Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
6KNew |
$126K - $127K
|
6K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
5.87KNew |
$123K - $124K
|
5.87K
$123K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.78K+ 4.44% |
$121K - $122K
|
136K
$2.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
5.7K+ 18.12% |
$120K - $121K
|
37.2K
$777K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.4K+ 0.95% |
$113K - $114K
|
571K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.89K+ 17.51% |
$103K - $104K
|
32.8K
$685K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.84K+ 63.04% |
$102K - $103K
|
12.5K
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.8KNew |
$101K - $102K
|
4.8K
$100K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4.72KNew |
$99K - $100K
|
4.72K
$98.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.64K+ 2.52% |
$97.4K - $98.4K
|
189K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
4.51K+ 5.28% |
$94.6K - $95.5K
|
89.9K
$1.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.22K+ 27.23% |
$88.5K - $89.4K
|
19.7K
$412K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
4.07K+ 3.19% |
$85.3K - $86.2K
|
131K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.87K+ 3.82% |
$81.2K - $82K
|
105K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.81K+ 23.45% |
$79.9K - $80.7K
|
20.1K
$419K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.74K+ 8.53% |
$78.4K - $79.2K
|
47.5K
$994K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.71K+ 10.83% |
$77.8K - $78.6K
|
38K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.71K+ 31.54% |
$77.7K - $78.5K
|
15.5K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
3.65K+ 3.26% |
$76.5K - $77.2K
|
115K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.38K+ 6.76% |
$70.9K - $71.6K
|
53.4K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
3.35K+ 2.46% |
$70.4K - $71.1K
|
140K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.32KNew |
$69.6K - $70.3K
|
3.32K
$69.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.27KNew |
$68.6K - $69.3K
|
3.27K
$68.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.27K+ 11.07% |
$68.5K - $69.2K
|
32.8K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
3.26K+ 1.93% |
$68.4K - $69.1K
|
172K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.22K+ 16.18% |
$67.6K - $68.3K
|
23.1K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.12K+ 5.78% |
$65.5K - $66.1K
|
57.1K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.94K+ 13.18% |
$61.7K - $62.3K
|
25.2K
$528K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.94KNew |
$61.6K - $62.2K
|
2.94K
$61.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.73K+ 6.36% |
$57.3K - $57.8K
|
45.6K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.56K+ 1.14% |
$53.7K - $54.2K
|
226K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.56K+ 2.59% |
$53.6K - $54.1K
|
101K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.48KNew |
$52.1K - $52.6K
|
2.48K
$51.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.44K+ 35.16% |
$51.3K - $51.8K
|
9.4K
$196K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.35K+ 8.32% |
$49.4K - $49.9K
|
30.6K
$641K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.3K+ 1.55% |
$48.2K - $48.7K
|
150K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.29K+ 1.19% |
$48.1K - $48.6K
|
196K
$4.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.29KNew |
$48K - $48.5K
|
2.29K
$47.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.14K+ 0.43% |
$44.9K - $45.3K
|
495K
$10.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.13K+ 23.78% |
$44.6K - $45.1K
|
11.1K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.06K+ 5.14% |
$43.1K - $43.5K
|
42K
$879K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.98KNew |
$41.6K - $42K
|
1.98K
$41.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.94K+ 2.36% |
$40.7K - $41.1K
|
84.1K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.92K+ 3.19% |
$40.3K - $40.7K
|
62.1K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.91K+ 17.44% |
$40K - $40.4K
|
12.8K
$268K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.81K+ 2.53% |
$37.9K - $38.3K
|
73.3K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 34.08% |
$35K - $35.3K
|
6.56K
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.63K+ 2.55% |
$34.2K - $34.5K
|
65.7K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.62K+ 14.74% |
$34K - $34.3K
|
12.6K
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.5K+ 14.19% |
$31.5K - $31.8K
|
12.1K
$252K
|