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 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-32- 0.33% |
$758 - $840
|
9.63K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.22KNew |
$147K - $163K
|
6.22K
$170K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
73New |
$1.79K - $1.91K
|
73
$1.99K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
151New |
$3.7K - $3.95K
|
151
$4.12K
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
22.4KNew |
$487K - $565K
|
22.4K
$611K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
14.1KNew |
$307K - $356K
|
14.1K
$385K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8KNew |
$174K - $202K
|
8K
$218K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
550New |
$12K - $13.9K
|
550
$15K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.21K+ 21.53% |
$51.2K - $55K
|
12.5K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
519+ 1.0% |
$12K - $12.9K
|
52.2K
$1.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.07K- 42.52% |
$48K - $51.6K
|
2.8K
$76.3K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
98New |
$1.75K - $2.08K
|
98
$2.67K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-86.6K- 82.24% |
$1.75M - $2.09M
|
18.7K
$511K
|
|