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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
275K+ 144.93% |
$13.3M - $14.3M
|
465K
$24.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 3.39% |
$1.83K - $1.98K
|
1.16K
$60.6K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-46.8K- 28.05% |
$2.26M - $2.44M
|
120K
$6.28M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
263K+ 25.43% |
$12.7M - $13.7M
|
1.3M
$67.7M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-283- 5.72% |
$13.7K - $14.7K
|
4.67K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 1.65% |
$48.8K - $52.7K
|
62.3K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-45- 0.95% |
$2.17K - $2.34K
|
4.71K
$246K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
9.03K+ 167.47% |
$435K - $470K
|
14.4K
$753K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 0.7% |
$70.3K - $75.8K
|
208K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.25K+ 22.1% |
$60.1K - $64.9K
|
6.89K
$360K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.15K+ 3.8% |
$152K - $164K
|
85.8K
$4.49M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.38K- 2.03% |
$115K - $124K
|
115K
$6.01M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12.4K+ 74.66% |
$599K - $646K
|
29K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.94K+ 160.74% |
$335K - $361K
|
11.3K
$588K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.65K+ 52.94% |
$128K - $138K
|
7.64K
$399K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.62KNew |
$77.9K - $84.1K
|
1.62K
$84.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-209- 7.39% |
$10.1K - $10.9K
|
2.62K
$137K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
437+ 4.37% |
$21.1K - $22.8K
|
10.4K
$546K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.82K- 58.32% |
$474K - $512K
|
7.02K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.7K- 3.74% |
$709K - $766K
|
378K
$19.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.4K+ 64.41% |
$2.04M - $2.21M
|
108K
$5.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-16.7K- 15.19% |
$806K - $871K
|
93.3K
$4.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
18.7K+ 149.62% |
$903K - $975K
|
31.2K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-28- 41.18% |
$1.35K - $1.46K
|
40
$2.09K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
97.6KNew |
$4.71M - $5.09M
|
97.6K
$5.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
99+ 450.0% |
$4.78K - $5.16K
|
121
$6.32K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.29K+ 82.14% |
$255K - $276K
|
11.7K
$613K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-128- 0.55% |
$6.18K - $6.67K
|
23K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.83K+ 6.81% |
$281K - $304K
|
91.5K
$4.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
23.9K+ 123.36% |
$1.15M - $1.24M
|
43.2K
$2.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.06K+ 6.01% |
$292K - $316K
|
107K
$5.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
257New |
$12.4K - $13.4K
|
257
$13.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.26K+ 6.13% |
$109K - $118K
|
39.1K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36+ 0.45% |
$1.74K - $1.88K
|
8.11K
$424K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.24K+ 1.31% |
$308K - $326K
|
483K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.31KNew |
$64.5K - $68.3K
|
1.31K
$68.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
673New |
$33.2K - $35.2K
|
673
$35.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
260New |
$12.8K - $13.6K
|
260
$13.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
32+ 0.39% |
$1.58K - $1.67K
|
8.29K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
47.8KNew |
$2.36M - $2.5M
|
47.8K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20New |
$988 - $1.05K
|
20
$1.05K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$148 - $157
|
1.38K
$72.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
206New |
$10.2K - $10.8K
|
206
$10.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 0.5% |
$889 - $942
|
3.61K
$189K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
396+ 5.5% |
$19.6K - $20.7K
|
7.59K
$397K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.5KNew |
$271K - $287K
|
5.5K
$287K
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-14.4KClosed |
$662K - $723K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.66KNew |
$353K - $385K
|
7.66K
$400K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-110K- 73.94% |
$5.09M - $5.55M
|
38.9K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.92K- 2.77% |
$319K - $348K
|
242K
$12.7M
|
|