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 |
---|---|---|---|---|---|---|---|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
12.7KNew |
$237K - $245K
|
12.7K
$249K
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
400+ 1.66% |
$7.48K - $7.72K
|
24.4K
$479K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.24KNew |
$154K - $159K
|
8.24K
$162K
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
36KNew |
$673K - $695K
|
36K
$706K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.8KNew |
$202K - $209K
|
10.8K
$212K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
18New |
$337 - $347
|
18
$353
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10.5KNew |
$197K - $203K
|
10.5K
$207K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
82.4KNew |
$1.54M - $1.59M
|
82.4K
$1.62M
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
66New |
$1.23K - $1.27K
|
66
$1.29K
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
11K+ 1.2% |
$206K - $213K
|
926K
$18.1M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
27.9K+ 21.47% |
$522K - $539K
|
158K
$3.1M
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15KNew |
$280K - $289K
|
15K
$294K
|
|
Q3 2023 | |||||||
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
190New |
$3.56K - $3.63K
|
190
$3.72K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
104+ 0.72% |
$1.95K - $1.99K
|
14.5K
$285K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-51K- 7.98% |
$956K - $973K
|
588K
$11.5M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-160- 1.52% |
$3K - $3.05K
|
10.4K
$203K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 5.26% |
$18.8 - $19.1
|
20
$392
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-237- 2.82% |
$4.44K - $4.52K
|
8.16K
$160K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
46New |
$863 - $878
|
46
$902
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.1K+ 3.16% |
$190K - $193K
|
331K
$6.48M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.6KNew |
$199K - $203K
|
10.6K
$208K
|
|
Oct 30, 2023
Q3 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-825- 5.46% |
$15.5K - $15.7K
|
14.3K
$280K
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-75.7K- 87.83% |
$1.42M - $1.45M
|
10.5K
$206K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
6.12KNew |
$115K - $117K
|
6.12K
$120K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.12KNew |
$115K - $117K
|
6.12K
$120K
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.66% |
$1.31K - $1.34K
|
10.7K
$209K
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-8.21K- 17.22% |
$154K - $157K
|
39.4K
$773K
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-39.2K- 17.48% |
$735K - $748K
|
185K
$3.63M
|
|
Q2 2023 | |||||||
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$18.9K - $19.3K
|
1K
$19.6K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.58KNew |
$86.6K - $88.3K
|
4.58K
$89.7K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.59K+ 38.69% |
$30K - $30.6K
|
5.68K
$111K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1New |
$18.9 - $19.3
|
1
$19.6
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-87.9K- 8.22% |
$1.66M - $1.7M
|
982K
$19.2M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.35KNew |
$63.4K - $64.6K
|
3.35K
$65.7K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.66K- 20.05% |
$50.4K - $51.3K
|
10.6K
$208K
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
13KNew |
$246K - $251K
|
13K
$255K
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
17.1KNew |
$324K - $331K
|
17.1K
$336K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-14- 0.15% |
$265 - $270
|
9.2K
$180K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-14- 0.15% |
$265 - $270
|
9.2K
$180K
|
|
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
$95.9K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
662+ 10.93% |
$12.4K - $12.8K
|
6.72K
$132K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.99K+ 19.73% |
$37.2K - $38.4K
|
12.1K
$236K
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-546K- 45.99% |
$10.2M - $10.5M
|
641K
$12.6M
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
15.9KNew |
$298K - $307K
|
15.9K
$312K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
56.1KNew |
$1.05M - $1.08M
|
56.1K
$1.1M
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
2.5KNew |
$46.8K - $48.3K
|
2.5K
$49K
|
|
Q4 2022 | |||||||
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
13.9KNew |
$256K - $266K
|
13.9K
$273K
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9KNew |
$291K - $303K
|
15.9K
$311K
|