Latest Institutional Purchases of Invesco Ex Traded Self Indx Fd (IUS)
This list provides information on the latest institutional transactions involving Invesco Ex Traded Self Indx Fd (IUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
171KNew |
$8.42M - $8.92M
|
171K
$8.8M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
70.2K+ 32.54% |
$3.47M - $3.67M
|
286K
$14.8M
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
23.1KNew |
$1.14M - $1.21M
|
23.1K
$1.19M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
14.4K+ 17.33% |
$712K - $754K
|
97.7K
$5.04M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.6K+ 40.41% |
$524K - $555K
|
36.9K
$1.9M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10KNew |
$494K - $523K
|
10K
$516K
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
9.28K+ 33.66% |
$458K - $485K
|
36.9K
$1.9M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9K+ 10.74% |
$445K - $471K
|
92.8K
$4.79M
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.78KNew |
$384K - $407K
|
7.78K
$401K
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.5KNew |
$271K - $287K
|
5.5K
$283K
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.2K+ 19.84% |
$158K - $167K
|
19.3K
$997K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
851+ 1.08% |
$42K - $44.5K
|
80K
$4.13M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
396+ 5.5% |
$19.6K - $20.7K
|
7.59K
$392K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
152+ 1.92% |
$7.51K - $7.95K
|
8.07K
$416K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
102+ 1.32% |
$5.04K - $5.34K
|
7.82K
$403K
|
|
Q3 2024 | |||||||
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
192K+ 188.58% |
$8.86M - $9.68M
|
294K
$15.2M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 18.36% |
$6.97M - $7.61M
|
976K
$50.3M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
40K+ 53.64% |
$1.84M - $2.01M
|
115K
$5.91M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38K+ 15.17% |
$1.75M - $1.91M
|
289K
$14.9M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.3K+ 41.26% |
$1.49M - $1.63M
|
111K
$5.71M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.5KNew |
$1.27M - $1.39M
|
27.5K
$1.42M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23K+ 62.51% |
$1.06M - $1.16M
|
59.8K
$3.09M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.3K+ 25.52% |
$613K - $669K
|
65.4K
$3.37M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7KNew |
$491K - $537K
|
10.7K
$550K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.66KNew |
$353K - $385K
|
7.66K
$395K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.29K+ 1955.23% |
$336K - $367K
|
7.67K
$395K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7.29K+ 6.49% |
$336K - $367K
|
120K
$6.17M
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
6.56KNew |
$302K - $330K
|
6.56K
$339K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.91K+ 21.42% |
$226K - $247K
|
27.8K
$1.44M
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
4.67KNew |
$215K - $235K
|
4.67K
$241K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.12K+ 2.09% |
$190K - $207K
|
201K
$10.4M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.08KNew |
$188K - $205K
|
4.08K
$210K
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.21K+ 1.32% |
$148K - $162K
|
247K
$12.8M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.71K+ 1.64% |
$78.8K - $86K
|
106K
$5.46M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.35K+ 4.31% |
$62.1K - $67.8K
|
32.6K
$1.68M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.04K+ 7.21% |
$47.7K - $52.1K
|
15.4K
$795K
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.03K+ 1.07% |
$47.6K - $52K
|
98.1K
$5.06M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.02K+ 19.23% |
$47.2K - $51.5K
|
6.35K
$328K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
938+ 49.66% |
$43.2K - $47.2K
|
2.83K
$146K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
853+ 2.82% |
$39.3K - $42.9K
|
31.1K
$1.6M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
752+ 16.59% |
$34.6K - $37.8K
|
5.28K
$273K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
456+ 4.26% |
$21K - $22.9K
|
11.1K
$575K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
348+ 0.32% |
$16K - $17.5K
|
111K
$5.71M
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
297+ 2.77% |
$13.7K - $14.9K
|
11K
$568K
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
34+ 0.41% |
$1.57K - $1.71K
|
8.26K
$426K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
22New |
$1.01K - $1.11K
|
22
$1.13K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 2.13% |
$46.1 - $50.3
|
48
$2.48K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.7K+ 165.02% |
$1.97M - $2.08M
|
70.2K
$3.62M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
7.6KNew |
$343K - $362K
|
7.6K
$392K
|