Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22+ 1.68% |
$455 - $465
|
1.33K
$27.4K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-21Closed |
$435 - $444
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-38- 14.79% |
$787 - $804
|
219
$4.51K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-43- 0.22% |
$890 - $909
|
19.2K
$395K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-419- 1.81% |
$8.67K - $8.86K
|
22.8K
$469K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-604- 7.58% |
$12.5K - $12.8K
|
7.37K
$152K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-675- 4.42% |
$14K - $14.3K
|
14.6K
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-896- 8.99% |
$18.5K - $19K
|
9.07K
$187K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.07K- 2.61% |
$22.1K - $22.6K
|
40K
$823K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.2K- 4.78% |
$24.8K - $25.4K
|
23.9K
$492K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.63K- 0.77% |
$33.6K - $34.4K
|
209K
$4.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.81K- 1.2% |
$37.4K - $38.2K
|
149K
$3.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.93K- 34.75% |
$40K - $40.8K
|
3.62K
$74.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.61K- 8.32% |
$54K - $55.2K
|
28.7K
$591K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.54K- 11.88% |
$94K - $96.1K
|
33.7K
$694K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-9.09K- 7.39% |
$188K - $192K
|
114K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.8K- 2.05% |
$224K - $229K
|
517K
$10.6M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-11.9K- 5.16% |
$246K - $251K
|
218K
$4.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-13.8K- 6.24% |
$286K - $293K
|
208K
$4.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-15.1K- 15.28% |
$313K - $319K
|
83.7K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-21.8K- 46.91% |
$451K - $461K
|
24.7K
$508K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.5K- 7.96% |
$591K - $604K
|
330K
$6.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-230K- 93.62% |
$4.76M - $4.87M
|
15.7K
$323K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-333K- 36.94% |
$6.89M - $7.04M
|
568K
$11.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.04M- 92.28% |
$63M - $64.4M
|
255K
$5.24M
|