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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 2.13% |
$46.1 - $50.3
|
48
$2.49K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
297+ 2.77% |
$13.7K - $14.9K
|
11K
$572K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
348+ 0.32% |
$16K - $17.5K
|
111K
$5.75M
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15- 0.62% |
$677 - $715
|
2.39K
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
236New |
$10.6K - $11.3K
|
236
$12.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
7.6KNew |
$343K - $362K
|
7.6K
$394K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
186New |
$8.39K - $8.87K
|
186
$9.66K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.71KNew |
$372K - $413K
|
8.71K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.17KNew |
$221K - $245K
|
5.17K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
238KNew |
$10.2M - $11.3M
|
238K
$12.4M
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-217- 39.31% |
$8.27K - $9.47K
|
335
$17.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32.7K- 74.76% |
$1.25M - $1.43M
|
11K
$574K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
940New |
$35.8K - $41K
|
940
$48.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.8KNew |
$508K - $539K
|
12.8K
$665K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$198 - $210
|
5
$260
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
11.9K+ 17.98% |
$470K - $499K
|
77.8K
$4.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-720- 5.43% |
$28.5K - $30.3K
|
12.5K
$652K
|
|
| Q2 2023 | |||||||
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.32KNew |
$49.9K - $53.7K
|
1.32K
$68.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.69M- 99.66% |
$61.4M - $66.4M
|
5.83K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.58% |
$146 - $157
|
691
$35.9K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-201K- 40.13% |
$7.32M - $7.92M
|
300K
$15.6M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
283New |
$10.3K - $11.1K
|
283
$14.7K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.96K- 34.07% |
$108K - $116K
|
5.72K
$297K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.26KNew |
$191K - $207K
|
5.26K
$273K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-52- 0.78% |
$1.73K - $2.07K
|
6.6K
$343K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.46KNew |
$258K - $306K
|
7.46K
$388K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.8K+ 161.74% |
$409K - $485K
|
19.1K
$993K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-58Closed |
$2.19K - $2.39K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
104+ 14.86% |
$3.93K - $4.29K
|
804
$41.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-110Closed |
$4.16K - $4.54K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-199Closed |
$7.27K - $7.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.58KClosed |
$32K - $42.5K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.6KClosed |
$216K - $333K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.5KClosed |
$532K - $597K
|
0
$0
|
|