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 |
---|---|---|---|---|---|---|---|
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
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-351Closed |
$42.3K - $47.6K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
469New |
$56.5K - $63.7K
|
469
$21.1K
|
|
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
|
|
Oct 26, 2020
Q3 2020
|
Xponance, Inc.
|
SELL
|
- |
-8.65KClosed |
$1.04M - $1.17M
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Meritage Portfolio Management
|
SELL
|
- |
-120KClosed |
$14.5M - $16.3M
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
SELL
|
- |
-2.93KClosed |
$353K - $398K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Brown Advisory Inc
|
SELL
|
- |
-2.69KClosed |
$257K - $339K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17Closed |
$1.62K - $2.14K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$38.2K - $50.4K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-5KClosed |
$477K - $629K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.15KClosed |
$205K - $270K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-60Closed |
$5.73K - $7.55K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 16.08% |
$4.43K - $6.91K
|
361
$16.2K
|
|
May 15, 2020
Q1 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-129Closed |
$11.4K - $17.8K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.82KClosed |
$161K - $251K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Capital Management Associates
New York, NY |
SELL
|
- |
-4.1KClosed |
$363K - $566K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-14.1KClosed |
$1.24M - $1.94M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-3.05KClosed |
$270K - $421K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.97KClosed |
$174K - $272K
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-1.62KClosed |
$144K - $224K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
85New |
$9.41K - $11.2K
|
85
$3.83K
|
|
Feb 13, 2020
Q4 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.78KClosed |
$197K - $234K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-4.1KClosed |
$454K - $539K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-16- 9.88% |
$1.77K - $2.1K
|
146
$6.57K
|
|
Jan 24, 2020
Q4 2019
|
First Personal Financial Services
|
SELL
|
- |
-338Closed |
$37.4K - $44.5K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-134Closed |
$14.8K - $17.6K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.43KClosed |
$273K - $290K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.77KClosed |
$425K - $450K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-450Closed |
$50.6K - $53.7K
|
0
$0
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-320Closed |
$36K - $38.2K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.47KClosed |
$588K - $655K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-569Closed |
$61.2K - $68.2K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-23Closed |
$2.47K - $2.76K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-142Closed |
$15.3K - $17K
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Stephens Inc
|
SELL
|
- |
-22.9KClosed |
$2.46M - $2.74M
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-5.09KClosed |
$548K - $610K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-20Closed |
$2.15K - $2.4K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-720Closed |
$77.5K - $86.3K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-242Closed |
$26K - $29K
|
0
$0
|
|
Q1 2019 | |||||||
Nov 14, 2019
Q1 2019
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.93KClosed |
$202K - $238K
|
0
$0
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-50Closed |
$5.23K - $6.16K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3KNew |
$314K - $370K
|
3K
$135K
|
|
May 14, 2019
Q1 2019
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.75KClosed |
$183K - $216K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6.65KClosed |
$695K - $820K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.9KClosed |
$303K - $357K
|
0
$0
|