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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-238- 29.13% |
$10.3K - $11.6K
|
579
$22.7K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$43.4 - $48.9
|
4.91K
$193K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.48KNew |
$107K - $121K
|
2.48K
$97.2K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.79KNew |
$381K - $430K
|
8.79K
$345K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.77K- 37.15% |
$207K - $233K
|
8.06K
$317K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-70- 55.12% |
$3.04K - $3.42K
|
57
$2.24K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
396New |
$17.2K - $19.4K
|
396
$15.5K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$43.4 - $48.9
|
4.58K
$180K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
705New |
$30.6K - $34.5K
|
705
$27.7K
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
6.1KNew |
$264K - $298K
|
6.1K
$239K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4New |
$173 - $195
|
4
$157
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61+ 2.12% |
$2.64K - $2.98K
|
2.94K
$116K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.31KNew |
$56.6K - $63.8K
|
1.31K
$51.2K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.76K+ 34.04% |
$76.2K - $85.9K
|
6.92K
$272K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
75New |
$3.25K - $3.67K
|
75
$2.94K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-599- 10.38% |
$26K - $29.3K
|
5.17K
$203K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
138New |
$5.8K - $6.52K
|
138
$5.42K
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.14K- 10.44% |
$47.9K - $53.8K
|
9.78K
$384K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
300New |
$12.6K - $14.2K
|
300
$11.8K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 39.76% |
$4.16K - $4.67K
|
150
$5.89K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.6K- 10.26% |
$67.3K - $75.6K
|
14K
$549K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
68+ 1.21% |
$2.86K - $3.21K
|
5.68K
$223K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.5KNew |
$189K - $212K
|
4.5K
$177K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
1.95KNew |
$78.1K - $85.2K
|
1.95K
$76.6K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-990- 13.45% |
$39.6K - $43.3K
|
6.37K
$250K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-90- 17.75% |
$3.6K - $3.93K
|
417
$16.4K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
48New |
$1.92K - $2.1K
|
48
$1.88K
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.44K- 75.01% |
$57.6K - $62.8K
|
479
$18.8K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
300New |
$12K - $13.1K
|
300
$11.8K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
192+ 168.42% |
$7.69K - $8.39K
|
306
$12K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
45New |
$1.8K - $1.97K
|
45
$1.77K
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
20.4KNew |
$816K - $890K
|
20.4K
$800K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
144New |
$5.88K - $6.31K
|
144
$5.65K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.39K- 41.8% |
$220K - $236K
|
7.51K
$295K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-650- 5.69% |
$26.6K - $28.5K
|
10.8K
$423K
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
35.5KNew |
$1.45M - $1.56M
|
35.5K
$1.39M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
99New |
$4.04K - $4.34K
|
99
$3.89K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-69- 98.57% |
$2.82K - $3.02K
|
1
$39.3
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.65KNew |
$353K - $379K
|
8.65K
$339K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
543New |
$22.2K - $23.8K
|
543
$21.3K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.7KNew |
$233K - $250K
|
5.7K
$224K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.44% |
$368 - $394
|
2.05K
$80.6K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23+ 0.08% |
$940 - $1.01K
|
27.7K
$1.09M
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-219- 2.73% |
$8.95K - $9.6K
|
7.8K
$306K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.89KNew |
$240K - $301K
|
6.89K
$271K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
240New |
$8.35K - $10.5K
|
240
$9.42K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-225- 22.32% |
$7.83K - $9.83K
|
783
$30.7K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34+ 5.52% |
$1.18K - $1.49K
|
650
$25.5K
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
12.3KNew |
$427K - $536K
|
12.3K
$482K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-52- 11.87% |
$1.81K - $2.27K
|
386
$15.2K
|