Latest Institutional Transactions on Invesco S&P Smallcap Informati (PSCT)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Informati (PSCT) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
34+ 0.25% |
$1.47K - $1.74K
|
13.8K
$702K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-670- 4.17% |
$28.9K - $34.4K
|
15.4K
$784K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-785- 3.37% |
$33.9K - $40.3K
|
22.5K
$1.14M
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134+ 2.15% |
$5.68K - $6.44K
|
6.36K
$324K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-108- 22.93% |
$4.58K - $5.19K
|
363
$18.5K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.31KNew |
$141K - $159K
|
3.31K
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12- 17.39% |
$509 - $577
|
57
$2.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-16- 0.02% |
$679 - $769
|
78.4K
$3.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.11KNew |
$47.1K - $53.3K
|
1.11K
$56.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.06KNew |
$342K - $387K
|
8.06K
$410K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
99New |
$4.2K - $4.76K
|
99
$5.04K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-472- 11.11% |
$20K - $22.7K
|
3.78K
$192K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.05K+ 16.6% |
$384K - $435K
|
63.5K
$3.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
75New |
$3.18K - $3.6K
|
75
$3.81K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-6.39K- 21.26% |
$286K - $309K
|
23.7K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
225+ 4.56% |
$10.1K - $10.9K
|
5.16K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
21.7KNew |
$972K - $1.05M
|
21.7K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-799Closed |
$35.8K - $38.7K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
5New |
$224 - $242
|
5
$254
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3- 0.76% |
$134 - $145
|
394
$20K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
530New |
$23.7K - $25.7K
|
530
$27K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
6.18KNew |
$277K - $299K
|
6.18K
$315K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-3.65K- 12.59% |
$163K - $176K
|
25.3K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.23K+ 104.0% |
$279K - $302K
|
12.2K
$622K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
108New |
$4.83K - $5.23K
|
108
$5.49K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.4KNew |
$242K - $262K
|
5.4K
$275K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.08KNew |
$272K - $294K
|
6.08K
$309K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
297New |
$13.3K - $14.4K
|
297
$15.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.8KNew |
$80.6K - $87.1K
|
1.8K
$91.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
129New |
$5.77K - $6.24K
|
129
$6.56K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-136- 33.25% |
$5.27K - $6.67K
|
273
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
102New |
$3.96K - $5K
|
102
$5.19K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$77.6 - $98
|
12.3K
$624K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.5KNew |
$175K - $221K
|
4.5K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.33KNew |
$90.2K - $114K
|
2.33K
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-471- 49.37% |
$18.3K - $23.1K
|
483
$24.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$77.6 - $98
|
5.45K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
180New |
$6.98K - $8.82K
|
180
$9.15K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4.2KNew |
$163K - $206K
|
4.2K
$213K
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
12KNew |
$463K - $586K
|
12K
$608K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
468New |
$18.1K - $22.9K
|
468
$23.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 1.93% |
$3.88K - $4.9K
|
5.08K
$258K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
133+ 2.17% |
$5.16K - $6.52K
|
6.26K
$318K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.11KNew |
$42.9K - $54.2K
|
1.11K
$56.2K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
130+ 200.0% |
$5.55K - $19.4K
|
195
$9.92K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
164+ 200.0% |
$7K - $24.5K
|
246
$12.5K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.39KNew |
$102K - $357K
|
2.39K
$121K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
692+ 200.0% |
$29.5K - $103K
|
1.04K
$52.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
51.7K+ 179.68% |
$2.21M - $7.72M
|
80.4K
$4.09M
|
|