Insight Wealth Strategies, LLC Invesco ETF Tr Ii Sr Ln ETF Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Invesco ETF Tr Ii Sr Ln ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 695,844 shares of BKLN stock, worth $14.6 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares

695,844

Holding current value

$14.6 Million

% of portfolio

1.98%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$20.98 - $21.19 $14.6 Million - $14.7 Million	695,844 New	695,844 $14.7 Million
Q4 2023 Jan 12, 2024	SELL	$20.77 - $21.22 $14,933 - $15,257	-719 Reduced 0.45%	160,465 $3.4 Million
Q3 2023 Oct 13, 2023	SELL	$20.93 - $21.27 $277,385 - $281,891	-13,253 Reduced 7.6%	161,184 $3.38 Million
Q2 2023 Jul 14, 2023	BUY	$20.56 - $21.04 $50,125 - $51,295	2,438 Added 1.42%	174,437 $3.67 Million
Q1 2023 Apr 06, 2023	BUY	$20.43 - $21.19 $3.51 Million - $3.64 Million	171,999 New	171,999 $3.58 Million
Q4 2022 Jan 06, 2023	SELL	$20.36 - $21.04 $3.93 Million - $4.06 Million	-193,046 Closed	0 $0
Q2 2022 Jul 01, 2022	SELL	$20.27 - $21.94 $187,071 - $202,484	-9,229 Reduced 4.56%	193,046 $3.91 Million
Q1 2022 Apr 12, 2022	BUY	$21.31 - $22.2 $4.31 Million - $4.49 Million	202,275 New	202,275 $4.4 Million
Q3 2021 Oct 28, 2021	SELL	$22.0 - $22.22 $4.34 Million - $4.38 Million	-197,335 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$22.11 - $22.26 $727,551 - $732,487	32,906 Added 20.01%	197,335 $4.37 Million
Q1 2021 May 12, 2021	BUY	$22.11 - $22.46 $3.39 Million - $3.44 Million	153,286 Added 1375.63%	164,429 $3.64 Million
Q4 2020 Feb 05, 2021	SELL	$21.5 - $22.28 $3.24 Million - $3.36 Million	-150,844 Reduced 93.12%	11,143 $248,000
Q3 2020 Oct 29, 2020	BUY	$21.34 - $22.09 $3.25 Million - $3.36 Million	152,137 Added 1544.54%	161,987 $3.52 Million
Q2 2020 Jul 31, 2020	BUY	$19.61 - $21.9 $193,158 - $215,715	9,850 New	9,850 $210,000
Q1 2020 Apr 21, 2020	SELL	$17.17 - $22.91 $2.04 Million - $2.73 Million	-119,002 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$22.36 - $22.87 $2.36 Million - $2.41 Million	105,396 Added 774.63%	119,002 $2.72 Million
Q3 2019 Nov 06, 2019	SELL	$22.54 - $22.82 $44,381 - $44,932	-1,969 Reduced 12.64%	13,606 $307,000
Q2 2019 Aug 06, 2019	BUY	$22.6 - $23.01 $2,983 - $3,037	132 Added 0.85%	15,575 $353,000
Q1 2019 Apr 24, 2019	BUY	$21.84 - $22.84 $2,730 - $2,855	125 Added 0.82%	15,443 $350,000
Q4 2018 Feb 12, 2019	BUY	$21.59 - $23.21 $330,715 - $355,530	15,318 New	15,318 $334,000

Others Institutions Holding BKLN

# of Institutions

545

Shares Held

298M

Call Options Held

65.1K

Put Options Held

1.31M

View Full List

About INVESCO ETF TR II SR LN ETF

Ticker BKLN
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Insight Wealth Strategies, LLC Invesco ETF Tr Ii Sr Ln ETF Transaction History