Latest Institutional Transactions on Invesco Exchange Traded Self I (OMFL)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Self I (OMFL) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34- 1.4% |
$1.54K - $1.72K
|
2.4K
$135K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7.47KNew |
$339K - $378K
|
7.47K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
712New |
$32.3K - $36K
|
712
$40.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-265- 62.5% |
$12K - $13.4K
|
159
$8.95K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
30.7K+ 10.18% |
$1.39M - $1.56M
|
333K
$18.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.31K+ 6.44% |
$59.5K - $66.4K
|
21.7K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.89KNew |
$85.6K - $95.5K
|
1.89K
$106K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.23KNew |
$55.6K - $62K
|
1.23K
$68.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
72.9KNew |
$3.31M - $3.69M
|
72.9K
$4.1M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
417K+ 111.8% |
$18.9M - $21.1M
|
790K
$44.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Taiyo Life Insurance CO
|
BUY
|
- |
340KNew |
$15.4M - $17.2M
|
340K
$19.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
71New |
$3.22K - $3.59K
|
71
$4K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.59KNew |
$208K - $232K
|
4.59K
$258K
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-37.5K- 35.84% |
$1.7M - $1.9M
|
67.1K
$3.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.75K- 27.66% |
$79.4K - $88.6K
|
4.58K
$258K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.61K+ 5.51% |
$164K - $183K
|
69.2K
$3.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
539New |
$24.4K - $27.3K
|
539
$30.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
528New |
$24K - $26.7K
|
528
$29.7K
|
|
| Q2 2023 | |||||||
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.55KNew |
$258K - $272K
|
5.55K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
498K+ 38.51% |
$23.1M - $24.4M
|
1.79M
$101M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10.9KNew |
$504K - $532K
|
10.9K
$611K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
446+ 6.73% |
$20.7K - $21.8K
|
7.07K
$398K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.53KNew |
$210K - $222K
|
4.53K
$255K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
155+ 2.27% |
$7.19K - $7.59K
|
6.97K
$392K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
1.05KNew |
$48.8K - $51.5K
|
1.05K
$59.2K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.05KNew |
$48.8K - $51.5K
|
1.05K
$59.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-150K- 9.04% |
$6.94M - $7.33M
|
1.51M
$84.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
6.76KNew |
$314K - $331K
|
6.76K
$380K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1New |
$46.4 - $49
|
1
$56.3
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
205New |
$9.51K - $10K
|
205
$11.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.79KNew |
$129K - $137K
|
2.79K
$157K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
30.4KNew |
$1.41M - $1.49M
|
30.4K
$1.71M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
12.5KNew |
$536K - $606K
|
12.5K
$704K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.35K- 11.32% |
$144K - $163K
|
26.3K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 0.11% |
$129 - $145
|
2.78K
$156K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.19K+ 2.41% |
$265K - $300K
|
263K
$14.8M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-430- 11.45% |
$18.4K - $20.9K
|
3.33K
$187K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-15.8K- 62.58% |
$677K - $766K
|
9.44K
$531K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.83KNew |
$207K - $234K
|
4.83K
$272K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
243New |
$10.4K - $11.8K
|
243
$13.7K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
111New |
$4.76K - $5.38K
|
111
$6.25K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
39.9KNew |
$1.71M - $1.93M
|
39.9K
$2.24M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
4.33KNew |
$186K - $210K
|
4.33K
$244K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119New |
$5.1K - $5.77K
|
119
$6.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-121- 23.63% |
$5.19K - $5.87K
|
391
$22K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-153KClosed |
$6.03M - $6.91M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
41New |
$1.62K - $1.85K
|
41
$2.31K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28+ 0.23% |
$1.1K - $1.27K
|
12.2K
$686K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
35+ 14.83% |
$1.38K - $1.58K
|
271
$15.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-3.9K- 3.66% |
$154K - $176K
|
102K
$5.76M
|
|