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 |
---|---|---|---|---|---|---|---|
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 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33+ 2.06% |
$4.19K - $4.82K
|
1.63K
$69K
|
|
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 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$25.4K - $29.2K
|
200
$8.45K
|
|
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% |
$90.4K - $99.9K
|
5.24K
$221K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 48.95% |
$233K - $258K
|
1.89K
$79.8K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
99New |
$12.8K - $14.1K
|
99
$4.18K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
242New |
$31.2K - $34.5K
|
242
$10.2K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
46+ 100.0% |
$5.93K - $6.56K
|
92
$3.89K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.29KNew |
$166K - $184K
|
1.29K
$54.5K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-64- 98.46% |
$8.25K - $9.12K
|
1
$42.2
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.27KNew |
$293K - $324K
|
2.27K
$95.9K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2KNew |
$284K - $314K
|
2.2K
$92.9K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-112- 2.09% |
$14.4K - $16K
|
5.24K
$221K
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$129 - $143
|
2.55K
$108K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
314New |
$40.5K - $44.7K
|
314
$13.3K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-23- 10.45% |
$2.99K - $3.59K
|
197
$8.32K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 90.29% |
$52K - $62.4K
|
43
$1.82K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-277- 1.91% |
$36K - $43.2K
|
14.2K
$600K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19Closed |
$2.4K - $3.14K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$204K - $267K
|
1.62K
$68.3K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-100Closed |
$12.6K - $16.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-60- 65.22% |
$7.58K - $9.9K
|
32
$1.35K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.28KClosed |
$161K - $210K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-365Closed |
$46.1K - $60.2K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-637Closed |
$80.5K - $105K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.3KClosed |
$165K - $215K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-6- 3.57% |
$758 - $990
|
162
$6.84K
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-588Closed |
$74.3K - $97K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-794Closed |
$100K - $131K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.18KClosed |
$781K - $1.02M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-194Closed |
$24.5K - $32K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.08KClosed |
$263K - $344K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.33KClosed |
$168K - $220K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-242Closed |
$30.6K - $39.9K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-618Closed |
$92.2K - $112K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-772Closed |
$115K - $139K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49.6KNew |
$7.4M - $8.95M
|
49.6K
$2.09M
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-157- 59.7% |
$23.4K - $28.3K
|
106
$4.48K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-27Closed |
$4.03K - $4.87K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.6KClosed |
$238K - $288K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1KClosed |
$149K - $181K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
65New |
$9.7K - $11.7K
|
65
$2.75K
|