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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.23K+ 10.2% |
$27.7K - $34.2K
|
13.3K
$364K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.15K- 0.37% |
$48.3K - $59.6K
|
575K
$15.7M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11K- 99.28% |
$257K - $284K
|
80
$2.18K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.93K- 5.6% |
$68.2K - $75.3K
|
49.4K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$23.3 - $25.8
|
2
$54.6
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
122KNew |
$2.84M - $3.14M
|
122K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.4K- 39.38% |
$149K - $165K
|
9.86K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
37.4K+ 20.69% |
$871K - $963K
|
218K
$5.95M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
55.5K+ 78.89% |
$1.29M - $1.43M
|
126K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-370- 38.82% |
$8.62K - $9.53K
|
583
$15.9K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
90.2KNew |
$2.1M - $2.32M
|
90.2K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.2K+ 17.89% |
$238K - $263K
|
67.3K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-48.2K- 25.75% |
$1.12M - $1.24M
|
139K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.47K- 47.59% |
$197K - $218K
|
9.33K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
144KNew |
$3.36M - $3.71M
|
144K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
13.3K+ 146.14% |
$309K - $342K
|
22.3K
$610K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
525+ 2.11% |
$12.2K - $13.5K
|
25.4K
$692K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-331K- 2.24% |
$7.71M - $8.52M
|
14.5M
$394M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
319New |
$7.43K - $8.22K
|
319
$8.7K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-76.6K- 50.44% |
$1.78M - $1.97M
|
75.3K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
531+ 1.2% |
$12.4K - $13.7K
|
44.8K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
590New |
$13.7K - $15.2K
|
590
$16.1K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65K+ 26.31% |
$1.51M - $1.67M
|
312K
$8.51M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
12.9KNew |
$300K - $331K
|
12.9K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.71K+ 19.95% |
$63.1K - $69.7K
|
16.3K
$444K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37.6K+ 37.92% |
$876K - $969K
|
137K
$3.73M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-246- 9.57% |
$5.73K - $6.34K
|
2.33K
$63.4K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.33K+ 12.11% |
$171K - $189K
|
67.9K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 7.59% |
$11.7K - $12.9K
|
7.09K
$193K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.94K+ 28.18% |
$68.4K - $75.6K
|
13.4K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.2KNew |
$470K - $520K
|
20.2K
$550K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.26K- 27.41% |
$29.4K - $32.5K
|
3.34K
$91K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
101New |
$2.35K - $2.6K
|
101
$2.76K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
106+ 0.4% |
$2.47K - $2.73K
|
26.6K
$724K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-803- 98.17% |
$18.7K - $20.7K
|
15
$409
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-12- 4.29% |
$280 - $309
|
268
$7.31K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-932- 0.79% |
$21.7K - $24K
|
117K
$3.19M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.7K- 69.58% |
$416K - $452K
|
7.75K
$212K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.74KNew |
$87.7K - $95.3K
|
3.74K
$102K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
888New |
$20.9K - $22.6K
|
888
$24.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
565New |
$13.3K - $14.4K
|
565
$15.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 9.43% |
$704 - $765
|
348
$9.49K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-479- 3.31% |
$11.2K - $12.2K
|
14K
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
295New |
$6.93K - $7.52K
|
295
$8.05K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-8.29K- 42.84% |
$195K - $211K
|
11.1K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.95K+ 1.71% |
$69.2K - $75.2K
|
176K
$4.8M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 2.44% |
$2.37K - $2.63K
|
4K
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.47K- 1.05% |
$34.8K - $38.6K
|
138K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.16KNew |
$74.7K - $82.9K
|
3.16K
$86.1K
|
|