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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 74.35% |
$708K - $749K
|
36.8K
$1.81M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
202K+ 413.01% |
$9.1M - $9.62M
|
251K
$12.3M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.7K+ 165.02% |
$1.97M - $2.08M
|
70.2K
$3.45M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.55K- 17.83% |
$69.9K - $73.8K
|
7.14K
$351K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.14K+ 22.02% |
$186K - $197K
|
22.9K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.46K+ 2.42% |
$111K - $117K
|
104K
$5.12M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
131+ 1.24% |
$5.91K - $6.24K
|
10.7K
$526K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.4K+ 37.51% |
$964K - $1.02M
|
78.4K
$3.86M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.32K+ 36.99% |
$105K - $111K
|
8.6K
$423K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-376- 0.33% |
$17K - $17.9K
|
112K
$5.53M
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
236New |
$10.6K - $11.3K
|
236
$11.6K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
17.2K+ 21.54% |
$776K - $820K
|
97.1K
$4.77M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
999+ 0.4% |
$45.1K - $47.6K
|
251K
$12.3M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.4K+ 26.12% |
$4.21M - $4.45M
|
451K
$22.2M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$45.1 - $47.7
|
1
$49.2
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
251+ 5.86% |
$11.3K - $12K
|
4.53K
$223K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.28K+ 2.07% |
$103K - $109K
|
112K
$5.52M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-230- 38.14% |
$10.4K - $11K
|
373
$18.3K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-645- 7.27% |
$29.1K - $30.7K
|
8.23K
$405K
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
16.6K+ 7.28% |
$747K - $790K
|
244K
$12M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
5.96KNew |
$269K - $284K
|
5.96K
$293K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
7.6KNew |
$343K - $362K
|
7.6K
$374K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
149+ 2.75% |
$6.72K - $7.1K
|
5.56K
$274K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$45.1K - $47.7K
|
1K
$49.2K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.2K+ 46.14% |
$1.45M - $1.54M
|
102K
$5.02M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.33KNew |
$240K - $254K
|
5.33K
$262K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
104New |
$4.69K - $4.96K
|
104
$5.11K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
217K+ 35.82% |
$9.8M - $10.4M
|
824K
$40.5M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-583- 0.71% |
$26.3K - $27.8K
|
81.4K
$4.01M
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
123K+ 52.08% |
$5.57M - $5.88M
|
360K
$17.7M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
24.8K+ 5.05% |
$1.12M - $1.18M
|
516K
$25.4M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14.4KNew |
$648K - $685K
|
14.4K
$707K
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
53.5K+ 37.17% |
$2.41M - $2.55M
|
197K
$9.7M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.82K+ 205.08% |
$127K - $135K
|
4.2K
$207K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.32K+ 121.25% |
$59.7K - $63.1K
|
2.42K
$119K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.14K+ 7.6% |
$96.4K - $102K
|
30.3K
$1.49M
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.65K+ 163.28% |
$300K - $317K
|
10.7K
$527K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.2K- 2.87% |
$99.3K - $105K
|
74.6K
$3.67M
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
5.04KNew |
$227K - $240K
|
5.04K
$248K
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
38.9K+ 35.2% |
$1.75M - $1.85M
|
149K
$7.35M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.4% |
$451 - $477
|
2.52K
$124K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.21KNew |
$235K - $248K
|
5.21K
$256K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.9K+ 33.04% |
$584K - $617K
|
52.1K
$2.56M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-699- 3.95% |
$31.5K - $33.3K
|
17K
$836K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
186New |
$8.39K - $8.87K
|
186
$9.15K
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
110KNew |
$4.98M - $5.26M
|
110K
$5.43M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.67K+ 9.24% |
$301K - $318K
|
78.9K
$3.88M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
986+ 21.67% |
$44.5K - $47K
|
5.54K
$272K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.86K+ 0.75% |
$83.8K - $88.6K
|
249K
$12.3M
|