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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
32.6K+ 136.33% |
$633K - $637K
|
56.5K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12.6KNew |
$244K - $246K
|
12.6K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.37KNew |
$26.6K - $26.7K
|
1.37K
$26.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.4KNew |
$261K - $262K
|
13.4K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.68KNew |
$110K - $111K
|
5.68K
$111K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-465- 0.72% |
$9.03K - $9.09K
|
64.4K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
10.6KNew |
$206K - $207K
|
10.6K
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.57K+ 11.43% |
$128K - $128K
|
64.1K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
29.6KNew |
$574K - $578K
|
29.6K
$579K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.04% |
$97.1 - $97.7
|
11.9K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
5.44KNew |
$106K - $106K
|
5.44K
$107K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
38.5KNew |
$748K - $752K
|
38.5K
$754K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
23.5KNew |
$456K - $459K
|
23.5K
$460K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-90.9K- 60.6% |
$1.77M - $1.78M
|
59.1K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
10.3KNew |
$200K - $201K
|
10.3K
$202K
|
|
| Q4 2024 | |||||||
|
Aug 15, 2025
Q4 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-3.09K- 63.19% |
$59.9K - $60.5K
|
1.8K
$35.3K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
189KNew |
$3.67M - $3.71M
|
189K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-18.4K- 4.58% |
$356K - $360K
|
383K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.35K+ 43.94% |
$142K - $144K
|
24.1K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42K- 55.76% |
$814K - $822K
|
33.3K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
794KNew |
$15.4M - $15.5M
|
794K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
150New |
$2.91K - $2.94K
|
150
$2.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-213- 61.56% |
$4.13K - $4.17K
|
133
$2.61K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
526New |
$10.2K - $10.3K
|
526
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12+ 7.19% |
$233 - $235
|
179
$3.51K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.37KNew |
$84.7K - $85.5K
|
4.37K
$85.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.52K+ 19.29% |
$68.3K - $69K
|
21.8K
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
521+ 4.1% |
$10.1K - $10.2K
|
13.2K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
36+ 0.23% |
$698 - $705
|
16K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500New |
$9.69K - $9.79K
|
500
$9.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.43MNew |
$27.7M - $28M
|
1.43M
$28M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-356K- 86.89% |
$6.9M - $6.97M
|
53.7K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.5KNew |
$107K - $108K
|
5.5K
$108K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
748+ 5.3% |
$14.5K - $14.6K
|
14.9K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.52KNew |
$126K - $128K
|
6.52K
$128K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
72.1K+ 23.57% |
$1.4M - $1.41M
|
378K
$7.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-15- 0.09% |
$291 - $294
|
15.8K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
10.8KNew |
$209K - $211K
|
10.8K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$194K - $196K
|
10K
$196K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-702K- 70.72% |
$13.6M - $13.8M
|
291K
$5.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$199K - $201K
|
10.3K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
163New |
$3.16K - $3.19K
|
163
$3.19K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
731+ 2.81% |
$14.2K - $14.3K
|
26.8K
$525K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
214+ 5.82% |
$4.15K - $4.19K
|
3.89K
$76.2K
|
|
| Q3 2024 | |||||||
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
1.82K+ 5.25% |
$35K - $35.8K
|
36.5K
$716K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.62KNew |
$31.1K - $31.8K
|
1.62K
$31.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 4.19% |
$21.3K - $21.8K
|
25.4K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
194KNew |
$3.72M - $3.8M
|
194K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
25.7KNew |
$493K - $504K
|
25.7K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
453New |
$8.7K - $8.89K
|
453
$8.87K
|
|