|
14.5K
$352K
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
147KNew |
$3.47M - $3.85M
|
147K
$3.57M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-51.5K- 81.5% |
$1.22M - $1.35M
|
11.7K
$285K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
52+ 106.12% |
$1.23K - $1.37K
|
101
$2.46K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-905- 2.12% |
$21.4K - $23.8K
|
41.7K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
23.4KNew |
$554K - $615K
|
23.4K
$570K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 2.44% |
$2.37K - $2.63K
|
4K
$97.4K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.36K+ 43.1% |
$127K - $141K
|
17.8K
$434K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9K+ 36.5% |
$376K - $417K
|
59.4K
$1.45M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.6K- 7.27% |
$109K - $121K
|
58.7K
$1.43M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.47K- 1.05% |
$34.8K - $38.6K
|
138K
$3.37M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.43K- 3.42% |
$33.8K - $37.5K
|
40.3K
$982K
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
58.7KNew |
$1.39M - $1.54M
|
58.7K
$1.43M
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
44.2KNew |
$1.05M - $1.16M
|
44.2K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-45- 0.44% |
$1.07K - $1.18K
|
10.3K
$250K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.67K+ 258.82% |
$39.6K - $43.9K
|
2.32K
$56.4K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.16KNew |
$74.7K - $82.9K
|
3.16K
$76.8K
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-32- 0.33% |
$758 - $840
|
9.63K
$235K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-754K- 4.96% |
$17.9M - $19.8M
|
14.5M
$352M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-705- 1.2% |
$16.7K - $18.5K
|
58.1K
$1.41M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.49K- 2.25% |
$154K - $170K
|
282K
$6.87M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.1K- 7.43% |
$49.8K - $55.2K
|
26.2K
$638K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.27K+ 5.25% |
$77.5K - $85.9K
|
65.6K
$1.6M
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.62K- 20.11% |
$85.7K - $95K
|
14.4K
$350K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.22KNew |
$147K - $163K
|
6.22K
$152K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.35KNew |
$31.9K - $35.4K
|
1.35K
$32.8K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.8K+ 15.01% |
$635K - $704K
|
205K
$5M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
455+ 1.73% |
$10.8K - $11.9K
|
26.8K
$652K
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
173K+ 51.77% |
$4.1M - $4.54M
|
507K
$12.4M
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 6.86% |
$11.8K - $13.1K
|
7.79K
$190K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
318New |
$7.53K - $8.35K
|
318
$7.74K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
138KNew |
$3.26M - $3.61M
|
138K
$3.35M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
8.67KNew |
$205K - $228K
|
8.67K
$211K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-8.09K- 27.99% |
$191K - $212K
|
20.8K
$506K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
20.8K+ 13.67% |
$492K - $546K
|
173K
$4.21M
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
73New |
$1.79K - $1.91K
|
73
$1.78K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-98.6K- 77.02% |
$2.42M - $2.58M
|
29.4K
$717K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
151New |
$3.7K - $3.95K
|
151
$3.68K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3- 75.0% |
$72.4 - $77.3
|
1
$24.4
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-20.4K- 51.31% |
$492K - $525K
|
19.4K
$471K
|
|
Q4 2023 | |||||||
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
22.4KNew |
$487K - $565K
|
22.4K
$545K
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
14.1KNew |
$307K - $356K
|
14.1K
$344K
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8KNew |
$174K - $202K
|
8K
$195K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
550New |
$12K - $13.9K
|
550
$13.4K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.21K+ 21.53% |
$51.2K - $55K
|
12.5K
$303K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
519+ 1.0% |
$12K - $12.9K
|
52.2K
$1.27M
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.07K- 42.52% |
$48K - $51.6K
|
2.8K
$68.1K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
660New |
$13.8K - $15.4K
|
660
$16.1K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
98New |
$1.75K - $2.08K
|
98
$2.39K
|