Latest Institutional Sells of Invesco S&P Smallcap Health Ca (PSCH)
This list provides information on the latest institutional transactions involving Invesco S&P Smallcap Health Ca (PSCH) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.67K- 26.72% |
$70.1K - $78.8K
|
4.58K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.6K- 10.26% |
$67.3K - $75.6K
|
14K
$618K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.36K- 2.47% |
$57K - $64K
|
53.6K
$2.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-650- 2.4% |
$27.3K - $30.7K
|
26.4K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-600- 6.96% |
$25.2K - $28.3K
|
8.03K
$354K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 39.76% |
$4.16K - $4.67K
|
150
$6.62K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.6K- 35.25% |
$2.63M - $2.87M
|
121K
$5.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.1K- 79.25% |
$845K - $922K
|
5.52K
$244K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.8K- 14.1% |
$712K - $776K
|
108K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.4K- 66.35% |
$575K - $628K
|
7.29K
$322K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.85K- 22.83% |
$275K - $300K
|
23.2K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.73K- 7.01% |
$269K - $294K
|
89.2K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.25K- 20.89% |
$170K - $186K
|
16.1K
$711K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.74K- 8.26% |
$110K - $120K
|
30.4K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.73K- 5.19% |
$69.3K - $75.6K
|
31.6K
$1.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.44K- 75.01% |
$57.6K - $62.8K
|
479
$21.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-990- 13.45% |
$39.6K - $43.3K
|
6.37K
$281K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-792- 3.89% |
$31.7K - $34.6K
|
19.6K
$864K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-645- 11.62% |
$25.8K - $28.2K
|
4.9K
$217K
|
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-630- 5.45% |
$25.2K - $27.5K
|
10.9K
$482K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-627- 3.82% |
$25.1K - $27.4K
|
15.8K
$698K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-598- 9.39% |
$23.9K - $26.1K
|
5.77K
$255K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-439- 31.72% |
$17.6K - $19.2K
|
945
$41.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-300- 2.46% |
$12K - $13.1K
|
11.9K
$526K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-90- 17.75% |
$3.6K - $3.93K
|
417
$18.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-70- 31.82% |
$2.8K - $3.06K
|
150
$6.62K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-59- 0.24% |
$2.36K - $2.58K
|
25K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-23- 0.51% |
$921 - $1.01K
|
4.47K
$197K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.39K- 41.8% |
$220K - $236K
|
7.51K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.17K- 21.11% |
$211K - $227K
|
19.3K
$854K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-650- 5.69% |
$26.6K - $28.5K
|
10.8K
$475K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-219- 2.73% |
$8.95K - $9.6K
|
7.8K
$344K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-69- 98.57% |
$2.82K - $3.02K
|
1
$44.2
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-225- 22.32% |
$7.83K - $9.83K
|
783
$34.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-52- 11.87% |
$1.81K - $2.27K
|
386
$17K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.66K- 81.74% |
$62.2K - $221K
|
370
$16.3K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-65Closed |
$2.44K - $8.69K
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.03K- 27.05% |
$131K - $150K
|
2.77K
$122K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-852- 30.77% |
$108K - $124K
|
1.92K
$84.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-98- 43.56% |
$12.4K - $14.3K
|
127
$5.61K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 48.95% |
$77.5K - $258K
|
1.89K
$83.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-112- 2.09% |
$4.79K - $16K
|
5.24K
$231K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-64- 98.46% |
$2.74K - $9.12K
|
1
$44.2
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$42.8 - $143
|
2.55K
$112K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 90.29% |
$17.2K - $62.4K
|
43
$1.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-277- 1.91% |
$11.9K - $43.2K
|
14.2K
$627K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-23- 10.45% |
$988 - $3.59K
|
197
$8.7K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.18KClosed |
$781K - $1.02M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.08KClosed |
$263K - $344K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.33KClosed |
$168K - $220K
|
0
$0
|
|