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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-439- 31.72% |
$17.6K - $19.2K
|
945
$42.6K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-627- 3.82% |
$25.1K - $27.4K
|
15.8K
$713K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-70- 31.82% |
$2.8K - $3.06K
|
150
$6.77K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18+ 0.29% |
$721 - $787
|
6.24K
$282K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.92K+ 153.26% |
$197K - $215K
|
8.12K
$366K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-990- 13.45% |
$39.6K - $43.3K
|
6.37K
$287K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.74K- 8.26% |
$110K - $120K
|
30.4K
$1.37M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.25K- 20.89% |
$170K - $186K
|
16.1K
$726K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.84KNew |
$394K - $430K
|
9.84K
$444K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 11.39% |
$56.5K - $61.7K
|
13.8K
$623K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.26K+ 10.68% |
$130K - $142K
|
33.8K
$1.52M
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-23- 0.51% |
$921 - $1.01K
|
4.47K
$202K
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
1.95KNew |
$78.1K - $85.2K
|
1.95K
$88K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.28KNew |
$211K - $231K
|
5.28K
$238K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.73K- 5.19% |
$69.3K - $75.6K
|
31.6K
$1.43M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-300- 2.46% |
$12K - $13.1K
|
11.9K
$537K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.29K+ 8.31% |
$91.8K - $100K
|
29.9K
$1.35M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.73K- 7.01% |
$269K - $294K
|
89.2K
$4.03M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.4K- 66.35% |
$575K - $628K
|
7.29K
$329K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9+ 0.17% |
$360 - $393
|
5.41K
$244K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.1K- 79.25% |
$845K - $922K
|
5.52K
$249K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3+ 0.01% |
$120 - $131
|
27K
$1.22M
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
32.4K+ 397.49% |
$1.3M - $1.42M
|
40.6K
$1.83M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-90- 17.75% |
$3.6K - $3.93K
|
417
$18.8K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.85K- 22.83% |
$275K - $300K
|
23.2K
$1.05M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.8K- 14.1% |
$712K - $776K
|
108K
$4.88M
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-630- 5.45% |
$25.2K - $27.5K
|
10.9K
$493K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.82KNew |
$193K - $210K
|
4.82K
$217K
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-792- 3.89% |
$31.7K - $34.6K
|
19.6K
$883K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-525- 5.74% |
$21K - $22.9K
|
8.63K
$389K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.35% |
$40.1 - $43.7
|
289
$13K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.99K- 15.77% |
$79.8K - $87.1K
|
10.6K
$480K
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
205+ 0.23% |
$8.21K - $8.96K
|
91.3K
$4.12M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
48New |
$1.92K - $2.1K
|
48
$2.17K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-645- 11.62% |
$25.8K - $28.2K
|
4.9K
$221K
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.44K- 75.01% |
$57.6K - $62.8K
|
479
$21.6K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
300New |
$12K - $13.1K
|
300
$13.5K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-551- 2.8% |
$22.1K - $24.1K
|
19.1K
$862K
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.14K- 4.02% |
$45.5K - $49.6K
|
27.1K
$1.22M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.64K- 9.53% |
$65.8K - $71.8K
|
15.6K
$704K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-305- 5.16% |
$12.2K - $13.3K
|
5.61K
$253K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-3.67K- 6.27% |
$147K - $161K
|
54.9K
$2.48M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-598- 9.39% |
$23.9K - $26.1K
|
5.77K
$260K
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
50+ 24.51% |
$2K - $2.19K
|
254
$11.5K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
207New |
$8.29K - $9.05K
|
207
$9.34K
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-59- 0.24% |
$2.36K - $2.58K
|
25K
$1.13M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
192+ 168.42% |
$7.69K - $8.39K
|
306
$13.8K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
45New |
$1.8K - $1.97K
|
45
$2.03K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.44K- 56.12% |
$57.6K - $62.9K
|
1.13K
$50.8K
|