Latest Institutional Transactions on Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information on the latest institutional transactions involving Invesco Index Fd Tr Bulletshar (BSCT) 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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.07K+ 2.78% |
$165K - $169K
|
335K
$6.26M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.6K+ 33.46% |
$466K - $476K
|
102K
$1.91M
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-11- 0.07% |
$200 - $204
|
14.7K
$275K
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-14.3K- 14.49% |
$261K - $266K
|
84.6K
$1.58M
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
26.7K+ 191.43% |
$485K - $496K
|
40.6K
$759K
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
400+ 0.76% |
$7.27K - $7.43K
|
53.1K
$993K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
390K+ 17.68% |
$7.1M - $7.25M
|
2.6M
$48.6M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
602New |
$10.9K - $11.2K
|
602
$11.3K
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.7KNew |
$213K - $218K
|
11.7K
$219K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-169K- 14.59% |
$3.07M - $3.14M
|
989K
$18.5M
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
10.2K+ 95.73% |
$185K - $189K
|
20.8K
$390K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7.14K+ 13.53% |
$130K - $133K
|
59.9K
$1.12M
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
525+ 0.4% |
$9.54K - $9.75K
|
131K
$2.46M
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
29.5K+ 230.02% |
$536K - $547K
|
42.3K
$790K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
11.2KNew |
$204K - $209K
|
11.2K
$210K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.57K- 94.6% |
$174K - $178K
|
546
$10.2K
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
21KNew |
$382K - $390K
|
21K
$392K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.02K+ 2.13% |
$91.2K - $93.2K
|
241K
$4.5M
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-75- 0.39% |
$1.36K - $1.39K
|
18.9K
$354K
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.76K+ 2.2% |
$50.2K - $51.3K
|
128K
$2.4M
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
116+ 1.78% |
$2.11K - $2.16K
|
6.65K
$124K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.04K+ 3.75% |
$37K - $37.8K
|
56.3K
$1.05M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13KNew |
$237K - $242K
|
13K
$243K
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.65KNew |
$103K - $105K
|
5.65K
$106K
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-94.1K- 60.6% |
$1.71M - $1.75M
|
61.2K
$1.14M
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
47.5KNew |
$864K - $883K
|
47.5K
$889K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.83KNew |
$33.2K - $33.9K
|
1.83K
$34.1K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-269K- 30.26% |
$4.93M - $5.09M
|
621K
$11.6M
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$345K - $357K
|
18.9K
$353K
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
95.6KNew |
$1.75M - $1.8M
|
95.6K
$1.79M
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$27.4K - $28.3K
|
1.5K
$28K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
433+ 3.91% |
$7.92K - $8.17K
|
11.5K
$215K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
549New |
$10K - $10.4K
|
549
$10.3K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
155+ 1.47% |
$2.83K - $2.92K
|
10.7K
$201K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.2KNew |
$223K - $230K
|
12.2K
$228K
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.92K+ 15.35% |
$35K - $36.2K
|
14.4K
$269K
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
13.1KNew |
$240K - $247K
|
13.1K
$245K
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
27.5KNew |
$503K - $519K
|
27.5K
$514K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.5KNew |
$101K - $104K
|
5.5K
$103K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
16.9KNew |
$308K - $318K
|
16.9K
$315K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
817KNew |
$14.9M - $15.4M
|
817K
$15.3M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.91K- 14.95% |
$53.2K - $55K
|
16.6K
$310K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
79.9K+ 40.16% |
$1.46M - $1.51M
|
279K
$5.21M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
330+ 97.63% |
$6.03K - $6.23K
|
668
$12.5K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
224+ 1.36% |
$4.09K - $4.23K
|
16.6K
$311K
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
11.6KNew |
$213K - $220K
|
11.6K
$218K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
14KNew |
$256K - $265K
|
14K
$262K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
12.9KNew |
$236K - $243K
|
12.9K
$241K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
450New |
$8.23K - $8.49K
|
450
$8.41K
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
189KNew |
$3.45M - $3.57M
|
189K
$3.53M
|