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 |
---|---|---|---|---|---|---|---|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-26.5K- 65.3% |
$1.11M - $1.25M
|
14.1K
$661K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-214- 4.06% |
$9K - $10.1K
|
5.06K
$238K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
817New |
$34.3K - $38.6K
|
817
$38.3K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.19K- 6.91% |
$91.9K - $103K
|
29.4K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.28K+ 23.75% |
$138K - $155K
|
17.1K
$801K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.5K- 38.57% |
$485K - $544K
|
18.4K
$861K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-66- 0.41% |
$2.77K - $3.12K
|
16K
$752K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.92K- 22.74% |
$291K - $327K
|
23.5K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.1K- 19.14% |
$970K - $1.09M
|
97.5K
$4.57M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-23- 15.33% |
$967 - $1.09K
|
127
$5.96K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.38K- 7.06% |
$100K - $113K
|
31.4K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19KNew |
$801K - $899K
|
19K
$893K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$539K - $606K
|
12.8K
$602K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5KNew |
$484K - $544K
|
11.5K
$540K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
138New |
$5.8K - $6.52K
|
138
$6.47K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-75- 0.63% |
$3.15K - $3.54K
|
11.8K
$555K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.26K- 31.05% |
$95.1K - $107K
|
5.02K
$236K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.88K- 6.59% |
$247K - $278K
|
83.4K
$3.91M
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 0.02% |
$42 - $47.2
|
4.47K
$210K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
136+ 1.67% |
$5.72K - $6.42K
|
8.26K
$387K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.26K+ 22.96% |
$94.9K - $107K
|
12.1K
$567K
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.52K+ 1.67% |
$63.9K - $71.8K
|
92.8K
$4.35M
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1- -0.0% |
$42 - $47.2
|
27K
$1.27M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.69K- 66.87% |
$155K - $174K
|
1.83K
$85.8K
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
8.98KNew |
$378K - $424K
|
8.98K
$421K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.7K- 48.7% |
$2.22M - $2.49M
|
55.5K
$2.6M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
621+ 2.68% |
$26.1K - $29.3K
|
23.8K
$1.12M
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.14K- 10.44% |
$47.9K - $53.8K
|
9.78K
$459K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
300New |
$12.6K - $14.2K
|
300
$14.1K
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-600- 6.96% |
$25.2K - $28.3K
|
8.03K
$376K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 39.76% |
$4.16K - $4.67K
|
150
$7.04K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14+ 0.07% |
$589 - $661
|
19.1K
$897K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
345+ 7.16% |
$14.5K - $16.3K
|
5.16K
$242K
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.35K+ 1320.08% |
$141K - $158K
|
3.61K
$169K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
68+ 1.21% |
$2.86K - $3.21K
|
5.68K
$266K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.6K- 10.26% |
$67.3K - $75.6K
|
14K
$657K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.58K+ 14.86% |
$66.5K - $74.7K
|
12.2K
$574K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.67K- 26.72% |
$70.1K - $78.8K
|
4.58K
$215K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15+ 1.99% |
$631 - $708
|
769
$36.1K
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-650- 2.4% |
$27.3K - $30.7K
|
26.4K
$1.24M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.5KNew |
$189K - $212K
|
4.5K
$211K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.36K- 2.47% |
$57K - $64K
|
53.6K
$2.51M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
100+ 8.89% |
$4.2K - $4.72K
|
1.23K
$57.5K
|
|
Q2 2024 | |||||||
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-439- 31.72% |
$17.6K - $19.2K
|
945
$44.3K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-627- 3.82% |
$25.1K - $27.4K
|
15.8K
$742K
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
1.95KNew |
$78.1K - $85.2K
|
1.95K
$91.5K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-990- 13.45% |
$39.6K - $43.3K
|
6.37K
$299K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9+ 0.17% |
$360 - $393
|
5.41K
$254K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-90- 17.75% |
$3.6K - $3.93K
|
417
$19.6K
|