Latest Institutional Purchases of Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Sr Ln ETF (BKLN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
17.5M+ 2838.29% |
$368M - $372M
|
18.2M
$383M
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.87M+ 151.61% |
$39.2M - $39.6M
|
3.1M
$65.4M
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.56M+ 127.42% |
$32.8M - $33.1M
|
2.79M
$58.8M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
696KNew |
$14.6M - $14.7M
|
696K
$14.7M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
664K+ 21.97% |
$13.9M - $14.1M
|
3.69M
$77.7M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
466K+ 107.26% |
$9.78M - $9.87M
|
900K
$19M
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
345KNew |
$7.23M - $7.3M
|
345K
$7.26M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
296K+ 3.12% |
$6.21M - $6.27M
|
9.79M
$206M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
238K+ 57.04% |
$4.99M - $5.04M
|
655K
$13.8M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
176K+ 90.88% |
$3.69M - $3.73M
|
369K
$7.78M
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
169K+ 165798.05% |
$3.55M - $3.58M
|
169K
$3.57M
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
BUY
|
- |
153K+ 158.52% |
$3.2M - $3.23M
|
249K
$5.24M
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
138KNew |
$2.9M - $2.93M
|
138K
$2.91M
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
132K+ 18.48% |
$2.77M - $2.8M
|
847K
$17.8M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
113KNew |
$2.37M - $2.4M
|
113K
$2.38M
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
98.9KNew |
$2.08M - $2.1M
|
98.9K
$2.08M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
95.1K+ 70.35% |
$2M - $2.01M
|
230K
$4.85M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
94.9K+ 14.76% |
$1.99M - $2.01M
|
738K
$15.6M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
81.6K+ 83.19% |
$1.71M - $1.73M
|
180K
$3.78M
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
73.6K+ 14.2% |
$1.54M - $1.56M
|
592K
$12.5M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
72.4KNew |
$1.52M - $1.54M
|
72.4K
$1.53M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
71K+ 64.24% |
$1.49M - $1.5M
|
182K
$3.82M
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
60.5K+ 288242.88% |
$1.27M - $1.28M
|
60.6K
$1.28M
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
60.2K+ 39.97% |
$1.26M - $1.28M
|
211K
$4.44M
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
56.1K+ 3.61% |
$1.18M - $1.19M
|
1.61M
$33.9M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49.7K+ 8.63% |
$1.04M - $1.05M
|
625K
$13.2M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
46.5KNew |
$975K - $985K
|
46.5K
$979K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
40.5KNew |
$850K - $858K
|
40.5K
$853K
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
38.2KNew |
$802K - $810K
|
38.2K
$806K
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
37.7K+ 73.33% |
$791K - $799K
|
89.1K
$1.88M
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
34K+ 3.23% |
$712K - $719K
|
1.08M
$22.8M
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
32.9K+ 13.15% |
$690K - $697K
|
283K
$5.96M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.4K+ 4.1% |
$574K - $580K
|
696K
$14.7M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
26.3K+ 19.1% |
$552K - $558K
|
164K
$3.46M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24.8K+ 58.07% |
$520K - $525K
|
67.4K
$1.42M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.7KNew |
$517K - $522K
|
24.7K
$519K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.4K+ 17.59% |
$513K - $518K
|
163K
$3.44M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
20.8KNew |
$437K - $442K
|
20.8K
$439K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19.1K+ 14.57% |
$401K - $405K
|
150K
$3.17M
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
18.6KNew |
$391K - $395K
|
18.6K
$393K
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
17.5KNew |
$367K - $371K
|
17.5K
$369K
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
17.4KNew |
$366K - $370K
|
17.4K
$368K
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
16.9KNew |
$355K - $359K
|
16.9K
$357K
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
16.5KNew |
$346K - $349K
|
16.5K
$347K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.3K+ 12.66% |
$342K - $345K
|
145K
$3.05M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.1KNew |
$338K - $341K
|
16.1K
$339K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
16KNew |
$336K - $340K
|
16K
$338K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.7K+ 5.45% |
$309K - $312K
|
285K
$6.01M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
13.3K+ 9.57% |
$279K - $282K
|
152K
$3.21M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2KNew |
$278K - $280K
|
13.2K
$279K
|