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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.5K+ 210.38% |
$324K - $328K
|
22.8K
$477K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
270K+ 3.52% |
$5.67M - $5.73M
|
7.94M
$166M
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
26.3KNew |
$552K - $557K
|
26.3K
$549K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.27KNew |
$68.6K - $69.3K
|
3.27K
$68.3K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
173New |
$3.63K - $3.67K
|
173
$3.61K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-219K- 99.99% |
$4.6M - $4.64M
|
21
$439
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.78K+ 4.44% |
$121K - $122K
|
136K
$2.84M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
553K+ 34.68% |
$11.6M - $11.7M
|
2.15M
$44.8M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-197K- 25.51% |
$4.14M - $4.18M
|
576K
$12M
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
63.9K+ 136.27% |
$1.34M - $1.35M
|
111K
$2.31M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.73K+ 6.36% |
$57.3K - $57.8K
|
45.6K
$953K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4MNew |
$29.3M - $29.6M
|
1.4M
$29.2M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
428New |
$8.98K - $9.07K
|
428
$8.94K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.19K+ 14.17% |
$24.9K - $25.1K
|
9.56K
$200K
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.2K- 4.6% |
$109K - $110K
|
108K
$2.25M
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
3.65K+ 3.26% |
$76.5K - $77.2K
|
115K
$2.41M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.6K+ 6.02% |
$264K - $267K
|
222K
$4.63M
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
28.7K+ 9.58% |
$603K - $609K
|
329K
$6.87M
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
22.3KNew |
$467K - $472K
|
22.3K
$465K
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-6.78K- 10.5% |
$142K - $144K
|
57.8K
$1.21M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.22K+ 27.23% |
$88.5K - $89.4K
|
19.7K
$412K
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.44K+ 4.78% |
$30.1K - $30.5K
|
31.5K
$658K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.27K+ 11.07% |
$68.5K - $69.2K
|
32.8K
$684K
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-12.3K- 20.5% |
$258K - $261K
|
47.7K
$996K
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-174K- 73.35% |
$3.64M - $3.68M
|
63.1K
$1.32M
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.28K+ 58.2% |
$26.8K - $27.1K
|
3.47K
$72.6K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.13K+ 23.78% |
$44.6K - $45.1K
|
11.1K
$231K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.8KNew |
$101K - $102K
|
4.8K
$100K
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.81K+ 23.45% |
$79.9K - $80.7K
|
20.1K
$419K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.5K- 55.13% |
$52.5K - $53.1K
|
2.04K
$42.6K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.05% |
$42 - $42.4
|
3.73K
$77.9K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
19.2K+ 45.41% |
$403K - $407K
|
61.5K
$1.28M
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-93- 0.73% |
$1.95K - $1.97K
|
12.7K
$266K
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
11+ 1.07% |
$231 - $233
|
1.04K
$21.7K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
166KNew |
$3.49M - $3.53M
|
166K
$3.48M
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-5.04K- 6.63% |
$106K - $107K
|
71K
$1.48M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.6K+ 53.51% |
$349K - $353K
|
47.8K
$998K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.55K- 2.63% |
$32.4K - $32.7K
|
57.3K
$1.2M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-101K- 6.4% |
$2.12M - $2.14M
|
1.48M
$30.8M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
165New |
$3.46K - $3.5K
|
165
$3.45K
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
10.9KNew |
$230K - $232K
|
10.9K
$229K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
20.8KNew |
$437K - $442K
|
20.8K
$435K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
784+ 1.09% |
$16.4K - $16.6K
|
72.6K
$1.52M
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
BUY
|
- |
153K+ 158.52% |
$3.2M - $3.23M
|
249K
$5.2M
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.5K+ 14.19% |
$31.5K - $31.8K
|
12.1K
$252K
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
32.9K+ 13.15% |
$690K - $697K
|
283K
$5.91M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 2.04% |
$189 - $191
|
450
$9.4K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
65+ 0.15% |
$1.36K - $1.38K
|
42.6K
$891K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.87K+ 3.82% |
$81.2K - $82K
|
105K
$2.19M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.06K+ 5.14% |
$43.1K - $43.5K
|
42K
$878K
|