Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.9K+ 43.97% |
$85.8K - $86.7K
|
12.8K
$269K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.87K+ 12.55% |
$85.1K - $85.9K
|
34.7K
$731K
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
3.73K+ 19.65% |
$82K - $82.8K
|
22.7K
$478K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.7K+ 10.84% |
$81.3K - $82.1K
|
37.8K
$797K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.55KNew |
$78.1K - $78.9K
|
3.55K
$74.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
3.44K+ 1.9% |
$75.7K - $76.5K
|
184K
$3.88M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.28K+ 6.05% |
$72.1K - $72.8K
|
57.4K
$1.21M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.64K+ 26.91% |
$58K - $58.6K
|
12.4K
$262K
|
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.58K+ 9.69% |
$56.8K - $57.3K
|
29.2K
$615K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.56K+ 6.69% |
$56.2K - $56.8K
|
40.8K
$859K
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
BUY
|
- |
2.47K+ 3.92% |
$54.4K - $55K
|
65.6K
$1.38M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.38K+ 2.03% |
$52.3K - $52.8K
|
119K
$2.51M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.36K+ 49.47% |
$52K - $52.5K
|
7.14K
$151K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.25K+ 14.17% |
$49.6K - $50.1K
|
18.2K
$383K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.16K+ 4.23% |
$47.4K - $47.9K
|
53.1K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.15K+ 3.97% |
$47.2K - $47.7K
|
56.2K
$1.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.84K+ 2.37% |
$40.4K - $40.8K
|
79.4K
$1.67M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.8K+ 17.6% |
$39.6K - $40K
|
12K
$253K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.75KNew |
$38.5K - $38.9K
|
1.75K
$36.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.71KNew |
$37.6K - $38K
|
1.71K
$36K
|
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.63K+ 1.03% |
$35.8K - $36.1K
|
159K
$3.35M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.59KNew |
$34.9K - $35.2K
|
1.59K
$33.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.43K+ 13.12% |
$31.5K - $31.9K
|
12.4K
$260K
|
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.26K+ 0.33% |
$27.7K - $28K
|
384K
$8.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.13K+ 5.92% |
$24.9K - $25.1K
|
20.2K
$426K
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 0.29% |
$24.2K - $24.4K
|
376K
$7.93M
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.08K+ 7.91% |
$23.7K - $23.9K
|
14.7K
$309K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
1K+ 2.2% |
$22.1K - $22.3K
|
46.6K
$982K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
980+ 4.33% |
$21.6K - $21.8K
|
23.6K
$498K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
973+ 0.38% |
$21.4K - $21.6K
|
256K
$5.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
936+ 1.06% |
$20.6K - $20.8K
|
88.9K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
916+ 4.21% |
$20.2K - $20.4K
|
22.7K
$478K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
830+ 11.08% |
$18.3K - $18.4K
|
8.32K
$175K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
679+ 2.41% |
$14.9K - $15.1K
|
28.9K
$609K
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
652+ 0.44% |
$14.3K - $14.5K
|
148K
$3.12M
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
622+ 2.96% |
$13.7K - $13.8K
|
21.6K
$455K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
491+ 3.58% |
$10.8K - $10.9K
|
14.2K
$299K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
491+ 3.58% |
$10.8K - $10.9K
|
14.2K
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
433+ 26.5% |
$9.53K - $9.62K
|
2.07K
$43.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
427New |
$9.39K - $9.49K
|
427
$9K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
390+ 27.48% |
$8.58K - $8.67K
|
1.81K
$38.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
351+ 1.43% |
$7.72K - $7.8K
|
24.9K
$524K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
333+ 165.67% |
$7.33K - $7.4K
|
534
$11.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
264+ 3.33% |
$5.81K - $5.87K
|
8.19K
$173K
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
207+ 1.2% |
$4.55K - $4.6K
|
17.5K
$369K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
175+ 0.75% |
$3.85K - $3.89K
|
23.6K
$498K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
159New |
$3.5K - $3.53K
|
159
$3.35K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
131New |
$2.88K - $2.91K
|
131
$2.76K
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
30+ 0.12% |
$660 - $667
|
24.7K
$521K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.15% |
$440 - $444
|
13.7K
$289K
|