Latest Institutional Transactions on Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Sr Ln ETF (BKLN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87+ 290.0% |
$1.83K - $1.85K
|
117
$2.47K
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
677K+ 45.13% |
$14.2M - $14.4M
|
2.18M
$46M
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-375- 3.67% |
$7.88K - $7.96K
|
9.84K
$208K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
158+ 1.47% |
$3.32K - $3.35K
|
10.9K
$231K
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.74K+ 13.22% |
$57.5K - $58.1K
|
23.4K
$496K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
663KNew |
$13.9M - $14.1M
|
663K
$14M
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
102New |
$2.14K - $2.16K
|
102
$2.16K
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.28K- 76.17% |
$68.9K - $69.6K
|
1.03K
$21.7K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
103New |
$2.16K - $2.19K
|
103
$2.18K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.22KNew |
$46.7K - $47.2K
|
2.22K
$47K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15.6K- 50.46% |
$328K - $332K
|
15.4K
$325K
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.6KNew |
$245K - $247K
|
11.6K
$246K
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
245New |
$5.15K - $5.2K
|
245
$5.18K
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
463K+ 201.03% |
$9.73M - $9.83M
|
694K
$14.7M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-96- 20.82% |
$2.02K - $2.04K
|
365
$7.72K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.02KNew |
$42.5K - $42.9K
|
2.02K
$42.8K
|
|
Aug 05, 2024
Q2 2024
|
Park Avenue Institutional Advisers LLC
|
BUY
|
- |
119K+ 33.52% |
$2.5M - $2.53M
|
474K
$10M
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
26New |
$546 - $552
|
26
$550
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-285- 2.13% |
$5.99K - $6.05K
|
13.1K
$277K
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.1KNew |
$212K - $214K
|
10.1K
$213K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.8K+ 3.94% |
$122K - $123K
|
153K
$3.24M
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
125KNew |
$2.63M - $2.65M
|
125K
$2.64M
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-900- 2.92% |
$18.9K - $19.1K
|
29.9K
$632K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
16.3KNew |
$342K - $346K
|
16.3K
$345K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-237K- 99.22% |
$4.97M - $5.02M
|
1.85K
$39.1K
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
825+ 6.13% |
$17.3K - $17.5K
|
14.3K
$302K
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-46.3K- 9.46% |
$973K - $983K
|
443K
$9.37M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.56K+ 77.24% |
$32.8K - $33.1K
|
3.58K
$75.8K
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-679K- 63.97% |
$14.3M - $14.4M
|
382K
$8.09M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
52.9K+ 168.84% |
$1.11M - $1.12M
|
84.3K
$1.78M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
12.8KNew |
$268K - $271K
|
12.8K
$270K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.35K- 12.2% |
$28.4K - $28.6K
|
9.72K
$205K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.1KNew |
$275K - $277K
|
13.1K
$277K
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1K- 1.44% |
$21K - $21.2K
|
68.5K
$1.45M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
296New |
$6.22K - $6.28K
|
296
$6.26K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
164+ 0.75% |
$3.44K - $3.48K
|
22.1K
$468K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28New |
$588 - $594
|
28
$592
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21New |
$441 - $446
|
21
$444
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
2.37KNew |
$49.8K - $50.3K
|
2.37K
$50.1K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-222- 2.13% |
$4.66K - $4.71K
|
10.2K
$216K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
299+ 2.78% |
$6.28K - $6.34K
|
11.1K
$234K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.17K- 46.97% |
$87.5K - $88.4K
|
4.7K
$99.5K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-54- 0.05% |
$1.13K - $1.15K
|
111K
$2.35M
|
|
Jul 22, 2024
Q2 2024
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
20KNew |
$420K - $424K
|
20K
$423K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.57K+ 26.77% |
$54.1K - $54.6K
|
12.2K
$258K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
398New |
$8.36K - $8.45K
|
398
$8.42K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
96+ 18.64% |
$2.02K - $2.04K
|
611
$12.9K
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-2.29K- 10.61% |
$48K - $48.6K
|
19.3K
$407K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
224+ 772.41% |
$4.7K - $4.75K
|
253
$5.35K
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-212K- 16.4% |
$4.46M - $4.51M
|
1.08M
$22.9M
|