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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
99New |
$4.04K - $4.34K
|
99
$4.18K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-69- 98.57% |
$2.82K - $3.02K
|
1
$42.2
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.65KNew |
$353K - $379K
|
8.65K
$365K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.7KNew |
$233K - $250K
|
5.7K
$241K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
543New |
$22.2K - $23.8K
|
543
$22.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.44% |
$368 - $394
|
2.05K
$86.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23+ 0.08% |
$940 - $1.01K
|
27.7K
$1.17M
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.89KNew |
$240K - $301K
|
6.89K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
12.3KNew |
$427K - $536K
|
12.3K
$519K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34+ 5.52% |
$1.18K - $1.49K
|
650
$27.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-52- 11.87% |
$1.81K - $2.27K
|
386
$16.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
23.5KNew |
$816K - $1.02M
|
23.5K
$991K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
915New |
$31.8K - $40K
|
915
$38.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
165New |
$5.74K - $7.21K
|
165
$6.97K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
7.15KNew |
$269K - $956K
|
7.15K
$302K
|
|
|
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
$30.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
314+ 200.0% |
$11.8K - $42K
|
471
$19.9K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
132New |
$4.96K - $17.6K
|
132
$5.58K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
200+ 200.0% |
$7.51K - $26.7K
|
300
$12.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
760+ 200.0% |
$28.5K - $102K
|
1.14K
$48.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.88KNew |
$221K - $786K
|
5.88K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100+ 15.38% |
$3.75K - $13.4K
|
750
$31.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
400+ 200.0% |
$15K - $53.5K
|
600
$25.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
378+ 200.0% |
$14.2K - $50.5K
|
567
$24K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
66+ 200.0% |
$2.48K - $8.82K
|
99
$4.18K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
84New |
$3.15K - $11.2K
|
84
$3.55K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
94+ 200.0% |
$3.53K - $12.6K
|
141
$5.96K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.8K+ 95.0% |
$143K - $508K
|
7.8K
$329K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
286+ 200.0% |
$10.7K - $38.2K
|
429
$18.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
164+ 200.0% |
$6.16K - $21.9K
|
246
$10.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12K+ 195.75% |
$451K - $1.61M
|
18.2K
$767K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
314+ 200.0% |
$40.3K - $42.8K
|
471
$19.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
5K+ 200.0% |
$642K - $682K
|
7.5K
$317K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
10+ 0.67% |
$1.28K - $1.36K
|
1.51K
$63.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2New |
$254 - $292
|
2
$84.5
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
2.6KNew |
$330K - $379K
|
2.6K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-98- 43.56% |
$12.4K - $14.3K
|
127
$5.36K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.6KNew |
$203K - $233K
|
1.6K
$67.6K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
78New |
$9.91K - $11.4K
|
78
$3.29K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
350+ 23.09% |
$44.5K - $51.1K
|
1.87K
$78.8K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-852- 30.77% |
$108K - $124K
|
1.92K
$81K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.03K- 27.05% |
$131K - $150K
|
2.77K
$117K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
41+ 2.64% |
$5.21K - $5.98K
|
1.6K
$67.4K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
701+ 15.46% |
$30K - $99.9K
|
5.24K
$221K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 48.95% |
$77.5K - $258K
|
1.89K
$79.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
242New |
$10.4K - $34.5K
|
242
$10.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
99New |
$4.24K - $14.1K
|
99
$4.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.29KNew |
$55.2K - $184K
|
1.29K
$54.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
46+ 100.0% |
$1.97K - $6.56K
|
92
$3.89K
|
|