Latest Institutional Transactions on Invesco S&P Smallcap Health Ca (PSCH)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Health Ca (PSCH) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7Closed |
$1.26K - $1.37K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
225New |
$40.7K - $44K
|
225
$9.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-6.55KClosed |
$1.18M - $1.28M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-46Closed |
$8.12K - $9.12K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
99New |
$17.5K - $19.6K
|
99
$4.18K
|
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-125Closed |
$22.1K - $24.8K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-73Closed |
$12.9K - $14.5K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-27Closed |
$4.76K - $5.35K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Sp Asset Management
|
BUY
|
- |
2.27KNew |
$401K - $450K
|
2.27K
$95.9K
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
13New |
$2.29K - $2.58K
|
13
$549
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
First Light Asset Management, LLC
Edina, MN |
SELL
|
- |
-17.3KClosed |
$2.94M - $3.42M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.27KClosed |
$727K - $845K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$2.56K - $2.97K
|
15
$634
|
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.01KClosed |
$1.02M - $1.19M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-42.3KClosed |
$7.21M - $8.37M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-45Closed |
$7.67K - $8.9K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-62Closed |
$10.6K - $12.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39Closed |
$5.11K - $6.64K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
44New |
$5.76K - $7.49K
|
44
$1.86K
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-253Closed |
$33.1K - $43.1K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-5.01KClosed |
$655K - $852K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Investors Research Corp
|
SELL
|
- |
-62KClosed |
$8.12M - $10.6M
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Bogart Wealth, LLC
|
SELL
|
- |
-468Closed |
$61.3K - $79.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 18, 2020
Q3 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-51Closed |
$6.14K - $6.92K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-351Closed |
$42.3K - $47.6K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
469New |
$56.5K - $63.7K
|
469
$19.8K
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-296Closed |
$35.6K - $40.2K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-988Closed |
$119K - $134K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Xponance, Inc.
|
SELL
|
- |
-8.65KClosed |
$1.04M - $1.17M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Meritage Portfolio Management
|
SELL
|
- |
-120KClosed |
$14.5M - $16.3M
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
SELL
|
- |
-2.93KClosed |
$353K - $398K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Brown Advisory Inc
|
SELL
|
- |
-2.69KClosed |
$257K - $339K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$38.2K - $50.4K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17Closed |
$1.62K - $2.14K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-5KClosed |
$477K - $629K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.15KClosed |
$205K - $270K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-60Closed |
$5.73K - $7.55K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 16.08% |
$4.43K - $6.91K
|
361
$15.2K
|
|
|
May 15, 2020
Q1 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-129Closed |
$11.4K - $17.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.82KClosed |
$161K - $251K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Capital Management Associates
New York, NY |
SELL
|
- |
-4.1KClosed |
$363K - $566K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-14.1KClosed |
$1.24M - $1.94M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-3.05KClosed |
$270K - $421K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.97KClosed |
$174K - $272K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-1.62KClosed |
$144K - $224K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
85New |
$9.41K - $11.2K
|
85
$3.59K
|
|
|
Feb 13, 2020
Q4 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.78KClosed |
$197K - $234K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-4.1KClosed |
$454K - $539K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-16- 9.88% |
$1.77K - $2.1K
|
146
$6.17K
|
|
|
Jan 24, 2020
Q4 2019
|
First Personal Financial Services
|
SELL
|
- |
-338Closed |
$37.4K - $44.5K
|
0
$0
|
|