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 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
521+ 4.1% |
$10.1K - $10.2K
|
13.2K
$259K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.52K+ 19.29% |
$68.3K - $69K
|
21.8K
$427K
|
|
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
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
748+ 5.3% |
$14.5K - $14.6K
|
14.9K
$291K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.5KNew |
$107K - $108K
|
5.5K
$108K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-356K- 86.89% |
$6.9M - $6.97M
|
53.7K
$1.05M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.52KNew |
$126K - $128K
|
6.52K
$128K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47+ 0.36% |
$911 - $920
|
13K
$254K
|
|
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
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$194K - $196K
|
10K
$196K
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
10.8KNew |
$209K - $211K
|
10.8K
$212K
|
|
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
$76.3K
|
|
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
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
453New |
$8.7K - $8.89K
|
453
$8.88K
|
|
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
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 4.19% |
$21.3K - $21.8K
|
25.4K
$498K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.92K - $1.96K
|
100
$1.96K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
53.5KNew |
$1.03M - $1.05M
|
53.5K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-12K- 38.11% |
$230K - $235K
|
19.5K
$382K
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-136- 1.28% |
$2.61K - $2.67K
|
10.5K
$206K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.39K- 5.05% |
$26.6K - $27.2K
|
26K
$510K
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-20.7K- 6.65% |
$397K - $406K
|
290K
$5.69M
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-8.01K- 21.53% |
$154K - $157K
|
29.2K
$572K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
15.4K+ 8.81% |
$295K - $302K
|
190K
$3.72M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.41KNew |
$27.1K - $27.7K
|
1.41K
$27.7K
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
SELL
|
- |
-15.1K- 51.38% |
$290K - $297K
|
14.3K
$280K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10.2KNew |
$196K - $201K
|
10.2K
$200K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-650- 4.59% |
$12.5K - $12.8K
|
13.5K
$265K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
377New |
$7.24K - $7.4K
|
377
$7.39K
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.6KNew |
$49.9K - $51.1K
|
2.6K
$51K
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.33KNew |
$25.5K - $26K
|
1.33K
$26K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.15M+ 41257.01% |
$22M - $22.5M
|
1.15M
$22.6M
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-3.14K- 8.28% |
$60.3K - $61.6K
|
34.8K
$682K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
936New |
$18K - $18.4K
|
936
$18.3K
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
113+ 1.06% |
$2.17K - $2.22K
|
10.7K
$210K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
490New |
$9.41K - $9.62K
|
490
$9.6K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-121K- 5.85% |
$2.33M - $2.38M
|
1.95M
$38.3M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.59K- 7.22% |
$30.5K - $31.2K
|
20.4K
$401K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
174K+ 6.31% |
$3.35M - $3.42M
|
2.94M
$57.5M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.62K- 30.48% |
$31.1K - $31.8K
|
3.7K
$72.5K
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-6.88K- 10.76% |
$132K - $135K
|
57K
$1.12M
|