Latest Institutional Transactions on Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information on the latest institutional transactions involving Invesco Et Seld Idxd Fd Tr Bul (BSCP) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
180New |
$3.62K - $3.67K
|
180
$3.72K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
60New |
$1.21K - $1.22K
|
60
$1.24K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
63KNew |
$1.27M - $1.29M
|
63K
$1.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.24K+ 4.43% |
$45.1K - $45.7K
|
52.8K
$1.09M
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.8KNew |
$55.9K - $57.1K
|
2.8K
$57.8K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 4.88% |
$20K - $20.4K
|
19.5K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
BUY
|
- |
21.3K+ 213.23% |
$426K - $434K
|
31.3K
$647K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
625+ 11.1% |
$12.5K - $12.7K
|
6.26K
$129K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
14.9KNew |
$298K - $304K
|
14.9K
$308K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
128KNew |
$2.56M - $2.62M
|
128K
$2.65M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.2K- 6.21% |
$64K - $65.2K
|
48.4K
$999K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.94K+ 118.46% |
$139K - $141K
|
12.8K
$265K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.26KNew |
$165K - $168K
|
8.26K
$171K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
2.5KNew |
$50K - $51K
|
2.5K
$51.7K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-50- 6.66% |
$999 - $1.02K
|
701
$14.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
79+ 0.75% |
$1.58K - $1.61K
|
10.7K
$221K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
13.6KNew |
$271K - $276K
|
13.6K
$280K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.3KClosed |
$243K - $249K
|
0
$0
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
15.7KNew |
$311K - $318K
|
15.7K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.9KNew |
$77.2K - $79.1K
|
3.9K
$80.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.78K- 43.25% |
$174K - $178K
|
11.5K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2.52K+ 20.45% |
$49.9K - $51.1K
|
14.9K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-30- 3.13% |
$593 - $608
|
930
$19.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-13.8K- 35.46% |
$273K - $280K
|
25.1K
$519K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.67K+ 17.58% |
$92.3K - $94.6K
|
31.2K
$645K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.91KNew |
$196K - $201K
|
9.91K
$205K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
15.1KNew |
$299K - $307K
|
15.1K
$313K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11.9KNew |
$236K - $242K
|
11.9K
$247K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
4.1KNew |
$81.1K - $83.1K
|
4.1K
$84.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.45K- 39.73% |
$28.7K - $29.4K
|
2.2K
$45.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-15.1K- 55.94% |
$299K - $306K
|
11.9K
$246K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
15.7KNew |
$311K - $318K
|
15.7K
$325K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
59New |
$1.17K - $1.2K
|
59
$1.22K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
545New |
$10.8K - $11K
|
545
$11.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
458New |
$9.06K - $9.28K
|
458
$9.46K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-10.8K- 26.45% |
$213K - $218K
|
29.9K
$619K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
730+ 7.22% |
$14.4K - $14.8K
|
10.8K
$224K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
104New |
$2.06K - $2.11K
|
104
$2.15K
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
18.4K+ 53.17% |
$364K - $373K
|
53K
$1.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.2K+ 1.81% |
$23.8K - $24.4K
|
67.6K
$1.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.24KNew |
$44.2K - $45.3K
|
2.24K
$46.2K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-601Closed |
$11.9K - $12.5K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
15.1KNew |
$300K - $313K
|
15.1K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.33K- 66.08% |
$26.3K - $27.5K
|
680
$14K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.41KNew |
$67.7K - $70.7K
|
3.41K
$70.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
85.7K+ 630.35% |
$1.7M - $1.78M
|
99.3K
$2.05M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-5.08K- 31.59% |
$101K - $105K
|
11K
$227K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
2.8K+ 12.77% |
$55.5K - $58K
|
24.7K
$510K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.45KNew |
$88.4K - $92.2K
|
4.45K
$91.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
34+ 0.78% |
$675 - $705
|
4.4K
$90.8K
|
|