Latest Institutional Transactions on Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information on the latest institutional transactions involving Invesco Et Self Idxd Fd Tr Bul (BSJO) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.28K- 38.77% |
$165K - $166K
|
11.5K
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
605+ 1.35% |
$13.7K - $13.8K
|
45.5K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
256+ 0.86% |
$5.79K - $5.83K
|
30K
$680K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
182+ 0.12% |
$4.12K - $4.15K
|
157K
$3.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.32K+ 10.75% |
$75K - $75.5K
|
34.2K
$774K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.1K- 4.45% |
$229K - $231K
|
218K
$4.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-21.1K- 60.81% |
$476K - $480K
|
13.6K
$308K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.68K- 3.42% |
$83.1K - $83.8K
|
104K
$2.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
15K+ 21.83% |
$339K - $342K
|
83.7K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
119+ 0.82% |
$2.69K - $2.71K
|
14.6K
$332K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-285- 26.08% |
$6.44K - $6.5K
|
808
$18.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$22.6 - $22.8
|
1
$22.7
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.2K- 40.47% |
$366K - $369K
|
23.8K
$539K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.33K- 7.82% |
$30K - $30.3K
|
15.7K
$355K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.62K- 13.61% |
$81.7K - $82.4K
|
23K
$520K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-69.2K- 14.38% |
$1.57M - $1.58M
|
412K
$9.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
SELL
|
- |
-21- 0.02% |
$475 - $479
|
102K
$2.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-659- 1.38% |
$14.9K - $15K
|
47.3K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-47.9K- 59.51% |
$1.08M - $1.09M
|
32.6K
$738K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.8KNew |
$356K - $359K
|
15.8K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.92K- 21.81% |
$202K - $203K
|
32K
$724K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
166+ 0.46% |
$3.75K - $3.78K
|
36.2K
$820K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-40.2K- 47.8% |
$909K - $916K
|
43.9K
$995K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.8K+ 64.4% |
$311K - $314K
|
35.1K
$796K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-17.4K- 18.21% |
$393K - $397K
|
78.2K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10K- 12.89% |
$226K - $228K
|
67.6K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.94K+ 7.09% |
$89K - $89.7K
|
59.4K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
511+ 1.95% |
$11.6K - $11.6K
|
26.7K
$606K
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-1.77K- 0.63% |
$40K - $40.3K
|
278K
$6.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.84K- 2.1% |
$86.9K - $87.6K
|
179K
$4.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-307K- 76.99% |
$6.94M - $6.99M
|
91.7K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-202- 33.84% |
$4.57K - $4.6K
|
395
$8.95K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-35.1K- 31.54% |
$794K - $801K
|
76.3K
$1.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.64K+ 2.36% |
$37.1K - $37.4K
|
71.1K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
621+ 3.08% |
$14K - $14.2K
|
20.8K
$471K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9K+ 7.09% |
$247K - $249K
|
165K
$3.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.38K- 5.66% |
$31.2K - $31.5K
|
23K
$522K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
13.1KNew |
$296K - $298K
|
13.1K
$296K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-10.4K- 15.37% |
$236K - $238K
|
57.5K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.46K+ 40.3% |
$191K - $193K
|
29.5K
$668K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-587- 3.39% |
$13.3K - $13.4K
|
16.7K
$379K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.4K- 42.47% |
$257K - $259K
|
15.4K
$349K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.46K- 32.48% |
$33K - $33.3K
|
3.04K
$68.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
38+ 0.32% |
$859 - $866
|
12.1K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.1K+ 46.6% |
$499K - $503K
|
69.4K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.83K+ 2.15% |
$41.3K - $41.7K
|
86.9K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.63K- 9.11% |
$82K - $82.7K
|
36.2K
$820K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-150K- 30.05% |
$3.4M - $3.43M
|
350K
$7.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-6.19K- 17.18% |
$140K - $141K
|
29.8K
$676K
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
20.2K+ 16.93% |
$458K - $461K
|
140K
$3.17M
|