Latest Institutional Transactions on Invesco Et Self Idxd Fd Tr Bul (BSJN)
This table provides information on the latest institutional transactions involving Invesco Et Self Idxd Fd Tr Bul (BSJN) 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 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
7.63K+ 527.94% |
$179K - $180K
|
9.08K
$0
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.59KNew |
$37.2K - $37.4K
|
1.59K
$0
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
220+ 2.56% |
$5.16K - $5.19K
|
8.8K
$0
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-102- 0.19% |
$2.39K - $2.41K
|
53.8K
$0
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-219K- 13.0% |
$5.15M - $5.17M
|
1.47M
$0
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.76K- 14.35% |
$64.7K - $65K
|
16.4K
$0
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.89K+ 22.48% |
$138K - $139K
|
32.1K
$0
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-526- 3.08% |
$12.3K - $12.4K
|
16.6K
$0
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.62K+ 16.64% |
$61.5K - $61.9K
|
18.4K
$0
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.7K- 31.9% |
$251K - $253K
|
22.8K
$0
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-81.9K- 18.77% |
$1.92M - $1.93M
|
354K
$0
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-4.83K- 3.86% |
$113K - $114K
|
120K
$0
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
846New |
$19.8K - $20K
|
846
$0
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.5K- 24.16% |
$152K - $153K
|
20.4K
$0
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 50.0% |
$11.7K - $11.8K
|
500
$0
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.93KNew |
$116K - $116K
|
4.93K
$0
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-6.6K- 15.59% |
$155K - $156K
|
35.7K
$0
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-366- 0.88% |
$8.59K - $8.64K
|
41.1K
$0
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.9KNew |
$1.33M - $1.34M
|
56.9K
$0
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-763- 41.49% |
$17.9K - $18K
|
1.08K
$0
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.88KNew |
$208K - $210K
|
8.88K
$0
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-14.1K- 58.51% |
$331K - $333K
|
10K
$0
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
809New |
$19K - $19.1K
|
809
$0
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.7KNew |
$228K - $229K
|
9.7K
$0
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.48K- 0.53% |
$34.7K - $34.9K
|
276K
$0
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-800- 4.68% |
$18.8K - $18.9K
|
16.3K
$0
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
561+ 304.89% |
$13.2K - $13.2K
|
745
$0
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
7.14K+ 3.58% |
$167K - $168K
|
206K
$0
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-50.2K- 69.61% |
$1.18M - $1.19M
|
21.9K
$0
|
|
Q1 2023 | |||||||
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$23.4K - $23.6K
|
1K
$0
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-988- 6.03% |
$23.1K - $23.3K
|
15.4K
$0
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1K+ 55.56% |
$23.4K - $23.6K
|
2.8K
$0
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
906New |
$21.2K - $21.4K
|
906
$0
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-525- 4.0% |
$12.3K - $12.4K
|
12.6K
$0
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.73K+ 19.2% |
$157K - $159K
|
41.8K
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-160K- 96.14% |
$3.72M - $3.76M
|
6.4K
$0
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.81KNew |
$206K - $208K
|
8.81K
$0
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.26K+ 9.88% |
$29.5K - $29.8K
|
14.1K
$0
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.95K+ 13013.33% |
$45.6K - $46K
|
1.97K
$0
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
18.1KNew |
$423K - $427K
|
18.1K
$0
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
23.1K+ 37.93% |
$539K - $544K
|
83.9K
$0
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-31- 0.36% |
$724 - $731
|
8.55K
$0
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.36K- 33.14% |
$78.5K - $79.2K
|
6.78K
$0
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.42K- 16.89% |
$150K - $151K
|
31.6K
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.57K- 45.75% |
$153K - $155K
|
7.79K
$0
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.5K- 95.16% |
$105K - $106K
|
229
$0
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
11.1K+ 97.39% |
$260K - $262K
|
22.6K
$0
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
42+ 0.8% |
$981 - $990
|
5.31K
$0
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-650- 68.42% |
$15.2K - $15.3K
|
300
$0
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-153- 21.05% |
$3.57K - $3.61K
|
574
$0
|