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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
320K+ 2.21% |
$7.52M - $8.16M
|
14.8M
$375M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
129K+ 219.01% |
$3.02M - $3.28M
|
187K
$4.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
118KNew |
$2.77M - $3.01M
|
118K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.3KNew |
$382K - $414K
|
16.3K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14.4K+ 10.44% |
$337K - $366K
|
152K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.8KNew |
$255K - $276K
|
10.8K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.7K+ 25.54% |
$250K - $272K
|
52.4K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
10.4K+ 2.05% |
$244K - $265K
|
518K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.98K+ 8888.12% |
$211K - $229K
|
9.08K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.83K+ 7.37% |
$113K - $123K
|
70.4K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.29K+ 31.99% |
$77.2K - $83.8K
|
13.6K
$344K
|
|
|
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
|
|
|
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
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.44K+ 6.15% |
$33.8K - $36.7K
|
24.8K
$630K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.22K+ 90.87% |
$28.7K - $31.2K
|
2.57K
$65.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
565New |
$13.3K - $14.4K
|
565
$14.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
295New |
$6.93K - $7.52K
|
295
$7.48K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 9.43% |
$704 - $765
|
348
$8.82K
|
|
|
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
|
|
| 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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9K+ 36.5% |
$376K - $417K
|
59.4K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.22KNew |
$147K - $163K
|
6.22K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.36K+ 43.1% |
$127K - $141K
|
17.8K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.16KNew |
$74.7K - $82.9K
|
3.16K
$80K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
151New |
$3.7K - $3.95K
|
151
$3.83K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
73New |
$1.79K - $1.91K
|
73
$1.85K
|
|
| 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
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.21K+ 21.53% |
$51.2K - $55K
|
12.5K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
519+ 1.0% |
$12K - $12.9K
|
52.2K
$1.32M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
660New |
$13.8K - $15.4K
|
660
$16.7K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
98New |
$1.75K - $2.08K
|
98
$2.48K
|
|