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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.42K+ 7.51% |
$23K - $24.2K
|
20.3K
$335K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.1K+ 19.84% |
$1.01M - $1.06M
|
375K
$6.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.54KNew |
$25K - $26.3K
|
1.54K
$25.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$197K - $208K
|
12.2K
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.2K+ 52.63% |
$651K - $686K
|
117K
$1.92M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.37K- 0.44% |
$22.2K - $23.4K
|
310K
$5.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
10KNew |
$163K - $171K
|
10K
$165K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.32K- 8.45% |
$21.4K - $22.5K
|
14.3K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
655K+ 33.87% |
$10.6M - $11.2M
|
2.59M
$42.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2K+ 14.87% |
$198K - $209K
|
94.5K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.6K+ 4.87% |
$592K - $624K
|
787K
$13M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.4% |
$48.6 - $51.2
|
217
$3.57K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 1.07% |
$340 - $358
|
1.95K
$32K
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
173New |
$2.76K - $2.84K
|
173
$2.85K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
218KNew |
$3.47M - $3.57M
|
218K
$3.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.2KNew |
$290K - $298K
|
18.2K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.38K+ 49.79% |
$134K - $138K
|
25.2K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
127+ 2.49% |
$2.03K - $2.09K
|
5.22K
$86K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
706+ 6.17% |
$11.3K - $11.6K
|
12.2K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.4KNew |
$389K - $401K
|
24.4K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
295New |
$4.71K - $4.84K
|
295
$4.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.11K- 16.92% |
$33.6K - $34.6K
|
10.3K
$170K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.3K+ 25.0% |
$36.7K - $37.8K
|
11.5K
$190K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
216New |
$3.45K - $3.55K
|
216
$3.56K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
628+ 10.07% |
$10K - $10.3K
|
6.87K
$113K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
341New |
$5.44K - $5.6K
|
341
$5.62K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.48KNew |
$71.5K - $73.6K
|
4.48K
$73.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.87KNew |
$29.8K - $30.7K
|
1.87K
$30.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
794New |
$12.7K - $13K
|
794
$13.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13.3K+ 110.47% |
$212K - $218K
|
25.3K
$417K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.96K- 90.77% |
$31.7K - $32.6K
|
199
$3.28K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
350New |
$5.68K - $5.83K
|
350
$5.76K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.4K+ 137.7% |
$461K - $473K
|
49K
$807K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
20.8K+ 91.39% |
$337K - $347K
|
43.5K
$717K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
942K+ 66.45% |
$15.3M - $15.7M
|
2.36M
$38.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.83KNew |
$45.9K - $47.1K
|
2.83K
$46.6K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
7+ 0.66% |
$114 - $117
|
1.06K
$17.5K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
20KNew |
$325K - $334K
|
20K
$330K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.91KNew |
$63.5K - $65.2K
|
3.91K
$64.4K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
239New |
$3.88K - $3.98K
|
239
$3.94K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.81K+ 90550.0% |
$27.6K - $30.2K
|
1.81K
$29.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
12KNew |
$183K - $200K
|
12K
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
11.9KNew |
$182K - $199K
|
11.9K
$197K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.74KNew |
$72.2K - $79.1K
|
4.74K
$78K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
173New |
$2.64K - $2.89K
|
173
$2.85K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
9.36KNew |
$146K - $153K
|
9.36K
$154K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.39KNew |
$86.6K - $89.7K
|
5.39K
$88.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.15K- 14.35% |
$18.5K - $19.2K
|
6.87K
$113K
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.02K+ 24.27% |
$48.6K - $50.4K
|
15.5K
$255K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
99+ 1.32% |
$1.59K - $1.65K
|
7.61K
$125K
|
|