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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.61K- 2.68% |
$74.7K - $76.5K
|
131K
$2.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-6.74K- 15.56% |
$139K - $143K
|
36.6K
$773K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
148K+ 34.6% |
$3.06M - $3.14M
|
576K
$12.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.78M- 59.06% |
$36.8M - $37.6M
|
1.23M
$26.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4.62K+ 4.78% |
$95.5K - $97.7K
|
101K
$2.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
327+ 1.73% |
$6.77K - $6.92K
|
19.2K
$407K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 15.27% |
$6.21K - $6.35K
|
1.67K
$35.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18.3K- 23.84% |
$380K - $388K
|
58.6K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4K+ 15.81% |
$546K - $559K
|
193K
$4.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-175K- 87.43% |
$3.62M - $3.71M
|
25.2K
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.6K+ 3.55% |
$33.1K - $33.9K
|
46.7K
$988K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.87KNew |
$59.3K - $60.7K
|
2.87K
$60.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-108K- 97.43% |
$2.23M - $2.28M
|
2.84K
$60K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-251K- 64.55% |
$5.19M - $5.31M
|
138K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-116K- 81.15% |
$2.4M - $2.46M
|
27K
$571K
|
|
|
Oct 15, 2024
Q3 2024
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-6.64K- 8.55% |
$137K - $141K
|
71K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-230K- 48.1% |
$4.77M - $4.88M
|
249K
$5.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-332- 2.67% |
$6.87K - $7.03K
|
12.1K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.34K- 9.01% |
$27.8K - $28.4K
|
13.6K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-796- 6.81% |
$16.5K - $16.9K
|
10.9K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.24M- 74.06% |
$25.7M - $26.3M
|
434K
$9.19M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-30.4K- 44.75% |
$629K - $644K
|
37.6K
$794K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.18K- 5.83% |
$24.3K - $24.9K
|
19K
$401K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-11.9K- 98.8% |
$246K - $252K
|
145
$3.07K
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
54.9K+ 3.66% |
$1.14M - $1.16M
|
1.55M
$32.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-158- 0.25% |
$3.27K - $3.34K
|
64K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
42.7KNew |
$883K - $903K
|
42.7K
$902K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
145+ 16.16% |
$3K - $3.07K
|
1.04K
$22K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.38K- 2.87% |
$90.6K - $92.7K
|
148K
$3.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
57K+ 12.34% |
$1.18M - $1.21M
|
519K
$11M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.78K+ 3.41% |
$36.8K - $37.7K
|
54K
$1.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-51.4K- 27.23% |
$1.06M - $1.09M
|
137K
$2.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
36.4K+ 26.48% |
$753K - $770K
|
174K
$3.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
21.9K+ 6.36% |
$453K - $464K
|
366K
$7.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-72.5K- 54.57% |
$1.5M - $1.53M
|
60.3K
$1.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-19.7K- 14.26% |
$407K - $417K
|
118K
$2.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.6K- 32.46% |
$509K - $521K
|
51.2K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-17.4K- 2.41% |
$359K - $367K
|
703K
$14.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.06K+ 151.57% |
$22K - $22.5K
|
1.77K
$37.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.55K+ 6.42% |
$52.7K - $53.9K
|
42.3K
$894K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.52K- 6.96% |
$31.4K - $32.1K
|
20.3K
$429K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
392+ 0.55% |
$8.11K - $8.3K
|
71K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.23KNew |
$25.4K - $26K
|
1.23K
$26K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
40K+ 400.0% |
$828K - $847K
|
50K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
30+ 2.39% |
$621 - $635
|
1.28K
$27.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
390New |
$8.07K - $8.26K
|
390
$8.25K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.94K- 10.97% |
$81.6K - $83.5K
|
32K
$677K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
93.5K+ 160.61% |
$1.93M - $1.98M
|
152K
$3.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-381K- 76.31% |
$7.88M - $8.06M
|
118K
$2.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-16.6K- 41.24% |
$344K - $352K
|
23.7K
$500K
|