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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.5KNew |
$171K - $178K
|
10.5K
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
192New |
$3.13K - $3.26K
|
192
$3.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-25.4K- 70.57% |
$415K - $432K
|
10.6K
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.03KNew |
$49.4K - $51.5K
|
3.03K
$50.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.9KNew |
$423K - $441K
|
25.9K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.97KNew |
$48.4K - $50.4K
|
2.97K
$49.7K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.5KNew |
$89.8K - $93.4K
|
5.5K
$92.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
428KNew |
$6.99M - $7.28M
|
428K
$7.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
11.9KNew |
$194K - $202K
|
11.9K
$199K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
362+ 3.25% |
$5.91K - $6.15K
|
11.5K
$192K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
605New |
$9.87K - $10.3K
|
605
$10.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8.06K- 14.04% |
$132K - $137K
|
49.3K
$826K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
83.9K+ 71.47% |
$1.37M - $1.42M
|
201K
$3.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
187+ 1.02% |
$3.05K - $3.18K
|
18.5K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
18.8KNew |
$306K - $319K
|
18.8K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
15.5KNew |
$252K - $263K
|
15.5K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
502New |
$8.19K - $8.53K
|
502
$8.41K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
12.1KNew |
$198K - $206K
|
12.1K
$203K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.18KNew |
$19.2K - $20K
|
1.18K
$19.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
138+ 1.17% |
$2.25K - $2.34K
|
11.9K
$199K
|
|
| Q3 2024 | |||||||
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
1.81K+ 3.58% |
$29.2K - $30.8K
|
52.2K
$874K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.2K- 15.95% |
$35.6K - $37.5K
|
11.6K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.94KNew |
$47.6K - $50.1K
|
2.94K
$49.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4+ 0.3% |
$64.8 - $68.2
|
1.34K
$22.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
335New |
$5.42K - $5.71K
|
335
$5.61K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.54KNew |
$25K - $26.3K
|
1.54K
$25.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.4% |
$48.6 - $51.2
|
217
$3.63K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
655K+ 33.87% |
$10.6M - $11.2M
|
2.59M
$43.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.6K+ 4.87% |
$592K - $624K
|
787K
$13.2M
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
173New |
$2.76K - $2.84K
|
173
$2.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
127+ 2.49% |
$2.03K - $2.09K
|
5.22K
$87.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.4KNew |
$389K - $401K
|
24.4K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
295New |
$4.71K - $4.84K
|
295
$4.94K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.11K- 16.92% |
$33.6K - $34.6K
|
10.3K
$173K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.3K+ 25.0% |
$36.7K - $37.8K
|
11.5K
$193K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
216New |
$3.45K - $3.55K
|
216
$3.62K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.87KNew |
$29.8K - $30.7K
|
1.87K
$31.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
794New |
$12.7K - $13K
|
794
$13.3K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.4K+ 137.7% |
$461K - $473K
|
49K
$821K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
20.8K+ 91.39% |
$337K - $347K
|
43.5K
$729K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
942K+ 66.45% |
$15.3M - $15.7M
|
2.36M
$39.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.83KNew |
$45.9K - $47.1K
|
2.83K
$47.4K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
7+ 0.66% |
$114 - $117
|
1.06K
$17.8K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
20KNew |
$325K - $334K
|
20K
$335K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.91KNew |
$63.5K - $65.2K
|
3.91K
$65.5K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
239New |
$3.88K - $3.98K
|
239
$4K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.81K+ 90550.0% |
$27.6K - $30.2K
|
1.81K
$30.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
12KNew |
$183K - $200K
|
12K
$201K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
11.9KNew |
$182K - $199K
|
11.9K
$200K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.74KNew |
$72.2K - $79.1K
|
4.74K
$79.3K
|
|