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 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.16KClosed |
$173K - $209K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-6.16KClosed |
$919K - $1.11M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-265Closed |
$39.5K - $47.8K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-137Closed |
$20.4K - $24.7K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-245Closed |
$36.6K - $44.2K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8Closed |
$1.19K - $1.44K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-3.31KClosed |
$494K - $597K
|
0
$0
|
|
Q4 2021 | |||||||
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.65KNew |
$444K - $510K
|
2.65K
$112K
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.87KClosed |
$480K - $552K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.46KClosed |
$244K - $280K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-128Closed |
$21.4K - $24.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-816Closed |
$137K - $157K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-11.1KClosed |
$1.85M - $2.13M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-588Closed |
$98.4K - $113K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-56Closed |
$9.37K - $10.8K
|
0
$0
|
|
Q3 2021 | |||||||
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
4.58KNew |
$827K - $895K
|
4.58K
$193K
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.78KClosed |
$322K - $348K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-630Closed |
$114K - $123K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 2.93% |
$1.26K - $1.37K
|
232
$9.8K
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-805Closed |
$145K - $157K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-199- 48.89% |
$36K - $38.9K
|
208
$8.79K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7Closed |
$1.26K - $1.37K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
225New |
$40.7K - $44K
|
225
$9.5K
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-6.55KClosed |
$1.18M - $1.28M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-46Closed |
$8.12K - $9.12K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
99New |
$17.5K - $19.6K
|
99
$4.18K
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-125Closed |
$22.1K - $24.8K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-73Closed |
$12.9K - $14.5K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.39KClosed |
$422K - $474K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-27Closed |
$4.76K - $5.35K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Sp Asset Management
|
BUY
|
- |
2.27KNew |
$401K - $450K
|
2.27K
$95.9K
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
13New |
$2.29K - $2.58K
|
13
$549
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
First Light Asset Management, LLC
Edina, MN |
SELL
|
- |
-17.3KClosed |
$2.94M - $3.42M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.27KClosed |
$727K - $845K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$2.56K - $2.97K
|
15
$634
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.01KClosed |
$1.02M - $1.19M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-42.3KClosed |
$7.21M - $8.37M
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-45Closed |
$7.67K - $8.9K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-62Closed |
$10.6K - $12.3K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39Closed |
$5.11K - $6.64K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
44New |
$5.76K - $7.49K
|
44
$1.86K
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-253Closed |
$33.1K - $43.1K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-5.01KClosed |
$655K - $852K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Investors Research Corp
|
SELL
|
- |
-62KClosed |
$8.12M - $10.6M
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Bogart Wealth, LLC
|
SELL
|
- |
-468Closed |
$61.3K - $79.7K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 18, 2020
Q3 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-51Closed |
$6.14K - $6.92K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
469New |
$56.5K - $63.7K
|
469
$19.8K
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-351Closed |
$42.3K - $47.6K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-296Closed |
$35.6K - $40.2K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-988Closed |
$119K - $134K
|
0
$0
|