Latest Institutional Transactions on Invesco Exc Self Ind Tr (BSCU)
This table provides information on the latest institutional transactions involving Invesco Exc Self Ind Tr (BSCU) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
7.45K+ 43.44% |
$122K - $127K
|
24.6K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
32.3K+ 103.46% |
$528K - $549K
|
63.6K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.81K+ 1.88% |
$111K - $116K
|
368K
$6.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
502New |
$8.19K - $8.53K
|
502
$8.27K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
127KNew |
$2.07M - $2.15M
|
127K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-26.1K- 5.96% |
$425K - $443K
|
411K
$6.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49.3K- 99.9% |
$804K - $837K
|
47
$774
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-7K- 36.36% |
$114K - $119K
|
12.3K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.4KNew |
$300K - $313K
|
18.4K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.3KNew |
$365K - $380K
|
22.3K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
7.63K+ 4.9% |
$124K - $130K
|
163K
$2.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.2KNew |
$216K - $225K
|
13.2K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.27K+ 5.37% |
$151K - $158K
|
182K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
18.9K+ 43.76% |
$308K - $321K
|
62.1K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-131- 1.06% |
$2.14K - $2.23K
|
12.2K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
12.1KNew |
$198K - $206K
|
12.1K
$200K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.5KNew |
$89.8K - $93.4K
|
5.5K
$90.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
27.5K+ 19.04% |
$449K - $467K
|
172K
$2.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
26.1K+ 1.82% |
$426K - $444K
|
1.46M
$24M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.9K- 4.46% |
$554K - $577K
|
726K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
21.7K+ 78.17% |
$354K - $369K
|
49.5K
$815K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
186+ 1.18% |
$3.04K - $3.16K
|
16K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
6.9K+ 9.51% |
$113K - $117K
|
79.4K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.63K+ 39.72% |
$75.5K - $78.6K
|
16.3K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
966+ 1.33% |
$15.8K - $16.4K
|
73.5K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
901+ 3.83% |
$14.7K - $15.3K
|
24.4K
$402K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
7.06K+ 64.07% |
$115K - $120K
|
18.1K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.6M+ 380.78% |
$42.4M - $44.1M
|
3.28M
$54M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.58K+ 6.73% |
$25.8K - $26.8K
|
25K
$412K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
141K+ 1197.7% |
$2.31M - $2.4M
|
153K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
36.1KNew |
$590K - $614K
|
36.1K
$595K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.2KNew |
$52.2K - $54.4K
|
3.2K
$52.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-6.57K- 23.01% |
$107K - $112K
|
22K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.54M- 81.98% |
$25.1M - $26.1M
|
338K
$5.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
138+ 1.17% |
$2.25K - $2.34K
|
11.9K
$196K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
62.1K+ 32.74% |
$1.01M - $1.06M
|
252K
$4.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.18KNew |
$19.2K - $20K
|
1.18K
$19.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
137K+ 9.3% |
$2.23M - $2.32M
|
1.61M
$26.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2.03K+ 0.51% |
$33.1K - $34.4K
|
402K
$6.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.24K+ 50.49% |
$102K - $106K
|
18.6K
$306K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-49.3K- 36.16% |
$804K - $838K
|
87K
$1.43M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
97.6K+ 96.45% |
$1.59M - $1.66M
|
199K
$3.28M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-125- 0.36% |
$2.04K - $2.12K
|
34.3K
$565K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 1.21% |
$437 - $460
|
2.26K
$37.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
32.3K+ 2499.77% |
$524K - $552K
|
33.6K
$554K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97.2K+ 60.82% |
$1.57M - $1.66M
|
257K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.2K- 15.95% |
$35.6K - $37.5K
|
11.6K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15.2K+ 1.81% |
$246K - $259K
|
853K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.6KNew |
$188K - $198K
|
11.6K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
266K+ 46.44% |
$4.3M - $4.53M
|
838K
$13.8M
|
|