Latest Institutional Purchases of Invesco Ex Traded Self Indx Fd (ISDX)
This list provides information on the latest institutional transactions involving Invesco Ex Traded Self Indx Fd (ISDX) 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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
697+ 260.07% |
$18.4K - $20.5K
|
965
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
524New |
$13.9K - $15.4K
|
524
$0
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
380+ 109.83% |
$10K - $11.2K
|
726
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
375New |
$9.92K - $11K
|
375
$0
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$264 - $294
|
10
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
184K+ 851.88% |
$4.5M - $5.16M
|
205K
$0
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
183KNew |
$4.49M - $5.14M
|
183K
$0
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
173KNew |
$4.25M - $4.87M
|
173K
$0
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
162K+ 599.76% |
$3.97M - $4.55M
|
189K
$0
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
104KNew |
$2.54M - $2.91M
|
104K
$0
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
61.8K+ 52.46% |
$1.51M - $1.74M
|
180K
$0
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.8KNew |
$681K - $781K
|
27.8K
$0
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
24.8K+ 22.78% |
$608K - $697K
|
134K
$0
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.6KNew |
$480K - $550K
|
19.6K
$0
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.9KNew |
$413K - $474K
|
16.9K
$0
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.09K+ 5.89% |
$26.7K - $30.6K
|
19.6K
$0
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
650New |
$15.9K - $18.2K
|
650
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
585New |
$14.3K - $16.4K
|
585
$0
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
384+ 0.99% |
$9.4K - $10.8K
|
39.2K
$0
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
305New |
$7.47K - $8.56K
|
305
$0
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51New |
$1.25K - $1.43K
|
51
$0
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
51New |
$1.25K - $1.43K
|
51
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
16New |
$392 - $449
|
16
$0
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.45KNew |
$224K - $265K
|
9.45K
$0
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
101New |
$2.63K - $3.07K
|
101
$0
|
|
Q3 2021 | |||||||
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
385New |
$11.4K - $12.1K
|
385
$0
|