United Capital Financial Advisers, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	N/A	87,663 Added 10.09%	956,403 $21 Million
Q2 2022 Aug 11, 2022	BUY	N/A	51,177 Added 6.26%	868,740 $19.2 Million
Q1 2022 May 16, 2022	BUY	N/A	202,766 Added 32.98%	817,563 $18.7 Million
Q4 2021 Feb 14, 2022	BUY	N/A	189,270 Added 44.48%	614,797 $14.3 Million
Q3 2021 Nov 15, 2021	BUY	N/A	4,733 Added 1.12%	425,527 $9.89 Million
Q2 2021 Aug 13, 2021	BUY	N/A	9,012 Added 2.19%	420,794 $9.83 Million
Q1 2021 May 14, 2021	SELL	N/A	-6,463 Reduced 1.55%	411,782 $9.62 Million
Q4 2020 Feb 17, 2021	BUY	N/A	354,923 Added 560.51%	418,245 $9.76 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-310,783 Reduced 83.07%	63,322 $1.45 Million
Q2 2020 Aug 13, 2020	SELL	N/A	-303,820 Reduced 44.82%	374,105 $8.34 Million
Q1 2020 May 15, 2020	BUY	N/A	14,105 Added 2.12%	677,925 $14.7 Million
Q4 2019 Feb 14, 2020	SELL	N/A	-27,721 Reduced 4.01%	663,820 $16.2 Million
Q3 2019 Nov 14, 2019	BUY	N/A	11,925 Added 1.75%	691,541 $16.9 Million
Q2 2019 Aug 13, 2019	BUY	N/A	77,646 Added 12.9%	679,616 $16.7 Million
Q1 2019 May 14, 2019	BUY	N/A	41,296 Added 7.37%	601,970 $14.7 Million
Q4 2018 Feb 14, 2019	BUY	N/A	11,486 Added 2.09%	560,674 $13 Million
Q3 2018 Nov 14, 2018	BUY	N/A	4,568 Added 0.84%	549,188 $13.5 Million
Q2 2018 Aug 14, 2018	BUY	N/A	544,620 New	544,620 $13.3 Million

Others Institutions Holding BSJM

# of Institutions

3

Shares Held

239K

Call Options Held

0

Put Options Held

0

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Ticker BSJM

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