Heartwood Wealth Advisors LLC Invesco Et Seld Idxd Fd Tr Bul Transaction History

Heartwood Wealth Advisors LLC

$894 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 09, 2024	BUY	$20.38 - $20.52 $116,002 - $116,799	5,692 Added 1.54%	374,573 $7.66 Million
Q1 2024 Apr 02, 2024	BUY	$20.38 - $20.53 $542,006 - $545,995	26,595 Added 7.77%	368,881 $7.54 Million
Q4 2023 Jan 17, 2024	BUY	$20.08 - $20.45 $6.87 Million - $7 Million	342,286 New	342,286 $7 Million
Q2 2022 Jul 25, 2022	SELL	$20.17 - $20.9 $3.25 Million - $3.37 Million	-161,102 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$20.8 - $21.87 $3.35 Million - $3.52 Million	161,102 New	161,102 $3.37 Million
Q3 2020 Oct 28, 2020	SELL	$22.22 - $22.54 $533,280 - $540,960	-24,000 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$20.45 - $22.34 $490,800 - $536,160	24,000 New	24,000 $24,000

Others Institutions Holding BSCP

# of Institutions

390

Shares Held

154M

Call Options Held

0

Put Options Held

0

About INVESCO ET SELD IDXD FD TR BUL

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