Purchases and Sales Made in Q4 2024 in Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SF IDXD FD TR BULLE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
272KNew |
$6.25M - $6.31M
|
272K
$6.27M
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
72.7K+ 32.88% |
$1.67M - $1.69M
|
294K
$6.77M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
68.5KNew |
$1.58M - $1.59M
|
68.5K
$1.58M
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
52.1KNew |
$1.2M - $1.21M
|
52.1K
$1.2M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51.8K+ 318.52% |
$1.19M - $1.2M
|
68K
$1.57M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
35.3K+ 10.33% |
$814K - $821K
|
377K
$8.7M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30KNew |
$691K - $697K
|
30K
$692K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
28.1K+ 4.52% |
$647K - $653K
|
650K
$15M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9.08KNew |
$209K - $211K
|
9.08K
$209K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.08K+ 36.27% |
$209K - $211K
|
34.1K
$787K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.5K+ 68.48% |
$196K - $197K
|
20.9K
$483K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.35K+ 2.32% |
$146K - $148K
|
280K
$6.46M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.1K+ 7.2% |
$94.4K - $95.2K
|
61K
$1.41M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.27K+ 0.72% |
$75.2K - $75.9K
|
459K
$10.6M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.06K+ 17.68% |
$70.5K - $71.1K
|
20.4K
$470K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.68K+ 5.66% |
$38.7K - $39K
|
31.3K
$723K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.3K+ 63.54% |
$29.9K - $30.2K
|
3.35K
$77.2K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
989+ 2.76% |
$22.8K - $23K
|
36.9K
$850K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
873+ 1.56% |
$20.1K - $20.3K
|
57K
$1.31M
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
782+ 1.58% |
$18K - $18.2K
|
50.2K
$1.16M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
601+ 2.69% |
$13.8K - $14K
|
22.9K
$529K
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
BUY
|
- |
475+ 0.48% |
$10.9K - $11K
|
100K
$2.31M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350+ 1.1% |
$8.06K - $8.13K
|
32.1K
$739K
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
254+ 1.31% |
$5.85K - $5.9K
|
19.6K
$452K
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
58+ 0.14% |
$1.34K - $1.35K
|
41.2K
$950K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 16.79% |
$1.01K - $1.02K
|
306
$7.06K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-27- 20.93% |
$622 - $627
|
102
$2.35K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-250- 58.82% |
$5.76K - $5.81K
|
175
$4.04K
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.72K- 4.8% |
$39.6K - $40K
|
34.1K
$786K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.72K- 4.86% |
$39.7K - $40K
|
33.8K
$779K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.06K- 2.28% |
$70.3K - $71K
|
131K
$3.03M
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.5K- 9.56% |
$80.5K - $81.2K
|
33.1K
$763K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.6K- 7.97% |
$82.9K - $83.7K
|
41.6K
$959K
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-4.11K- 3.87% |
$94.5K - $95.4K
|
102K
$2.35M
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.6K- 74.8% |
$106K - $107K
|
1.55K
$35.8K
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-4.87K- 19.17% |
$112K - $113K
|
20.5K
$474K
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-12.4K- 5.61% |
$284K - $287K
|
208K
$4.79M
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-15.9K- 18.2% |
$366K - $369K
|
71.4K
$1.65M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-41.2K- 76.08% |
$948K - $957K
|
13K
$299K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-79.5K- 28.71% |
$1.83M - $1.85M
|
197K
$4.56M
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-310K- 11.07% |
$7.14M - $7.2M
|
2.49M
$57.4M
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-704K- 89.33% |
$16.2M - $16.4M
|
84.1K
$1.94M
|