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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-35.1K- 14.0% |
$1.62M - $1.77M
|
216K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.81K+ 29.54% |
$83.2K - $90.8K
|
7.92K
$397K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.16K- 75.13% |
$192K - $209K
|
1.38K
$69.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.41K- 1.73% |
$65K - $71K
|
80K
$4.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 2.13% |
$46.1 - $50.3
|
48
$2.41K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
297+ 2.77% |
$13.7K - $14.9K
|
11K
$553K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
22New |
$1.01K - $1.11K
|
22
$1.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
2.26K+ 10.56% |
$104K - $114K
|
23.7K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
83.8KNew |
$3.86M - $4.22M
|
83.8K
$4.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
11.1K+ 220.1% |
$511K - $558K
|
16.1K
$809K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
61+ 0.8% |
$2.81K - $3.07K
|
7.72K
$387K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
19.5K+ 30.61% |
$899K - $981K
|
83.2K
$4.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
938+ 49.66% |
$43.2K - $47.2K
|
2.83K
$142K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
26.3KNew |
$1.21M - $1.32M
|
26.3K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
827+ 19.45% |
$38.1K - $41.6K
|
5.08K
$255K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
348+ 0.32% |
$16K - $17.5K
|
111K
$5.56M
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15- 0.62% |
$677 - $715
|
2.39K
$120K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.7K+ 165.02% |
$1.97M - $2.08M
|
70.2K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
236New |
$10.6K - $11.3K
|
236
$11.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$45.1 - $47.7
|
1
$50.2
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
7.6KNew |
$343K - $362K
|
7.6K
$381K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$45.1K - $47.7K
|
1K
$50.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.82K+ 205.08% |
$127K - $135K
|
4.2K
$211K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
186New |
$8.39K - $8.87K
|
186
$9.33K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.71KNew |
$372K - $413K
|
8.71K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.17KNew |
$221K - $245K
|
5.17K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
238KNew |
$10.2M - $11.3M
|
238K
$11.9M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.2KNew |
$45.8K - $52.4K
|
1.2K
$60.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-217- 39.31% |
$8.27K - $9.47K
|
335
$16.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32.7K- 74.76% |
$1.25M - $1.43M
|
11K
$554K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
940New |
$35.8K - $41K
|
940
$47.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$198 - $210
|
5
$251
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.6KNew |
$579K - $614K
|
14.6K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.8KNew |
$508K - $539K
|
12.8K
$642K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
11.9K+ 17.98% |
$470K - $499K
|
77.8K
$3.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-720- 5.43% |
$28.5K - $30.3K
|
12.5K
$629K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
55.1KNew |
$2.18M - $2.32M
|
55.1K
$2.76M
|
|
| Q2 2023 | |||||||
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.32KNew |
$49.9K - $53.7K
|
1.32K
$66.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.69M- 99.66% |
$61.4M - $66.4M
|
5.83K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
534+ 5.58% |
$19.4K - $21K
|
10.1K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.58% |
$146 - $157
|
691
$34.7K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-201K- 40.13% |
$7.32M - $7.92M
|
300K
$15.1M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
283New |
$10.3K - $11.1K
|
283
$14.2K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.96K- 34.07% |
$108K - $116K
|
5.72K
$287K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.26KNew |
$191K - $207K
|
5.26K
$264K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-52- 0.78% |
$1.73K - $2.07K
|
6.6K
$331K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.46KNew |
$258K - $306K
|
7.46K
$374K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.8K+ 161.74% |
$409K - $485K
|
19.1K
$959K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-58Closed |
$2.19K - $2.39K
|
0
$0
|
|