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 |
---|---|---|---|---|---|---|---|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.5K+ 42.7% |
$114K - $116K
|
18.4K
$386K
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4.3K+ 11.57% |
$89K - $90.9K
|
41.5K
$870K
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.21KNew |
$45.7K - $46.7K
|
2.21K
$46.3K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.73K+ 9.98% |
$35.8K - $36.6K
|
19.1K
$400K
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.11KNew |
$22.9K - $23.4K
|
1.11K
$23.2K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
886New |
$18.3K - $18.7K
|
886
$18.6K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
552New |
$11.4K - $11.7K
|
552
$11.6K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
489New |
$10.1K - $10.3K
|
489
$10.3K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
445New |
$9.21K - $9.41K
|
445
$9.34K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
442+ 210.48% |
$9.15K - $9.35K
|
652
$13.7K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
432New |
$8.94K - $9.14K
|
432
$9.06K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
377New |
$7.8K - $7.97K
|
377
$7.91K
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
353+ 2.67% |
$7.31K - $7.47K
|
13.6K
$284K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
327New |
$6.77K - $6.92K
|
327
$6.86K
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
300+ 193.55% |
$6.21K - $6.35K
|
455
$9.55K
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
184New |
$3.81K - $3.89K
|
184
$3.86K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
164+ 5.72% |
$3.39K - $3.47K
|
3.03K
$63.5K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
163+ 1.65% |
$3.37K - $3.45K
|
10K
$211K
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
160New |
$3.31K - $3.38K
|
160
$3.36K
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24New |
$497 - $508
|
24
$504
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17New |
$352 - $360
|
17
$357
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
9+ 1.6% |
$186 - $190
|
572
$12K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$20.7 - $21.2
|
1
$21
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Compass Rose Asset Management, LP
New York, NY |
BUY
|
- |
2.4MNew |
$50.4M - $50.9M
|
2.4M
$50.4M
|
|
Aug 18, 2025
Q4 2024
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
- |
1.15MNew |
$24.1M - $24.4M
|
1.15M
$24.1M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
514KNew |
$10.8M - $10.9M
|
514K
$10.8M
|
|
Feb 14, 2025
Q4 2024
|
Pharo Management, Inc.
New York, NY |
BUY
|
- |
500KNew |
$10.5M - $10.6M
|
500K
$10.5M
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
497K+ 383.89% |
$10.4M - $10.5M
|
627K
$13.2M
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
324K+ 339.44% |
$6.79M - $6.86M
|
419K
$8.79M
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
314K+ 6.78% |
$6.58M - $6.65M
|
4.94M
$104M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
200KNew |
$4.2M - $4.24M
|
200K
$4.2M
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
166KNew |
$3.49M - $3.53M
|
166K
$3.49M
|
|
Feb 07, 2025
Q4 2024
|
Park Avenue Institutional Advisers LLC
|
BUY
|
- |
162KNew |
$3.39M - $3.42M
|
162K
$3.39M
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
132K+ 18.48% |
$2.77M - $2.8M
|
847K
$17.8M
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
98.9KNew |
$2.08M - $2.1M
|
98.9K
$2.08M
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
90.7KNew |
$1.9M - $1.92M
|
90.7K
$1.9M
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
62.6KNew |
$1.31M - $1.33M
|
62.6K
$1.31M
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
48.3KNew |
$1.01M - $1.02M
|
48.3K
$1.01M
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
29KNew |
$609K - $615K
|
29K
$609K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.7KNew |
$517K - $522K
|
24.7K
$517K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.5KNew |
$410K - $414K
|
19.5K
$410K
|
|
Feb 13, 2025
Q4 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
18.2K+ 5.56% |
$382K - $386K
|
346K
$7.25M
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
17.8KNew |
$374K - $378K
|
17.8K
$374K
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
17.4KNew |
$366K - $370K
|
17.4K
$366K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
16.7KNew |
$351K - $355K
|
16.7K
$351K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.1KNew |
$338K - $341K
|
16.1K
$338K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
16KNew |
$336K - $340K
|
16K
$336K
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
14.3KNew |
$300K - $303K
|
14.3K
$300K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.3KNew |
$237K - $239K
|
11.3K
$237K
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
10.9KNew |
$230K - $232K
|
10.9K
$230K
|