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 |
|---|---|---|---|---|---|---|---|
|
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
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
13.1KNew |
$296K - $298K
|
13.1K
$296K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.46K- 32.48% |
$33K - $33.3K
|
3.04K
$68.7K
|
|
|
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
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-587- 3.39% |
$13.3K - $13.4K
|
16.7K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-150K- 30.05% |
$3.4M - $3.43M
|
350K
$7.92M
|
|
|
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
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.1K+ 46.6% |
$499K - $503K
|
69.4K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
38+ 0.32% |
$859 - $866
|
12.1K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.63K- 9.11% |
$82K - $82.7K
|
36.2K
$820K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-6.19K- 17.18% |
$140K - $141K
|
29.8K
$675K
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
20.2K+ 16.93% |
$458K - $461K
|
140K
$3.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
269+ 0.48% |
$6.08K - $6.13K
|
55.9K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
13.5K+ 115.37% |
$305K - $307K
|
25.2K
$570K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-483- 2.14% |
$10.9K - $11K
|
22.1K
$500K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.14K+ 0.49% |
$48.4K - $48.8K
|
442K
$10M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
878+ 2.49% |
$19.9K - $20K
|
36.1K
$818K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-901- 0.9% |
$20.4K - $20.5K
|
99.1K
$2.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.13K+ 10.4% |
$93.4K - $94.2K
|
43.9K
$993K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.54K- 13.28% |
$34.8K - $35.1K
|
10.1K
$228K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11.1K+ 52.23% |
$250K - $252K
|
32.2K
$730K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.6K- 87.62% |
$104K - $105K
|
650
$14.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.79K+ 282.42% |
$108K - $109K
|
6.48K
$147K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.71M- 49.82% |
$38.7M - $39M
|
1.72M
$39M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.3K- 37.56% |
$300K - $303K
|
22.1K
$500K
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
96New |
$2.18K - $2.19K
|
96
$2.17K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
208New |
$4.72K - $4.75K
|
208
$4.71K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-604- 3.65% |
$13.7K - $13.8K
|
16K
$361K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$2.27K - $2.28K
|
100
$2.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.3K+ 410.36% |
$913K - $919K
|
50.1K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
183K+ 160.8% |
$4.16M - $4.18M
|
297K
$6.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
903+ 150.25% |
$20.5K - $20.6K
|
1.5K
$34.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
348New |
$7.9K - $7.94K
|
348
$7.88K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.3K- 2.39% |
$52.2K - $52.5K
|
93.8K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
682New |
$15.5K - $15.6K
|
682
$15.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
87+ 14.77% |
$1.97K - $1.99K
|
676
$15.3K
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.05K+ 7.7% |
$23.8K - $24K
|
14.7K
$333K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-65.5K- 89.64% |
$1.49M - $1.49M
|
7.57K
$171K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
31.3KNew |
$710K - $714K
|
31.3K
$709K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-207K- 99.65% |
$4.69M - $4.72M
|
720
$16.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.66K- 25.0% |
$106K - $106K
|
14K
$317K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-14.6K- 48.48% |
$331K - $333K
|
15.5K
$351K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 1.12% |
$24.1K - $24.3K
|
96.3K
$2.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-379- 0.3% |
$8.6K - $8.65K
|
125K
$2.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-871- 1.4% |
$19.8K - $19.9K
|
61.1K
$1.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.75KNew |
$62.4K - $62.8K
|
2.75K
$62.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-109K- 29.67% |
$2.48M - $2.49M
|
259K
$5.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-4.46K- 13.31% |
$101K - $102K
|
29K
$658K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-307- 49.36% |
$6.97K - $7.01K
|
315
$7.13K
|
|