Latest Institutional Transactions on Invesco Ex Traded Self Indx Fd (IUS)
This table provides information on the latest institutional transactions involving Invesco Ex Traded Self Indx Fd (IUS) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.29K+ 1955.23% |
$336K - $367K
|
7.67K
$387K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.97M- 98.01% |
$137M - $149M
|
60.2K
$3.04M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.32K- 2.71% |
$107K - $117K
|
83.4K
$4.21M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7.29K+ 6.49% |
$336K - $367K
|
120K
$6.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.3K+ 41.26% |
$1.49M - $1.63M
|
111K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.5KNew |
$1.27M - $1.39M
|
27.5K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
235+ 0.3% |
$10.8K - $11.8K
|
79.1K
$4M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
6.56KNew |
$302K - $330K
|
6.56K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
456+ 4.26% |
$21K - $22.9K
|
11.1K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-395- 5.53% |
$18.2K - $19.9K
|
6.74K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
34+ 0.41% |
$1.57K - $1.71K
|
8.26K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.91K+ 21.42% |
$226K - $247K
|
27.8K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.75K- 81.96% |
$126K - $138K
|
604
$30.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.01K- 11.76% |
$46.6K - $50.9K
|
7.58K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7KNew |
$491K - $537K
|
10.7K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.03K+ 1.07% |
$47.6K - $52K
|
98.1K
$4.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-28- 22.76% |
$1.29K - $1.41K
|
95
$4.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-48- 46.15% |
$2.21K - $2.41K
|
56
$2.83K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.21K+ 1.32% |
$148K - $162K
|
247K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.71K+ 1.64% |
$78.8K - $86K
|
106K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.27K- 1.83% |
$381K - $416K
|
443K
$22.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-237- 4.26% |
$10.9K - $11.9K
|
5.33K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23K+ 62.51% |
$1.06M - $1.16M
|
59.8K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-111- 1.86% |
$5.11K - $5.58K
|
5.85K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38K+ 15.17% |
$1.75M - $1.91M
|
289K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.46K+ 4.85% |
$251K - $274K
|
118K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
22.1K+ 4.28% |
$1.02M - $1.11M
|
538K
$27.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.04K+ 7.21% |
$47.7K - $52.1K
|
15.4K
$779K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.66KNew |
$353K - $385K
|
7.66K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.02K+ 19.23% |
$47.2K - $51.5K
|
6.35K
$321K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.35K+ 4.31% |
$62.1K - $67.8K
|
32.6K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 18.36% |
$6.97M - $7.61M
|
976K
$49.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
72.3K+ 20.06% |
$3.33M - $3.64M
|
433K
$21.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
752+ 16.59% |
$34.6K - $37.8K
|
5.28K
$267K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
192K+ 188.58% |
$8.86M - $9.68M
|
294K
$14.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.12K+ 2.09% |
$190K - $207K
|
201K
$10.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.56K- 61.88% |
$71.9K - $78.5K
|
961
$48.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.08KNew |
$188K - $205K
|
4.08K
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
40K+ 53.64% |
$1.84M - $2.01M
|
115K
$5.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.21K+ 50.08% |
$55.7K - $60.9K
|
3.63K
$183K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.3K+ 25.52% |
$613K - $669K
|
65.4K
$3.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 38.16% |
$91.5K - $99.9K
|
7.19K
$364K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-110K- 73.94% |
$5.09M - $5.55M
|
38.9K
$1.97M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
4.67KNew |
$215K - $235K
|
4.67K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-111- 1.86% |
$5.11K - $5.58K
|
5.87K
$296K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-361- 4.59% |
$16.6K - $18.2K
|
7.5K
$379K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
27.6KNew |
$1.27M - $1.39M
|
27.6K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.92K- 2.77% |
$319K - $348K
|
242K
$12.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
853+ 2.82% |
$39.3K - $42.9K
|
31.1K
$1.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-127- 0.75% |
$5.85K - $6.39K
|
16.9K
$852K
|