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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
6.45KNew |
$318K - $337K
|
6.45K
$328K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.23K+ 2.6% |
$258K - $273K
|
207K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.44KNew |
$219K - $232K
|
4.44K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.3K+ 30.96% |
$1M - $1.06M
|
85.7K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.62KNew |
$475K - $503K
|
9.62K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-360- 1.29% |
$17.8K - $18.8K
|
27.5K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
52.3K+ 45.65% |
$2.58M - $2.74M
|
167K
$8.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5- 0.04% |
$247 - $262
|
11.1K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
543+ 1.66% |
$26.8K - $28.4K
|
33.2K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.93K+ 38.69% |
$145K - $153K
|
10.5K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7- 1.16% |
$346 - $366
|
597
$30.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.31KNew |
$64.5K - $68.3K
|
1.31K
$66.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.72K+ 4.78% |
$282K - $299K
|
125K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.65K+ 4.2% |
$230K - $243K
|
115K
$5.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-20.2K- 8.15% |
$995K - $1.05M
|
227K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
673New |
$33.2K - $35.2K
|
673
$34.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.77KNew |
$384K - $407K
|
7.77K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.2KNew |
$650K - $688K
|
13.2K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.85K+ 35.78% |
$487K - $515K
|
37.4K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.48K+ 2.48% |
$73.2K - $77.5K
|
61.3K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
593+ 7.74% |
$29.3K - $31K
|
8.26K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
5KNew |
$247K - $261K
|
5K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-868- 13.22% |
$42.9K - $45.4K
|
5.7K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
25+ 0.39% |
$1.23K - $1.31K
|
6.38K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.52K+ 9.17% |
$273K - $289K
|
65.8K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
190KNew |
$9.38M - $9.94M
|
190K
$9.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.18K+ 417900.0% |
$206K - $219K
|
4.18K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.1K+ 33.33% |
$4.85M - $5.13M
|
393K
$20M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
724+ 15.52% |
$35.8K - $37.9K
|
5.39K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-793- 11.76% |
$39.2K - $41.5K
|
5.95K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.82K- 2.71% |
$386K - $409K
|
281K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
260New |
$12.8K - $13.6K
|
260
$13.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.6K+ 5.9% |
$2.85M - $3.01M
|
1.03M
$52.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
32+ 0.39% |
$1.58K - $1.67K
|
8.29K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-49.1K- 58.92% |
$2.43M - $2.57M
|
34.3K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
160+ 16.65% |
$7.9K - $8.37K
|
1.12K
$57K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
109K+ 102.85% |
$5.38M - $5.7M
|
215K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 3.84% |
$59K - $62.5K
|
32.3K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-336- 6.36% |
$16.6K - $17.6K
|
4.95K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.21K+ 7.83% |
$59.6K - $63.1K
|
16.6K
$845K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-179K- 40.37% |
$8.83M - $9.35M
|
264K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
47.8KNew |
$2.36M - $2.5M
|
47.8K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.79K+ 2.84% |
$138K - $146K
|
101K
$5.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.65K+ 3.3% |
$131K - $138K
|
82.7K
$4.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-568- 10.66% |
$28.1K - $29.7K
|
4.76K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13KNew |
$641K - $679K
|
13K
$660K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
12.5KNew |
$618K - $654K
|
12.5K
$636K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
243KNew |
$12M - $12.7M
|
243K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-27- 28.42% |
$1.33K - $1.41K
|
68
$3.46K
|