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 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-792- 3.89% |
$31.7K - $34.6K
|
19.6K
$880K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.35% |
$40.1 - $43.7
|
289
$13K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
48New |
$1.92K - $2.1K
|
48
$2.16K
|
|
|
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 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-645- 11.62% |
$25.8K - $28.2K
|
4.9K
$221K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
300New |
$12K - $13.1K
|
300
$13.5K
|
|
|
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
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
207New |
$8.29K - $9.05K
|
207
$9.32K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-59- 0.24% |
$2.36K - $2.58K
|
25K
$1.12M
|
|
|
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
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
20.4KNew |
$816K - $890K
|
20.4K
$917K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
144New |
$5.88K - $6.31K
|
144
$6.48K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.39K- 41.8% |
$220K - $236K
|
7.51K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-650- 5.69% |
$26.6K - $28.5K
|
10.8K
$485K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
35.5KNew |
$1.45M - $1.56M
|
35.5K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
108New |
$4.41K - $4.73K
|
108
$4.86K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
99New |
$4.04K - $4.34K
|
99
$4.46K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-69- 98.57% |
$2.82K - $3.02K
|
1
$45
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.65KNew |
$353K - $379K
|
8.65K
$389K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
543New |
$22.2K - $23.8K
|
543
$24.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.7KNew |
$233K - $250K
|
5.7K
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.44% |
$368 - $394
|
2.05K
$92.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23+ 0.08% |
$940 - $1.01K
|
27.7K
$1.25M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-219- 2.73% |
$8.95K - $9.6K
|
7.8K
$351K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
120New |
$4.9K - $5.26K
|
120
$5.4K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.5KNew |
$433K - $544K
|
12.5K
$560K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.89KNew |
$240K - $301K
|
6.89K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
477+ 19.83% |
$16.6K - $20.8K
|
2.88K
$130K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-225- 22.32% |
$7.83K - $9.83K
|
783
$35.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
240New |
$8.35K - $10.5K
|
240
$10.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
12.3KNew |
$427K - $536K
|
12.3K
$552K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34+ 5.52% |
$1.18K - $1.49K
|
650
$29.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-52- 11.87% |
$1.81K - $2.27K
|
386
$17.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
23.5KNew |
$816K - $1.02M
|
23.5K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
915New |
$31.8K - $40K
|
915
$41.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
165New |
$5.74K - $7.21K
|
165
$7.43K
|
|
| Q3 2023 | |||||||
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-65Closed |
$2.44K - $8.69K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
414+ 134.85% |
$15.5K - $55.3K
|
721
$32.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
314+ 200.0% |
$11.8K - $42K
|
471
$21.2K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
132New |
$4.96K - $17.6K
|
132
$5.94K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
200+ 200.0% |
$7.51K - $26.7K
|
300
$13.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
760+ 200.0% |
$28.5K - $102K
|
1.14K
$51.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
98+ 200.0% |
$3.68K - $13.1K
|
147
$6.62K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100+ 15.38% |
$3.75K - $13.4K
|
750
$33.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.88KNew |
$221K - $786K
|
5.88K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
375New |
$14.1K - $50.1K
|
375
$16.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
400+ 200.0% |
$15K - $53.5K
|
600
$27K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
378+ 200.0% |
$14.2K - $50.5K
|
567
$25.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
66+ 200.0% |
$2.48K - $8.82K
|
99
$4.46K
|
|