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 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4.59K+ 12.89% |
$84.3K - $87.7K
|
40.2K
$787K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.4KNew |
$246K - $256K
|
13.4K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 100.0% |
$12.9K - $13.4K
|
1.4K
$27.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 4.49% |
$25.1K - $26.1K
|
31.7K
$622K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.33K- 38.69% |
$116K - $121K
|
10K
$197K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
13.9KNew |
$256K - $266K
|
13.9K
$273K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52New |
$956 - $994
|
52
$1.02K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
478New |
$8.79K - $9.14K
|
478
$9.37K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10.9K+ 192.05% |
$201K - $209K
|
16.6K
$326K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
11.4KNew |
$210K - $219K
|
11.4K
$224K
|
|
| Q3 2022 | |||||||
|
Aug 18, 2023
Q3 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
11.4K+ 68.94% |
$211K - $224K
|
27.9K
$548K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.04KNew |
$19.3K - $20.5K
|
1.04K
$20.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
290+ 1.92% |
$5.38K - $5.71K
|
15.4K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Ghe, LLC
|
BUY
|
- |
12KNew |
$222K - $236K
|
12K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
90K+ 638.64% |
$1.67M - $1.77M
|
104K
$2.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.98K+ 16.61% |
$36.6K - $38.9K
|
13.9K
$272K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-718- 5.13% |
$13.3K - $14.1K
|
13.3K
$260K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
4.09K+ 17.97% |
$75.8K - $80.5K
|
26.9K
$526K
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
10.6K+ 13.3% |
$196K - $208K
|
90.1K
$1.77M
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
1.06MNew |
$19.6M - $20.8M
|
1.06M
$20.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-7.91K- 15.4% |
$147K - $156K
|
43.5K
$852K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15KNew |
$284K - $299K
|
15K
$294K
|
|
|
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
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
9.65K+ 32.95% |
$183K - $193K
|
38.9K
$763K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-476- 41.64% |
$9.01K - $9.5K
|
667
$13.1K
|
|
|
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
$200K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.8KClosed |
$261K - $275K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.94KClosed |
$58.4K - $62.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.5K+ 45.0% |
$89.2K - $94.9K
|
14.5K
$284K
|
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-11.2KClosed |
$222K - $236K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.28KClosed |
$25.4K - $27K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.1KClosed |
$21.8K - $23.2K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-127Closed |
$2.52K - $2.68K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1KClosed |
$19.8K - $21.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-5KClosed |
$105K - $107K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-18.5KClosed |
$389K - $398K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-135Closed |
$2.84K - $2.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.8KClosed |
$253K - $256K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-151Closed |
$3.23K - $3.27K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-800Closed |
$17.1K - $17.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
503New |
$10.7K - $10.9K
|
503
$9.86K
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.3KClosed |
$240K - $243K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-168KClosed |
$3.58M - $3.64M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-22.6KClosed |
$481K - $489K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11.2KClosed |
$238K - $241K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.2KNew |
$68.2K - $70.2K
|
3.2K
$62.8K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-985Closed |
$21.3K - $21.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-585Closed |
$12.6K - $12.8K
|
0
$0
|
|