Purchases and Sales Made in Q3 2024 in Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO) during Q3 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.7K- 23.85% |
$242K - $244K
|
34.2K
$773K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-10.8K- 33.78% |
$244K - $246K
|
21.1K
$478K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.4K- 42.47% |
$257K - $259K
|
15.4K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 2.05% |
$273K - $275K
|
576K
$13M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.3K- 37.56% |
$300K - $303K
|
22.1K
$500K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-13.8K- 7.81% |
$313K - $315K
|
163K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.8K- 2.05% |
$356K - $359K
|
753K
$17.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.9K- 11.62% |
$359K - $362K
|
121K
$2.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.2K- 40.47% |
$366K - $369K
|
23.8K
$539K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-17.4K- 18.21% |
$393K - $397K
|
78.2K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.6K- 22.15% |
$421K - $424K
|
65.4K
$1.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20K- 3.06% |
$453K - $456K
|
634K
$14.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-21.1K- 60.81% |
$476K - $480K
|
13.6K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-31.1K- 18.85% |
$703K - $709K
|
134K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-35.1K- 31.54% |
$794K - $801K
|
76.3K
$1.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-40.2K- 47.8% |
$909K - $916K
|
43.9K
$994K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-47.9K- 59.51% |
$1.08M - $1.09M
|
32.6K
$737K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-69.2K- 14.38% |
$1.57M - $1.58M
|
412K
$9.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-79K- 19.27% |
$1.79M - $1.8M
|
331K
$7.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-103K- 59.08% |
$2.33M - $2.35M
|
71.5K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-140K- 24.27% |
$3.16M - $3.19M
|
436K
$9.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-150K- 30.05% |
$3.4M - $3.43M
|
350K
$7.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-202K- 15.9% |
$4.57M - $4.6M
|
1.07M
$24.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-307K- 76.99% |
$6.94M - $6.99M
|
91.7K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-316K- 99.32% |
$7.15M - $7.2M
|
2.17K
$49.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.71M- 49.82% |
$38.7M - $39M
|
1.72M
$39M
|