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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
4.95K+ 20.97% |
$109K - $112K
|
28.5K
$647K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.9K+ 17.58% |
$152K - $156K
|
46.2K
$1.05M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
55.5KNew |
$1.22M - $1.26M
|
55.5K
$1.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.2K- 72.98% |
$533K - $548K
|
8.96K
$203K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
9KNew |
$198K - $204K
|
9K
$204K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-437- 7.51% |
$9.62K - $9.9K
|
5.38K
$122K
|
|
| Q4 2022 | |||||||
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
12.1KNew |
$260K - $273K
|
12.1K
$274K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-495- 24.85% |
$10.7K - $11.2K
|
1.5K
$33.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
388+ 4.07% |
$8.35K - $8.75K
|
9.92K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
24.8KNew |
$534K - $559K
|
24.8K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
719+ 177.97% |
$15.5K - $16.2K
|
1.12K
$25.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
SELL
|
- |
-64.5K- 61.75% |
$1.39M - $1.45M
|
40K
$905K
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-9.15K- 18.67% |
$197K - $206K
|
39.9K
$903K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 3.01% |
$51.9K - $54.4K
|
82.7K
$1.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.9K+ 213.45% |
$84K - $88K
|
5.73K
$130K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
19KNew |
$408K - $428K
|
19K
$430K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
14.1KNew |
$303K - $318K
|
14.1K
$319K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2K+ 1.97% |
$43K - $45K
|
103K
$2.34M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
777New |
$16.7K - $17.5K
|
777
$17.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
982New |
$21.1K - $22.1K
|
982
$22.2K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-977Closed |
$21.1K - $22.4K
|
0
$0
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-88.2K- 89.09% |
$1.9M - $2.02M
|
10.8K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.41KNew |
$30.3K - $32.3K
|
1.41K
$31.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-114- 0.8% |
$2.46K - $2.62K
|
14.1K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-84- 0.46% |
$1.81K - $1.93K
|
18K
$409K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.61K+ 14.36% |
$121K - $129K
|
44.7K
$1.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
99New |
$2.13K - $2.27K
|
99
$2.24K
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
4.31K+ 1.98% |
$92.8K - $98.8K
|
222K
$5.02M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-8.42KClosed |
$182K - $201K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-982Closed |
$21.3K - $23.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12KClosed |
$261K - $288K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12.6KNew |
$274K - $302K
|
12.6K
$286K
|
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-4.67KClosed |
$101K - $112K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
227KNew |
$4.92M - $5.42M
|
227K
$5.14M
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-104- 0.42% |
$2.25K - $2.49K
|
24.7K
$560K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
360New |
$7.8K - $8.61K
|
360
$8.15K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
977New |
$21.2K - $23.4K
|
977
$22.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
131New |
$2.84K - $3.13K
|
131
$2.97K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-282- 61.04% |
$6.11K - $6.75K
|
180
$4.08K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-13.7K- 78.04% |
$322K - $343K
|
3.87K
$87.6K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.55KClosed |
$36.3K - $38.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-255KClosed |
$5.98M - $6.37M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 0.02% |
$46.8 - $49.9
|
11.7K
$266K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-5.45KClosed |
$127K - $136K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-500- 20.24% |
$11.7K - $12.5K
|
1.97K
$44.6K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
10K+ 71.74% |
$247K - $252K
|
24K
$544K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-46Closed |
$1.13K - $1.16K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.75KNew |
$43.6K - $44.2K
|
1.75K
$39.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-983Closed |
$24.5K - $24.8K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-401Closed |
$10K - $10.1K
|
0
$0
|
|