Latest Institutional Purchases of Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This list provides information on the latest institutional transactions involving Invesco Et Self Idxd Fd Tr Bul (BSCQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9KNew |
$291K - $303K
|
15.9K
$307K
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
13.9KNew |
$256K - $266K
|
13.9K
$270K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
13.9KNew |
$256K - $266K
|
13.9K
$270K
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.4KNew |
$246K - $256K
|
13.4K
$260K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
11.4KNew |
$210K - $219K
|
11.4K
$222K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10.9K+ 192.05% |
$201K - $209K
|
16.6K
$323K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4.59K+ 12.89% |
$84.3K - $87.7K
|
40.2K
$779K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 4.49% |
$25.1K - $26.1K
|
31.7K
$615K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
980New |
$18K - $18.7K
|
980
$19K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 100.0% |
$12.9K - $13.4K
|
1.4K
$27.1K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
478New |
$8.79K - $9.14K
|
478
$9.27K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52New |
$956 - $994
|
52
$1.01K
|
|
Q3 2022 | |||||||
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
1.06MNew |
$19.6M - $20.8M
|
1.06M
$20.5M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
90K+ 638.64% |
$1.67M - $1.77M
|
104K
$2.02M
|
|
Nov 14, 2022
Q3 2022
|
Ghe, LLC
|
BUY
|
- |
12KNew |
$222K - $236K
|
12K
$233K
|
|
Aug 18, 2023
Q3 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
11.4K+ 68.94% |
$211K - $224K
|
27.9K
$542K
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
10.6K+ 13.3% |
$196K - $208K
|
90.1K
$1.75M
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
4.09K+ 17.97% |
$75.8K - $80.5K
|
26.9K
$521K
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.98K+ 16.61% |
$36.6K - $38.9K
|
13.9K
$269K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.04KNew |
$19.3K - $20.5K
|
1.04K
$20.2K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
290+ 1.92% |
$5.38K - $5.71K
|
15.4K
$298K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15KNew |
$284K - $299K
|
15K
$291K
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
9.65K+ 32.95% |
$183K - $193K
|
38.9K
$755K
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
2.87KNew |
$54.3K - $57.3K
|
2.87K
$55.7K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
894+ 16.13% |
$16.9K - $17.8K
|
6.44K
$125K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.5K+ 45.0% |
$89.2K - $94.9K
|
14.5K
$281K
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
503New |
$10.7K - $10.9K
|
503
$9.75K
|
|
Q1 2021 | |||||||
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.2KNew |
$68.2K - $70.2K
|
3.2K
$62.1K
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
30.9KNew |
$665K - $677K
|
30.9K
$599K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
168KNew |
$3.15M - $3.19M
|
168K
$3.26M
|
|
Q2 2018 | |||||||
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.31KNew |
$24.2K - $24.8K
|
1.31K
$25.3K
|