Latest Institutional Transactions on Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information on the latest institutional transactions involving Invesco Et Self Idxd Fd Tr Bul (BSCQ) 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 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
13KNew |
$246K - $251K
|
13K
$254K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
17.1KNew |
$324K - $331K
|
17.1K
$334K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-14- 0.15% |
$265 - $270
|
9.2K
$179K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-14- 0.15% |
$265 - $270
|
9.2K
$179K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
88New |
$1.66K - $1.7K
|
88
$1.72K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
65New |
$1.23K - $1.25K
|
65
$1.27K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-500- 9.27% |
$9.46K - $9.65K
|
4.9K
$95.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.83K+ 59.25% |
$34.7K - $35.3K
|
4.92K
$96K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
662+ 10.93% |
$12.4K - $12.8K
|
6.72K
$131K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.99K+ 19.73% |
$37.2K - $38.4K
|
12.1K
$235K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-546K- 45.99% |
$10.2M - $10.5M
|
641K
$12.5M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
15.9KNew |
$298K - $307K
|
15.9K
$310K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
56.1KNew |
$1.05M - $1.08M
|
56.1K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.62KNew |
$30.4K - $31.3K
|
1.62K
$31.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
2.5KNew |
$46.8K - $48.3K
|
2.5K
$48.8K
|
|
| Q4 2022 | |||||||
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
13.9KNew |
$256K - $266K
|
13.9K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4.59K+ 12.89% |
$84.3K - $87.7K
|
40.2K
$783K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9KNew |
$291K - $303K
|
15.9K
$309K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.4KNew |
$246K - $256K
|
13.4K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 100.0% |
$12.9K - $13.4K
|
1.4K
$27.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 4.49% |
$25.1K - $26.1K
|
31.7K
$618K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.33K- 38.69% |
$116K - $121K
|
10K
$196K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
13.9KNew |
$256K - $266K
|
13.9K
$271K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52New |
$956 - $994
|
52
$1.01K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10.9K+ 192.05% |
$201K - $209K
|
16.6K
$324K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
478New |
$8.79K - $9.14K
|
478
$9.32K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
11.4KNew |
$210K - $219K
|
11.4K
$223K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
980New |
$18K - $18.7K
|
980
$19.1K
|
|
| Q3 2022 | |||||||
|
Aug 18, 2023
Q3 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
11.4K+ 68.94% |
$211K - $224K
|
27.9K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Ghe, LLC
|
BUY
|
- |
12KNew |
$222K - $236K
|
12K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
290+ 1.92% |
$5.38K - $5.71K
|
15.4K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.04KNew |
$19.3K - $20.5K
|
1.04K
$20.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
90K+ 638.64% |
$1.67M - $1.77M
|
104K
$2.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.98K+ 16.61% |
$36.6K - $38.9K
|
13.9K
$271K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-718- 5.13% |
$13.3K - $14.1K
|
13.3K
$259K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
4.09K+ 17.97% |
$75.8K - $80.5K
|
26.9K
$524K
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
10.6K+ 13.3% |
$196K - $208K
|
90.1K
$1.76M
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
1.06MNew |
$19.6M - $20.8M
|
1.06M
$20.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-7.91K- 15.4% |
$147K - $156K
|
43.5K
$848K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15KNew |
$284K - $299K
|
15K
$293K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.3KClosed |
$24.6K - $25.9K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-15.9KClosed |
$301K - $317K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
2.87KNew |
$54.3K - $57.3K
|
2.87K
$56K
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
9.65K+ 32.95% |
$183K - $193K
|
38.9K
$759K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-476- 41.64% |
$9.01K - $9.5K
|
667
$13K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
894+ 16.13% |
$16.9K - $17.8K
|
6.44K
$126K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-10.1K- 49.84% |
$192K - $202K
|
10.2K
$199K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.8KClosed |
$261K - $275K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.5K+ 45.0% |
$89.2K - $94.9K
|
14.5K
$283K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.94KClosed |
$58.4K - $62.1K
|
0
$0
|
|