Latest Institutional Transactions on Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information on the latest institutional transactions involving Invesco Et Self Idxd Fd Tr Bul (BSCR) 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.26K- 12.91% |
$23.9K - $24.4K
|
8.48K
$165K
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-703- 6.54% |
$13.4K - $13.7K
|
10K
$196K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-16- 0.14% |
$304 - $311
|
11.2K
$218K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
120New |
$2.28K - $2.33K
|
120
$2.34K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-16- 0.14% |
$304 - $311
|
11.2K
$218K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 5.26% |
$19 - $19.5
|
20
$390
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
133+ 1.0% |
$2.53K - $2.59K
|
13.4K
$261K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$18.8K - $19.5K
|
1K
$19.5K
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.42K- 5.98% |
$26.8K - $27.8K
|
22.4K
$436K
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.46% |
$922 - $956
|
10.7K
$208K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
903New |
$17K - $17.6K
|
903
$17.6K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
50KNew |
$941K - $976K
|
50K
$975K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
81.4K+ 113.8% |
$1.49M - $1.57M
|
153K
$2.98M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.8KNew |
$289K - $304K
|
15.8K
$308K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.39K+ 4.45% |
$25.5K - $26.8K
|
32.7K
$638K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
42New |
$770 - $809
|
42
$819
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-14.6K- 4.07% |
$268K - $282K
|
345K
$6.73M
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
468New |
$8.58K - $9.01K
|
468
$9.13K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
11.2KNew |
$206K - $216K
|
11.2K
$219K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
725New |
$13.3K - $14K
|
725
$14.1K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$303K - $326K
|
16.4K
$319K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
89.3KNew |
$1.65M - $1.78M
|
89.3K
$1.74M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.03KNew |
$19K - $20.4K
|
1.03K
$20K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
3.75K+ 16.57% |
$69.3K - $74.5K
|
26.4K
$514K
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
19.4KNew |
$358K - $385K
|
19.4K
$377K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.27KClosed |
$24.1K - $25.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
312New |
$5.91K - $6.3K
|
312
$6.08K
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.06KClosed |
$76.9K - $81.9K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-16.7KClosed |
$316K - $337K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
2.83KNew |
$53.7K - $57.2K
|
2.83K
$55.2K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
529New |
$10K - $10.7K
|
529
$10.3K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-460- 41.11% |
$8.72K - $9.29K
|
659
$12.9K
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
1.5K+ 299.4% |
$28.4K - $30.3K
|
2K
$39K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10.6KClosed |
$201K - $215K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$225K - $239K
|
11.9K
$231K
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-10K- 49.93% |
$190K - $203K
|
10.1K
$196K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-340Closed |
$6.81K - $7.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.82KClosed |
$197K - $211K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-12.2KClosed |
$244K - $262K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-481Closed |
$9.63K - $10.3K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.13KClosed |
$22.7K - $24.3K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-125Closed |
$2.5K - $2.69K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-11.5KClosed |
$230K - $247K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-18.8KClosed |
$376K - $404K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-16.7KClosed |
$335K - $360K
|
0
$0
|
|
Q4 2021 | |||||||
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.79KNew |
$59.6K - $61.2K
|
2.79K
$54.4K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
10.1KNew |
$216K - $222K
|
10.1K
$197K
|
|
Q3 2021 | |||||||
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.32KClosed |
$204K - $206K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-590Closed |
$12.9K - $13.1K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-602Closed |
$13.1K - $13.3K
|
0
$0
|