Purchases and Sales Made in Q2 2024 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
62.7K+ 34.97% |
$1.32M - $1.33M
|
242K
$5.1M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.7K+ 12.41% |
$1.28M - $1.29M
|
550K
$11.6M
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
56.4K+ 24.79% |
$1.18M - $1.2M
|
284K
$5.98M
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
54.6K+ 6.05% |
$1.15M - $1.16M
|
956K
$20.1M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
52.9K+ 168.84% |
$1.11M - $1.12M
|
84.3K
$1.78M
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
51.9K+ 6.97% |
$1.09M - $1.1M
|
796K
$16.8M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
51.8K+ 6.53% |
$1.09M - $1.1M
|
845K
$17.8M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
51.3K+ 1.81% |
$1.08M - $1.09M
|
2.88M
$60.7M
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
51K+ 7.06% |
$1.07M - $1.08M
|
775K
$16.3M
|
|
Aug 13, 2024
Q2 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
50.7K+ 18.39% |
$1.06M - $1.08M
|
326K
$6.87M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
50.7K+ 201.36% |
$1.06M - $1.07M
|
75.8K
$1.6M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
50.2KNew |
$1.05M - $1.07M
|
50.2K
$1.06M
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
50.1K+ 46.12% |
$1.05M - $1.06M
|
159K
$3.34M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
47.7KNew |
$1M - $1.01M
|
47.7K
$1.01M
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
47.5K+ 75.48% |
$998K - $1.01M
|
111K
$2.33M
|
|
Aug 13, 2024
Q2 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
47.3K+ 1.03% |
$993K - $1M
|
4.62M
$97.4M
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
44.1K+ 195.09% |
$927K - $936K
|
66.8K
$1.41M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42K+ 12.28% |
$882K - $891K
|
384K
$8.09M
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
40.8K+ 9.3% |
$856K - $865K
|
479K
$10.1M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.9K+ 31.35% |
$837K - $846K
|
167K
$3.52M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
39.4K+ 16.59% |
$828K - $837K
|
277K
$5.84M
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
38.4K+ 9003.52% |
$805K - $814K
|
38.8K
$817K
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
36.9K+ 30.31% |
$776K - $784K
|
159K
$3.35M
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
36.6K+ 190.35% |
$769K - $777K
|
55.9K
$1.18M
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
36.5KNew |
$767K - $775K
|
36.5K
$769K
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
35.9K+ 38.43% |
$755K - $763K
|
129K
$2.73M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35K+ 3.86% |
$734K - $742K
|
940K
$19.8M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
32.9K+ 21.92% |
$691K - $698K
|
183K
$3.86M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.8K+ 114.82% |
$669K - $676K
|
59.6K
$1.26M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.7K+ 33.64% |
$666K - $673K
|
126K
$2.66M
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
31.7KNew |
$666K - $673K
|
31.7K
$668K
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
31.2KNew |
$655K - $662K
|
31.2K
$657K
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
30K+ 150.0% |
$630K - $637K
|
50K
$1.05M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.6K+ 15.97% |
$621K - $627K
|
215K
$4.52M
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
28.9K+ 17.11% |
$607K - $613K
|
198K
$4.17M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.7K+ 85.25% |
$602K - $608K
|
62.3K
$1.31M
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
27.5K+ 2.75% |
$578K - $584K
|
1.03M
$21.7M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.5KNew |
$578K - $584K
|
27.5K
$579K
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
25.3K+ 22.61% |
$532K - $538K
|
137K
$2.89M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.7K+ 26.04% |
$519K - $524K
|
120K
$2.52M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.4K+ 56.46% |
$513K - $519K
|
67.7K
$1.43M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.1K+ 23.9% |
$506K - $512K
|
125K
$2.63M
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
24K+ 3.26% |
$504K - $510K
|
762K
$16.1M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
23.6K+ 227.95% |
$496K - $501K
|
34K
$716K
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
22K+ 119.94% |
$461K - $466K
|
40.3K
$848K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
21.8KNew |
$457K - $462K
|
21.8K
$459K
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
21.2KNew |
$445K - $449K
|
21.2K
$446K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20.9K+ 0.12% |
$438K - $443K
|
17.1M
$361M
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20.8K+ 27.4% |
$436K - $441K
|
96.5K
$2.03M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
20.6KNew |
$433K - $437K
|
20.6K
$434K
|