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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50New |
$1.72K - $1.89K
|
50
$2.19K
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.59K+ 17.02% |
$54.9K - $60.2K
|
10.9K
$479K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.74K- 30.75% |
$163K - $179K
|
10.7K
$467K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$348K - $382K
|
10.1K
$442K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.74% |
$34.5 - $37.8
|
137
$6K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
346+ 3.41% |
$11.9K - $13.1K
|
10.5K
$459K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-14- 0.23% |
$482 - $530
|
6.11K
$268K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.37KNew |
$254K - $279K
|
7.37K
$323K
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
33.1K+ 6.36% |
$1.14M - $1.25M
|
554K
$24.2M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
724New |
$24.9K - $27.4K
|
724
$31.7K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$367K - $402K
|
10.6K
$465K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.58KNew |
$227K - $249K
|
6.58K
$288K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47New |
$1.67K - $1.81K
|
47
$2.06K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
236New |
$8.38K - $9.1K
|
236
$10.3K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.7KNew |
$878K - $954K
|
24.7K
$1.08M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-38.3K- 86.0% |
$1.36M - $1.48M
|
6.24K
$273K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
915New |
$32.5K - $35.3K
|
915
$40K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-134- 23.63% |
$4.76K - $5.17K
|
433
$18.9K
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
24.6K+ 4.48% |
$872K - $947K
|
573K
$25.1M
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1KNew |
$35.5K - $38.6K
|
1K
$43.8K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-296- 3.61% |
$10.5K - $11.4K
|
7.9K
$346K
|
|
Q4 2023 | |||||||
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
11.1KNew |
$352K - $439K
|
11.1K
$484K
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.49KNew |
$206K - $257K
|
6.49K
$284K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-482K- 96.62% |
$15.3M - $19.1M
|
16.8K
$737K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
144New |
$4.58K - $5.71K
|
144
$6.3K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.26KNew |
$199K - $248K
|
6.26K
$274K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.5K+ 11.76% |
$333K - $415K
|
99.6K
$4.36M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
343New |
$10.9K - $13.6K
|
343
$15K
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
155+ 2.6% |
$4.93K - $6.15K
|
6.11K
$267K
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.18K- 36.15% |
$101K - $126K
|
5.61K
$246K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
500New |
$15.9K - $19.8K
|
500
$21.9K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-551- 38.64% |
$17.5K - $21.8K
|
875
$38.3K
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
11.1K+ 53.3% |
$354K - $442K
|
32.1K
$1.4M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.42KNew |
$45.2K - $56.4K
|
1.42K
$62.2K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.4KNew |
$450K - $514K
|
13.4K
$588K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
499New |
$16.7K - $19.1K
|
499
$21.8K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.3K- 35.12% |
$880K - $1M
|
48.5K
$2.12M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
28New |
$938 - $1.07K
|
28
$1.23K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
67New |
$2.24K - $2.56K
|
67
$2.93K
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2KNew |
$341K - $373K
|
10.2K
$447K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
123New |
$4.1K - $4.48K
|
123
$5.38K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
38.4K+ 4.64% |
$1.28M - $1.4M
|
867K
$37.9M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.16K- 99.91% |
$38.7K - $42.2K
|
1
$43.8
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
358New |
$11.9K - $13K
|
358
$15.7K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
134KNew |
$4.48M - $4.89M
|
134K
$5.88M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
134KNew |
$4.48M - $4.89M
|
134K
$5.88M
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
50New |
$1.69K - $1.94K
|
50
$2.19K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-25.3K- 59.47% |
$852K - $980K
|
17.2K
$754K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
50.4KNew |
$1.7M - $1.96M
|
50.4K
$2.21M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.1KNew |
$37.1K - $42.7K
|
1.1K
$48.1K
|