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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
11.1K+ 53.3% |
$354K - $442K
|
32.1K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.42KNew |
$45.2K - $56.4K
|
1.42K
$57.5K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.4KNew |
$450K - $514K
|
13.4K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
499New |
$16.7K - $19.1K
|
499
$20.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.3K- 35.12% |
$880K - $1M
|
48.5K
$1.96M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
28New |
$938 - $1.07K
|
28
$1.13K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
67New |
$2.24K - $2.56K
|
67
$2.71K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2KNew |
$341K - $373K
|
10.2K
$414K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
38.4K+ 4.64% |
$1.28M - $1.4M
|
867K
$35.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.16K- 99.91% |
$38.7K - $42.2K
|
1
$40.5
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
358New |
$11.9K - $13K
|
358
$14.5K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
134KNew |
$4.48M - $4.89M
|
134K
$5.43M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
134KNew |
$4.48M - $4.89M
|
134K
$5.43M
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
50New |
$1.69K - $1.94K
|
50
$2.02K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-25.3K- 59.47% |
$852K - $980K
|
17.2K
$697K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
50.4KNew |
$1.7M - $1.96M
|
50.4K
$2.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.1KNew |
$37.1K - $42.7K
|
1.1K
$44.5K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
73New |
$2.36K - $2.69K
|
73
$2.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.92K- 39.63% |
$127K - $144K
|
5.97K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$3.24K - $3.69K
|
100
$4.05K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
121New |
$3.92K - $4.46K
|
121
$4.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
191New |
$6.18K - $7.04K
|
191
$7.73K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150New |
$4.74K - $5.66K
|
150
$6.07K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
56KNew |
$1.77M - $2.11M
|
56K
$2.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
315New |
$9.95K - $11.9K
|
315
$12.7K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-20.9KClosed |
$683K - $833K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.27KClosed |
$238K - $290K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-990Closed |
$32.4K - $39.5K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
175New |
$5.73K - $6.98K
|
175
$7.08K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
35.3KNew |
$1.16M - $1.41M
|
35.3K
$1.43M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
84New |
$3.14K - $3.57K
|
84
$3.4K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.36KClosed |
$238K - $270K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-5KClosed |
$187K - $212K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8- 24.24% |
$320 - $363
|
25
$1.01K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.6KClosed |
$144K - $163K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-12.7KClosed |
$475K - $531K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.46K+ 2.29% |
$93.6K - $104K
|
110K
$4.45M
|
|