Latest Institutional Transactions on Invesco Exchange Traded Self I (OMFS)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Self I (OMFS) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
162KNew |
$6.3M - $7.12M
|
162K
$6.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.22K+ 1800.81% |
$86K - $97.2K
|
2.34K
$97K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
31.1K+ 8.72% |
$1.21M - $1.37M
|
388K
$16.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-14.6K- 70.84% |
$567K - $641K
|
6.01K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-84.6K- 87.07% |
$3.28M - $3.71M
|
12.6K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-214- 0.62% |
$8.31K - $9.39K
|
34.2K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-324- 2.97% |
$12.6K - $14.2K
|
10.6K
$440K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
29.1KNew |
$1.13M - $1.28M
|
29.1K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
89New |
$3.46K - $3.91K
|
89
$3.69K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.23K- 9.17% |
$125K - $142K
|
31.9K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-230K- 35.2% |
$8.91M - $10.1M
|
423K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-13K- 45.63% |
$504K - $570K
|
15.5K
$642K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-321- 35.08% |
$12.5K - $14.1K
|
594
$24.6K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.12K- 7.13% |
$43.6K - $49.3K
|
14.6K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-58- 0.45% |
$2.25K - $2.55K
|
12.8K
$533K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-5.69K- 96.8% |
$221K - $250K
|
188
$7.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-13.6K- 98.36% |
$529K - $599K
|
227
$9.42K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.77K- 30.02% |
$167K - $190K
|
11.1K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$603K - $684K
|
17.2K
$714K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-231- 2.19% |
$8.09K - $9.18K
|
10.3K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-92.4K- 39.64% |
$3.23M - $3.67M
|
141K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-702- 6.63% |
$24.6K - $27.9K
|
9.88K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.83KNew |
$344K - $391K
|
9.83K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.3K- 80.89% |
$2.04M - $2.32M
|
13.8K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7K+ 142.36% |
$760K - $863K
|
37K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.01K- 5.73% |
$35.5K - $40.3K
|
16.7K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.9K- 52.51% |
$625K - $710K
|
16.1K
$670K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-11.6K- 15.91% |
$406K - $460K
|
61.2K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.88KNew |
$136K - $154K
|
3.88K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.66K- 1.85% |
$57.9K - $65.8K
|
87.6K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.47K- 16.95% |
$121K - $138K
|
17K
$705K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
201New |
$7.04K - $7.99K
|
201
$8.34K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
194+ 2.3% |
$6.79K - $7.71K
|
8.65K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.48K+ 7.78% |
$157K - $178K
|
62.1K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
133+ 1.08% |
$4.66K - $5.29K
|
12.4K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-47.4K- 2.68% |
$1.66M - $1.88M
|
1.72M
$71.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-47- 0.69% |
$1.65K - $1.87K
|
6.75K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.19K- 30.93% |
$112K - $127K
|
7.11K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-360- 93.26% |
$12.6K - $14.3K
|
26
$1.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-113K- 11.03% |
$3.97M - $4.51M
|
915K
$38M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.9K- 10.97% |
$136K - $155K
|
31.6K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.08KNew |
$178K - $202K
|
5.08K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-371- 10.47% |
$13K - $14.7K
|
3.17K
$132K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-291- 1.09% |
$10.2K - $11.6K
|
26.4K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.94K+ 2.14% |
$67.8K - $76.9K
|
92.4K
$3.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.07KNew |
$72.5K - $82.3K
|
2.07K
$85.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.42K- 93.19% |
$49.8K - $56.6K
|
104
$4.31K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$35 - $39.7
|
102
$4.23K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
16.8KNew |
$587K - $666K
|
16.8K
$695K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.02K- 2.02% |
$141K - $160K
|
195K
$8.07M
|
|