Purchases and Sales Made in Q4 2024 in Invesco S&P Smallcap Health Ca (PSCH)
This table provides information about the institutional ownership of Invesco S&P Smallcap Health Ca (PSCH) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP HEALTH CA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.76K+ 34.04% |
$76.2K - $85.9K
|
6.92K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.31KNew |
$56.6K - $63.8K
|
1.31K
$62.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
705New |
$30.6K - $34.5K
|
705
$33.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
99+ 1.1% |
$4.29K - $4.84K
|
9.08K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
75New |
$3.25K - $3.67K
|
75
$3.57K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.26% |
$86.7 - $97.7
|
771
$36.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.0% |
$43.4 - $48.9
|
27K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$43.4 - $48.9
|
6.25K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-100- 0.4% |
$4.34K - $4.89K
|
24.9K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-599- 10.38% |
$26K - $29.3K
|
5.17K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.25K- 34.52% |
$54K - $60.8K
|
2.36K
$112K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.36K- 4.4% |
$102K - $115K
|
51.2K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.53K- 34.13% |
$283K - $319K
|
12.6K
$600K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-8.85K- 33.48% |
$384K - $433K
|
17.6K
$838K
|