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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-7.62K- 8.33% |
$148K - $149K
|
83.9K
$1.64M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-117K- 8.18% |
$2.26M - $2.28M
|
1.31M
$25.6M
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
163K+ 20.34% |
$3.15M - $3.19M
|
963K
$18.8M
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
164K+ 348.07% |
$3.18M - $3.21M
|
211K
$4.12M
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
12.8K+ 16.35% |
$249K - $251K
|
91.3K
$1.78M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$202K - $204K
|
10.4K
$203K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
9.88K+ 90.91% |
$191K - $193K
|
20.7K
$405K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.5K+ 9.87% |
$243K - $246K
|
140K
$2.73M
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
53.7K+ 16.27% |
$1.04M - $1.05M
|
384K
$7.49M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
3.42K+ 2.43% |
$66.2K - $66.9K
|
144K
$2.81M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.5K+ 1.57% |
$48.4K - $48.9K
|
161K
$3.15M
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-36.9K- 5.88% |
$714K - $722K
|
590K
$11.5M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.61K+ 4.92% |
$69.9K - $70.6K
|
77K
$1.5M
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-42- 0.86% |
$814 - $822
|
4.86K
$95K
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
BUY
|
- |
1.24K+ 0.96% |
$24K - $24.3K
|
130K
$2.54M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.2K- 1.77% |
$256K - $259K
|
734K
$14.3M
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
12.7KNew |
$245K - $248K
|
12.7K
$247K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16K+ 24.5% |
$310K - $313K
|
81.2K
$1.59M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
23.2K+ 18.25% |
$449K - $453K
|
150K
$2.93M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-349- 0.63% |
$6.76K - $6.83K
|
55.4K
$1.08M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
84.6K+ 16.7% |
$1.64M - $1.66M
|
591K
$11.5M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
43.4K+ 12.79% |
$842K - $850K
|
383K
$7.48M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.64K+ 23.1% |
$89.8K - $90.8K
|
24.7K
$482K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10K+ 33.01% |
$194K - $196K
|
40.3K
$787K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-286- 0.46% |
$5.54K - $5.6K
|
61.6K
$1.2M
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-314K- 41.0% |
$6.08M - $6.14M
|
451K
$8.82M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.84K+ 4.98% |
$171K - $173K
|
187K
$3.64M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.13K- 0.44% |
$41.2K - $41.7K
|
483K
$9.42M
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$19.4 - $19.6
|
15.6K
$305K
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
13.6KNew |
$264K - $266K
|
13.6K
$266K
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.03K+ 3.86% |
$39.3K - $39.7K
|
54.6K
$1.07M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.07K+ 4.42% |
$20.8K - $21K
|
25.4K
$495K
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
14KNew |
$270K - $273K
|
14K
$272K
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5.64K+ 31.77% |
$109K - $110K
|
23.4K
$457K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.29K- 5.32% |
$25K - $25.3K
|
23K
$449K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.58K+ 12.57% |
$30.6K - $30.9K
|
14.1K
$276K
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-41.2K- 8.13% |
$799K - $807K
|
466K
$9.1M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
80.9KNew |
$1.57M - $1.58M
|
80.9K
$1.58M
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
51+ 0.1% |
$988 - $999
|
48.7K
$951K
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.26K+ 1.83% |
$24.4K - $24.7K
|
70.1K
$1.37M
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
6.59K+ 4.05% |
$128K - $129K
|
169K
$3.31M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
60.5KNew |
$1.17M - $1.18M
|
60.5K
$1.18M
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-32.6K- 3.61% |
$632K - $639K
|
871K
$17M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.01K+ 2.71% |
$77.7K - $78.5K
|
152K
$2.97M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
117+ 0.53% |
$2.27K - $2.29K
|
22.3K
$436K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
850+ 1.96% |
$16.5K - $16.6K
|
44.3K
$864K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.14K+ 102.25% |
$41.5K - $41.9K
|
4.23K
$82.7K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-513- 1.02% |
$9.94K - $10K
|
49.6K
$969K
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
22.8KNew |
$442K - $447K
|
22.8K
$446K
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
15.3KNew |
$297K - $300K
|
15.3K
$300K
|