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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-8.23KClosed |
$205K - $208K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
1.18KNew |
$29.3K - $29.7K
|
1.18K
$26.6K
|
|
| Q2 2021 | |||||||
|
Nov 12, 2021
Q2 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.53KClosed |
$38.2K - $38.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-140KClosed |
$3.48M - $3.51M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-400Closed |
$9.98K - $10.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
6New |
$150 - $151
|
6
$136
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
800+ 8.1% |
$20K - $20.1K
|
10.7K
$242K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-878Closed |
$21.9K - $22.1K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
733New |
$18.3K - $18.4K
|
733
$16.6K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-201Closed |
$4.98K - $5.04K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-487Closed |
$12.1K - $12.2K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-700Closed |
$17.4K - $17.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-9.24KClosed |
$222K - $230K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 29, 2020
Q3 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.87KClosed |
$208K - $217K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-220Closed |
$5.17K - $5.38K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-580Closed |
$12.4K - $13.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-59Closed |
$1.26K - $1.42K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-485Closed |
$10.4K - $11.7K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
-1.35KClosed |
$28.9K - $32.4K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-260KClosed |
$5.15M - $6.65M
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
485New |
$9.58K - $12.4K
|
485
$11K
|
|
|
May 15, 2020
Q1 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.4KClosed |
$27.7K - $35.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-640Closed |
$12.6K - $16.3K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Dearborn Partners LLC
|
SELL
|
- |
-14.4KClosed |
$285K - $368K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.52KClosed |
$168K - $217K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.01K+ 9.77% |
$125K - $127K
|
56.3K
$1.27M
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.9KClosed |
$47.5K - $48.3K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26.6KNew |
$664K - $676K
|
26.6K
$602K
|
|
| Q3 2019 | |||||||
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.95KClosed |
$48.7K - $49.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-650Closed |
$16.1K - $16.5K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.14KClosed |
$96.4K - $103K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
14.7KNew |
$359K - $367K
|
14.7K
$332K
|
|
| Q4 2017 | |||||||
|
Jan 03, 2024
Q4 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.46K+ 77.28% |
$88K - $90.1K
|
7.94K
$180K
|
|