Latest Institutional Transactions on Invesco Ex Traded Self Indx Fd (IUS)
This table provides information on the latest institutional transactions involving Invesco Ex Traded Self Indx Fd (IUS) 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 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.86K+ 0.75% |
$83.8K - $88.6K
|
249K
$12M
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-23.1K- 26.64% |
$1.04M - $1.1M
|
63.7K
$3.08M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-194- 2.41% |
$8.75K - $9.25K
|
7.86K
$379K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-281- 6.2% |
$12.7K - $13.4K
|
4.25K
$205K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.11KNew |
$276K - $291K
|
6.11K
$295K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-40- 0.52% |
$1.8K - $1.91K
|
7.66K
$370K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.89KNew |
$85.2K - $90K
|
1.89K
$91.2K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.37K- 25.59% |
$332K - $351K
|
21.4K
$1.03M
|
|
Q1 2024 | |||||||
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.9K+ 191.58% |
$593K - $659K
|
21.1K
$1.02M
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
144KNew |
$6.15M - $6.83M
|
144K
$6.94M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.27KNew |
$268K - $298K
|
6.27K
$303K
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.63K+ 9.05% |
$283K - $315K
|
79.9K
$3.86M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$451K - $501K
|
10.6K
$510K
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
228KNew |
$9.72M - $10.8M
|
228K
$11M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.8KNew |
$2.09M - $2.32M
|
48.8K
$2.36M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37K+ 57.19% |
$1.58M - $1.76M
|
102K
$4.91M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.81K+ 10.65% |
$77.3K - $85.8K
|
18.8K
$906K
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
8.87KNew |
$379K - $421K
|
8.87K
$428K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.17KNew |
$221K - $245K
|
5.17K
$249K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-652- 6.98% |
$27.9K - $30.9K
|
8.69K
$419K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.5K+ 34.14% |
$620K - $689K
|
57K
$2.75M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.71KNew |
$372K - $413K
|
8.71K
$420K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
25+ 1.05% |
$1.07K - $1.19K
|
2.41K
$116K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.9K+ 48.83% |
$979K - $1.09M
|
69.8K
$3.37M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.29KNew |
$183K - $203K
|
4.29K
$207K
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
238KNew |
$10.2M - $11.3M
|
238K
$11.5M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.38KNew |
$58.8K - $65.4K
|
1.38K
$66.5K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-745Closed |
$31.8K - $35.4K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.28KNew |
$183K - $203K
|
4.28K
$207K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.8K- 3.0% |
$803K - $892K
|
607K
$29.3M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
108+ 10.98% |
$4.61K - $5.13K
|
1.09K
$52.7K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9.39K+ 9.33% |
$401K - $446K
|
110K
$5.31M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-297- 33.0% |
$12.7K - $14.1K
|
603
$29.1K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 43.77% |
$4.65M - $5.17M
|
358K
$17.3M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.17K- 1.89% |
$92.6K - $103K
|
113K
$5.44M
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.07KNew |
$174K - $193K
|
4.07K
$196K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.42KNew |
$231K - $257K
|
5.42K
$261K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.5KNew |
$1.13M - $1.26M
|
26.5K
$1.28M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-236- 0.29% |
$10.1K - $11.2K
|
82K
$3.96M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-258K- 50.82% |
$11M - $12.3M
|
250K
$12.1M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.7K+ 2.66% |
$544K - $604K
|
491K
$23.7M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
76.8KNew |
$3.28M - $3.64M
|
76.8K
$3.71M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.56K- 5.94% |
$195K - $216K
|
72.2K
$3.49M
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
237KNew |
$10.1M - $11.2M
|
237K
$11.4M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
5.98KNew |
$255K - $284K
|
5.98K
$288K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
404+ 1.46% |
$17.3K - $19.2K
|
28.1K
$1.36M
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
47New |
$2.01K - $2.23K
|
47
$2.27K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-28- 18.54% |
$1.2K - $1.33K
|
123
$5.94K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.72K+ 24.52% |
$330K - $366K
|
39.2K
$1.89M
|