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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.5K- 29.12% |
$924K - $1.05M
|
59.6K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 72.37% |
$389K - $441K
|
24.6K
$934K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.72K+ 14.66% |
$178K - $202K
|
37K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.7K- 16.75% |
$441K - $500K
|
58K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
1.95KNew |
$73.6K - $83.4K
|
1.95K
$74.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.1K- 37.93% |
$533K - $604K
|
23.1K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.52KNew |
$208K - $236K
|
5.52K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37+ 0.15% |
$1.4K - $1.58K
|
24.8K
$944K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-952- 3.86% |
$35.9K - $40.7K
|
23.7K
$901K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5K+ 185.47% |
$472K - $535K
|
19.2K
$731K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.95K- 11.68% |
$73.7K - $83.5K
|
14.8K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.38K- 34.72% |
$279K - $316K
|
13.9K
$527K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.49K- 22.36% |
$56.3K - $63.8K
|
5.18K
$197K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-529- 20.25% |
$20K - $22.6K
|
2.08K
$79.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.53K- 37.45% |
$171K - $194K
|
7.57K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.8KNew |
$294K - $334K
|
7.8K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1- 5.56% |
$37.8 - $42.8
|
17
$646
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-317- 0.59% |
$12K - $13.6K
|
53.3K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.66K- 23.76% |
$327K - $370K
|
27.8K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.72K- 3.26% |
$64.9K - $73.6K
|
51.1K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21+ 0.41% |
$793 - $899
|
5.09K
$193K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.32K- 11.43% |
$49.8K - $56.4K
|
10.2K
$388K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-151- 1.04% |
$5.7K - $6.46K
|
14.4K
$548K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
375New |
$14.2K - $16K
|
375
$14.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-839- 7.91% |
$31.7K - $35.9K
|
9.77K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-152- 50.67% |
$5.74K - $6.5K
|
148
$5.63K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51+ 0.29% |
$1.93K - $2.18K
|
17.4K
$661K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.84K- 5.84% |
$107K - $122K
|
45.8K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.1K- 34.17% |
$155K - $175K
|
7.9K
$300K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-19- 0.21% |
$717 - $813
|
9.16K
$348K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-100- 13.4% |
$3.78K - $4.28K
|
646
$24.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
40+ 1.45% |
$1.51K - $1.71K
|
2.79K
$106K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600New |
$22.7K - $25.7K
|
600
$22.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2.63K- 15.19% |
$99.2K - $112K
|
14.7K
$558K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-186- 43.66% |
$7.02K - $7.96K
|
240
$9.12K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.13% |
$37.8 - $42.8
|
778
$29.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.64K- 30.75% |
$149K - $178K
|
8.19K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-648- 91.91% |
$26.6K - $31.7K
|
57
$2.17K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.02% |
$41 - $48.9
|
4.47K
$170K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-534- 83.18% |
$21.9K - $26.1K
|
108
$4.11K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$82 - $97.9
|
5.41K
$206K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.27% |
$41 - $48.9
|
376
$14.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-630- 37.57% |
$25.8K - $30.8K
|
1.05K
$39.8K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
582New |
$23.9K - $28.5K
|
582
$22.1K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.25K- 8.33% |
$92.3K - $110K
|
24.8K
$942K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-450- 5.61% |
$18.5K - $22K
|
7.58K
$288K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.84K- 46.37% |
$240K - $286K
|
6.76K
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
173New |
$7.09K - $8.46K
|
173
$6.58K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-102- 35.29% |
$4.18K - $4.99K
|
187
$7.11K
|
|