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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
183K+ 160.8% |
$4.16M - $4.18M
|
297K
$6.73M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.34K- 6.63% |
$53.1K - $53.4K
|
33K
$747K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
262+ 1.55% |
$5.94K - $5.98K
|
17.1K
$388K
|
|
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 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.19K- 2.53% |
$49.6K - $49.9K
|
84.1K
$1.91M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
682New |
$15.5K - $15.6K
|
682
$15.4K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67.3K+ 45441.89% |
$1.53M - $1.53M
|
67.4K
$1.53M
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
27+ 0.99% |
$613 - $616
|
2.77K
$62.7K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-37.4K- 80.56% |
$849K - $854K
|
9.03K
$205K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-11.2K- 45.53% |
$255K - $256K
|
13.4K
$304K
|
|
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 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 2.12% |
$307K - $309K
|
654K
$14.8M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
854+ 6.69% |
$19.4K - $19.5K
|
13.6K
$309K
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6.17K- 5.61% |
$140K - $141K
|
104K
$2.35M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-44.3K- 68.94% |
$1.01M - $1.01M
|
20K
$452K
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-5.86K- 3.2% |
$133K - $134K
|
177K
$4.02M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-91.9K- 12.87% |
$2.09M - $2.1M
|
622K
$14.1M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
31.3KNew |
$710K - $714K
|
31.3K
$709K
|
|
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 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
|
Larson Financial Group LLC
|
BUY
|
- |
3.73K+ 60.37% |
$84.5K - $85K
|
9.9K
$224K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.26K+ 23.05% |
$142K - $143K
|
33.4K
$757K
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.66K- 25.0% |
$106K - $106K
|
14K
$317K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
53K+ 83.08% |
$1.2M - $1.21M
|
117K
$2.65M
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.84K+ 166.29% |
$87.1K - $87.6K
|
6.15K
$139K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 1.12% |
$24.1K - $24.3K
|
96.3K
$2.18M
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-14.6K- 48.48% |
$331K - $333K
|
15.5K
$351K
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-379- 0.3% |
$8.6K - $8.65K
|
125K
$2.84M
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-460K- 99.54% |
$10.4M - $10.5M
|
2.11K
$47.8K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-871- 1.4% |
$19.8K - $19.9K
|
61.1K
$1.38M
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-192- 0.95% |
$4.36K - $4.38K
|
20K
$454K
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
631+ 1.43% |
$14.3K - $14.4K
|
44.9K
$1.02M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.75KNew |
$62.4K - $62.8K
|
2.75K
$62.3K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
679+ 2.4% |
$15.4K - $15.5K
|
29K
$656K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-17- 4.13% |
$386 - $388
|
395
$8.95K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.71K- 14.21% |
$152K - $153K
|
40.5K
$918K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.95K+ 594.56% |
$66.9K - $67.3K
|
3.45K
$78K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-18.8K- 51.43% |
$426K - $429K
|
17.7K
$402K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-109K- 29.67% |
$2.48M - $2.49M
|
259K
$5.87M
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.08K+ 21.07% |
$47.2K - $47.5K
|
12K
$271K
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-4.46K- 13.31% |
$101K - $102K
|
29K
$658K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.24K- 14.71% |
$73.5K - $73.9K
|
18.8K
$425K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-307- 49.36% |
$6.97K - $7.01K
|
315
$7.13K
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
394KNew |
$8.95M - $9M
|
394K
$8.93M
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-112K- 25.13% |
$2.55M - $2.56M
|
334K
$7.57M
|
|
Q1 2024 | |||||||
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.3K+ 2.3% |
$74.7K - $75.1K
|
147K
$3.32M
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-208- 88.14% |
$4.71K - $4.73K
|
28
$634
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
64.2KNew |
$1.45M - $1.46M
|
64.2K
$1.45M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.14K- 9.92% |
$25.8K - $25.9K
|
10.3K
$234K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.4K- 53.59% |
$371K - $373K
|
14.2K
$321K
|