Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)

BKLN Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 30, 2024 Q1 2024
Concord Wealth Partners

BUY
 -
64.8K
+ 8.9%
$1.36M - $1.38M
793K $16.7M
May 08, 2024 Q1 2024
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
64.7K
+ 2.01%
$1.36M - $1.37M
3.28M $69.2M
Apr 15, 2024 Q1 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
58.7K
+ 9.91%
$1.23M - $1.25M
651K $13.7M
May 01, 2024 Q1 2024
Janney Montgomery Scott LLC

BUY
 -
56.9K
+ 24.64%
$1.2M - $1.21M
288K $6.07M
Apr 26, 2024 Q1 2024
Sumitomo Life Insurance CO

BUY
 -
55.5K
+ 1.88%
$1.17M - $1.18M
3.01M $63.4M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
52.9K
+ 80.04%
$1.11M - $1.12M
119K $2.51M
Apr 12, 2024 Q1 2024
Mechanics Bank Trust Department

BUY
 -
52.7K
+ 16.03%
$1.11M - $1.12M
382K $8.05M
May 10, 2024 Q1 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
52.4K
New
$1.1M - $1.11M
52.4K $1.1M
May 15, 2024 Q1 2024
Hsbc Holdings PLC

London, X0
BUY
 -
49.6K
New
$1.04M - $1.05M
49.6K $1.05M
Apr 15, 2024 Q1 2024
First Citizens Bank & Trust CO

BUY
 -
47.6K
+ 48.75%
$999K - $1.01M
145K $3.06M
Apr 23, 2024 Q1 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
46.3K
New
$973K - $983K
46.3K $976K
May 07, 2024 Q1 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
45.2K
New
$951K - $961K
45.2K $953K
May 14, 2024 Q1 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
44.5K
+ 15.4%
$935K - $945K
334K $7.03M
May 15, 2024 Q1 2024
Integrated Wealth Concepts LLC

BUY
 -
43.3K
+ 3.94%
$910K - $919K
1.14M $24.1M
May 14, 2024 Q1 2024
Cerity Partners LLC

New York, NY
BUY
 -
41.5K
+ 6.11%
$872K - $881K
721K $15.2M
May 13, 2024 Q1 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
40.2K
New
$845K - $854K
40.2K $847K
May 13, 2024 Q1 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
39.6K
+ 64.7%
$833K - $841K
101K $2.13M
May 07, 2024 Q1 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
39K
New
$818K - $827K
39K $821K
Apr 26, 2024 Q1 2024
Clear Creek Financial Management, LLC

BUY
 -
38K
+ 227.4%
$799K - $807K
54.7K $1.15M
May 13, 2024 Q1 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
36.3K
New
$763K - $771K
36.3K $765K
Apr 12, 2024 Q1 2024
Imc Chicago, LLC

BUY
 -
36.2K
New
$760K - $768K
36.2K $762K
Apr 22, 2024 Q1 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
34.7K
New
$729K - $737K
34.7K $731K
May 08, 2024 Q1 2024
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
33.6K
+ 0.86%
$706K - $714K
3.95M $83.3M
May 01, 2024 Q1 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
33.2K
New
$699K - $706K
33.2K $701K
May 14, 2024 Q1 2024
Sequent Planning LLC

Omaha, NE
BUY
 -
32.6K
New
$684K - $692K
32.6K $686K
Apr 12, 2024 Q1 2024
Ironwood Wealth Management, Inc.

BUY
 -
32.3K
+ 3.33%
$678K - $685K
1M $21.1M
May 10, 2024 Q1 2024
Truist Financial Corp

BUY
 -
31.1K
+ 6.16%
$653K - $660K
536K $11.3M
May 13, 2024 Q1 2024
Axs Investments LLC

Port Chester, NY
BUY
 -
31K
+ 48.44%
$651K - $658K
95K $2M
Apr 10, 2024 Q1 2024
Park Avenue Securities LLC

BUY
 -
30.7K
+ 44.6%
$644K - $651K
99.4K $2.09M
May 06, 2024 Q1 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
28.5K
+ 43.27%
$598K - $605K
94.3K $1.99M
May 13, 2024 Q1 2024
Waterloo Capital, L.P.

Austin, TX
BUY
 -
28.1K
+ 28.06%
$590K - $596K
128K $2.7M
May 15, 2024 Q1 2024
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
27.4K
New
$575K - $581K
27.4K $576K
Apr 29, 2024 Q1 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
27.1K
New
$570K - $576K
27.1K $572K
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
27K
New
$566K - $572K
27K $568K
May 16, 2024 Q1 2024
Hancock Whitney Corp

BUY
 -
26.8K
+ 161.54%
$562K - $568K
43.3K $913K
May 15, 2024 Q1 2024
Gries Financial LLC

Cleveland, OH
BUY
 -
26.7K
+ 167.14%
$561K - $567K
42.7K $900K
May 15, 2024 Q1 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
26.2K
+ 7.02%
$549K - $555K
399K $8.4M
Apr 29, 2024 Q1 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
25.2K
+ 24.77%
$530K - $536K
127K $2.68M
May 14, 2024 Q1 2024
Bain Capital Credit, LP

Boston, MA
BUY
 -
24.4K
+ 0.76%
$512K - $517K
3.24M $68.2M
Apr 24, 2024 Q1 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
22.9K
New
$480K - $485K
22.9K $482K
Apr 12, 2024 Q1 2024
Charles Schwab Trust CO

BUY
 -
22.8K
+ 19.6%
$480K - $485K
139K $2.94M
Apr 23, 2024 Q1 2024
Mc Adam, LLC

BUY
 -
21.4K
+ 7.08%
$450K - $455K
324K $6.82M
May 14, 2024 Q1 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
20.4K
+ 12.83%
$428K - $433K
179K $3.78M
Apr 22, 2024 Q1 2024
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
19.5K
+ 4.07%
$411K - $415K
500K $10.5M
Apr 22, 2024 Q1 2024
Total Clarity Wealth Management, Inc.

BUY
 -
19.5K
+ 26.31%
$409K - $414K
93.5K $1.97M
May 15, 2024 Q1 2024
Wolverine Trading, LLC

Chicago, IL
BUY
 -
19.2K
New
$404K - $409K
19.2K $405K
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
19K
+ 124.24%
$399K - $403K
34.3K $722K
Apr 23, 2024 Q1 2024
Global Retirement Partners, LLC

BUY
 -
18.7K
+ 26.4%
$393K - $397K
89.6K $1.89M
May 15, 2024 Q1 2024
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
18.3K
New
$385K - $389K
18.3K $386K

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