Latest Institutional Purchases of Invesco Ex Tr Self Indx Fd Tr (IMFL)
This list provides information on the latest institutional transactions involving Invesco Ex Tr Self Indx Fd Tr (IMFL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
173K+ 51.77% |
$4.1M - $4.54M
|
507K
$12.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
147KNew |
$3.47M - $3.85M
|
147K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
138KNew |
$3.26M - $3.61M
|
138K
$3.36M
|
|
|
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
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.8K+ 15.01% |
$635K - $704K
|
205K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
23.4KNew |
$554K - $615K
|
23.4K
$572K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
20.8K+ 13.67% |
$492K - $546K
|
173K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9K+ 36.5% |
$376K - $417K
|
59.4K
$1.45M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.5KNew |
$342K - $380K
|
14.5K
$353K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
8.67KNew |
$205K - $228K
|
8.67K
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.22KNew |
$147K - $163K
|
6.22K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.36K+ 43.1% |
$127K - $141K
|
17.8K
$435K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.27K+ 5.25% |
$77.5K - $85.9K
|
65.6K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.16KNew |
$74.7K - $82.9K
|
3.16K
$77.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.67K+ 258.82% |
$39.6K - $43.9K
|
2.32K
$56.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.35KNew |
$31.9K - $35.4K
|
1.35K
$32.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 6.86% |
$11.8K - $13.1K
|
7.79K
$190K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
455+ 1.73% |
$10.8K - $11.9K
|
26.8K
$654K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
318New |
$7.53K - $8.35K
|
318
$7.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
52+ 106.12% |
$1.23K - $1.37K
|
101
$2.47K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
151New |
$3.7K - $3.95K
|
151
$3.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
73New |
$1.79K - $1.91K
|
73
$1.78K
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
22.4KNew |
$487K - $565K
|
22.4K
$547K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
14.1KNew |
$307K - $356K
|
14.1K
$345K
|
|
|
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
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
519+ 1.0% |
$12K - $12.9K
|
52.2K
$1.28M
|
|
| 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
|
|