Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.22K+ 1.66% |
$45.9K - $47K
|
136K
$2.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.15K+ 3.54% |
$44.5K - $45.6K
|
62.9K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
2.1K+ 0.97% |
$43.4K - $44.4K
|
219K
$4.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.96K+ 1068.85% |
$40.5K - $41.4K
|
2.14K
$45.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.78K+ 3.41% |
$36.8K - $37.7K
|
54K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.69K+ 3.74% |
$35K - $35.8K
|
46.9K
$989K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.6K+ 3.55% |
$33.1K - $33.9K
|
46.7K
$985K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.47K+ 26.88% |
$30.5K - $31.2K
|
6.95K
$147K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.47K+ 10.45% |
$30.3K - $31K
|
15.5K
$327K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.38K+ 9.25% |
$28.5K - $29.1K
|
16.2K
$342K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.35KNew |
$27.9K - $28.5K
|
1.35K
$28.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.31K+ 3.35% |
$27.1K - $27.7K
|
40.4K
$852K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.23KNew |
$25.4K - $26K
|
1.23K
$25.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.18K+ 16.35% |
$24.3K - $24.9K
|
8.37K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.14K+ 5.4% |
$23.6K - $24.2K
|
22.3K
$470K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.06K+ 151.57% |
$22K - $22.5K
|
1.77K
$37.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 33.74% |
$20.9K - $21.4K
|
4.01K
$84.6K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
1.01K+ 73.88% |
$20.8K - $21.3K
|
2.37K
$50K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
998+ 7.14% |
$20.6K - $21.1K
|
15K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
967New |
$20K - $20.5K
|
967
$20.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
947+ 9.62% |
$19.6K - $20K
|
10.8K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
945+ 0.81% |
$19.6K - $20K
|
117K
$2.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
900New |
$18.6K - $19.1K
|
900
$19K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
750+ 1.91% |
$15.5K - $15.9K
|
40K
$843K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
722+ 0.21% |
$14.9K - $15.3K
|
346K
$7.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
702+ 16.75% |
$14.5K - $14.9K
|
4.89K
$103K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
650New |
$13.4K - $13.8K
|
650
$13.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
639+ 2.43% |
$13.2K - $13.5K
|
26.9K
$568K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
585New |
$12.1K - $12.4K
|
585
$12.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
523+ 1.56% |
$10.8K - $11.1K
|
34K
$718K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
494+ 4.74% |
$10.2K - $10.5K
|
10.9K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
480+ 3.62% |
$9.93K - $10.2K
|
13.7K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
423+ 0.33% |
$8.75K - $8.95K
|
127K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
423+ 1.73% |
$8.75K - $8.95K
|
24.9K
$524K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
413New |
$8.54K - $8.74K
|
413
$8.71K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
404+ 0.57% |
$8.36K - $8.55K
|
71.5K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
392+ 0.55% |
$8.11K - $8.3K
|
71K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
390New |
$8.07K - $8.26K
|
390
$8.22K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
374+ 17.39% |
$7.74K - $7.92K
|
2.53K
$53.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
336+ 1.59% |
$6.95K - $7.11K
|
21.5K
$453K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
335New |
$6.93K - $7.09K
|
335
$7.06K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
333+ 2.0% |
$6.89K - $7.05K
|
17K
$359K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
327+ 1.73% |
$6.77K - $6.92K
|
19.2K
$406K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
260+ 1.59% |
$5.38K - $5.5K
|
16.6K
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
233New |
$4.82K - $4.93K
|
233
$4.91K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
166+ 0.02% |
$3.43K - $3.51K
|
956K
$20.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
151+ 15100.0% |
$3.12K - $3.2K
|
152
$3.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
147New |
$3.04K - $3.11K
|
147
$3.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
145+ 16.16% |
$3K - $3.07K
|
1.04K
$22K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
112+ 130.23% |
$2.32K - $2.37K
|
198
$4.17K
|