Latest Institutional Transactions on Invesco S&P Smallcap Health Ca (PSCH)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Health Ca (PSCH) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
40+ 1.45% |
$1.51K - $1.71K
|
2.79K
$108K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600New |
$22.7K - $25.7K
|
600
$23.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2.63K- 15.19% |
$99.2K - $112K
|
14.7K
$569K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-186- 43.66% |
$7.02K - $7.96K
|
240
$9.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.13% |
$37.8 - $42.8
|
778
$30.2K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.69K- 23.34% |
$151K - $180K
|
12.1K
$469K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-49.7K- 48.52% |
$2.04M - $2.43M
|
52.8K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.7K+ 101.49% |
$439K - $524K
|
21.2K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.92K- 11.85% |
$78.6K - $93.8K
|
14.3K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-648- 91.91% |
$26.6K - $31.7K
|
57
$2.21K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.26K- 3.73% |
$133K - $159K
|
84.1K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.64K- 30.75% |
$149K - $178K
|
8.19K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
374+ 1.54% |
$15.3K - $18.3K
|
24.7K
$956K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.76K- 53.52% |
$318K - $380K
|
6.74K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.27K- 4.87% |
$52K - $62K
|
24.8K
$961K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.7K+ 113.23% |
$810K - $966K
|
37.2K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-534- 83.18% |
$21.9K - $26.1K
|
108
$4.19K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.47K+ 1752.48% |
$101K - $121K
|
2.61K
$101K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.02% |
$41 - $48.9
|
4.47K
$173K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-4.75K- 24.6% |
$195K - $232K
|
14.6K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.21K+ 3.9% |
$49.6K - $59.2K
|
32.2K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-584- 3.38% |
$23.9K - $28.6K
|
16.7K
$648K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.27% |
$41 - $48.9
|
376
$14.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.9K- 20.42% |
$733K - $875K
|
69.7K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$82 - $97.9
|
5.41K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-630- 37.57% |
$25.8K - $30.8K
|
1.05K
$40.6K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
36.4KNew |
$1.49M - $1.78M
|
36.4K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$41 - $48.9
|
5.07K
$196K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12KNew |
$492K - $587K
|
12K
$465K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
582New |
$23.9K - $28.5K
|
582
$22.6K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.25K- 8.33% |
$92.3K - $110K
|
24.8K
$961K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-658- 5.84% |
$27K - $32.2K
|
10.6K
$411K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.39K- 4.26% |
$97.8K - $117K
|
53.7K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5KNew |
$473K - $564K
|
11.5K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-3- 14.29% |
$123 - $147
|
18
$698
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-479- 39.1% |
$19.6K - $23.4K
|
746
$28.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-450- 5.61% |
$18.5K - $22K
|
7.58K
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-625- 3.48% |
$25.6K - $30.6K
|
17.3K
$672K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.84K- 46.37% |
$240K - $286K
|
6.76K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
173New |
$7.09K - $8.46K
|
173
$6.71K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-102- 35.29% |
$4.18K - $4.99K
|
187
$7.25K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
102+ 1.12% |
$4.18K - $4.99K
|
9.18K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-168- 81.16% |
$6.89K - $8.22K
|
39
$1.51K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-2.54K- 10.2% |
$104K - $124K
|
22.3K
$866K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.51K- 4.9% |
$103K - $123K
|
48.7K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-402- 6.43% |
$16.5K - $19.7K
|
5.85K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.07K- 97.69% |
$208K - $248K
|
120
$4.65K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 17.64% |
$51K - $57.5K
|
5.49K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.6K- 55.82% |
$461K - $519K
|
8.42K
$326K
|
|