Latest Institutional Purchases of Invesco S&P Smallcap Health Ca (PSCH)
This list provides information on the latest institutional transactions involving Invesco S&P Smallcap Health Ca (PSCH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5K+ 185.47% |
$472K - $535K
|
19.2K
$731K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 72.37% |
$389K - $441K
|
24.6K
$934K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.8KNew |
$294K - $334K
|
7.8K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.52KNew |
$208K - $236K
|
5.52K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.72K+ 14.66% |
$178K - $202K
|
37K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
1.95KNew |
$73.6K - $83.4K
|
1.95K
$74.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600New |
$22.7K - $25.7K
|
600
$22.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
375New |
$14.2K - $16K
|
375
$14.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51+ 0.29% |
$1.93K - $2.18K
|
17.4K
$661K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
40+ 1.45% |
$1.51K - $1.71K
|
2.79K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37+ 0.15% |
$1.4K - $1.58K
|
24.8K
$944K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21+ 0.41% |
$793 - $899
|
5.09K
$193K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.13% |
$37.8 - $42.8
|
778
$29.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
582New |
$23.9K - $28.5K
|
582
$22.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
173New |
$7.09K - $8.46K
|
173
$6.58K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$82 - $97.9
|
5.41K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.02% |
$41 - $48.9
|
4.47K
$170K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.27% |
$41 - $48.9
|
376
$14.3K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
6.1KNew |
$264K - $298K
|
6.1K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.48KNew |
$107K - $121K
|
2.48K
$94.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.76K+ 34.04% |
$76.2K - $85.9K
|
6.92K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.31KNew |
$56.6K - $63.8K
|
1.31K
$49.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
705New |
$30.6K - $34.5K
|
705
$26.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
396New |
$17.2K - $19.4K
|
396
$15.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
75New |
$3.25K - $3.67K
|
75
$2.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61+ 2.12% |
$2.64K - $2.98K
|
2.94K
$112K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4New |
$173 - $195
|
4
$152
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$43.4 - $48.9
|
4.91K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$43.4 - $48.9
|
4.58K
$174K
|
|
| Q3 2024 | |||||||
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.5KNew |
$189K - $212K
|
4.5K
$171K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
300New |
$12.6K - $14.2K
|
300
$11.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
138New |
$5.8K - $6.52K
|
138
$5.25K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
68+ 1.21% |
$2.86K - $3.21K
|
5.68K
$216K
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
20.4KNew |
$816K - $890K
|
20.4K
$774K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
192+ 168.42% |
$7.69K - $8.39K
|
306
$11.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
48New |
$1.92K - $2.1K
|
48
$1.82K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
45New |
$1.8K - $1.97K
|
45
$1.71K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
35.5KNew |
$1.45M - $1.56M
|
35.5K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.65KNew |
$353K - $379K
|
8.65K
$329K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.7KNew |
$233K - $250K
|
5.7K
$217K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
543New |
$22.2K - $23.8K
|
543
$20.6K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
144New |
$5.88K - $6.31K
|
144
$5.47K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
99New |
$4.04K - $4.34K
|
99
$3.76K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23+ 0.08% |
$940 - $1.01K
|
27.7K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.44% |
$368 - $394
|
2.05K
$78K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
23.5KNew |
$816K - $1.02M
|
23.5K
$892K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
12.3KNew |
$427K - $536K
|
12.3K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.89KNew |
$240K - $301K
|
6.89K
$262K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
915New |
$31.8K - $40K
|
915
$34.8K
|
|