Latest Institutional Purchases of Invesco Et Self Idxd Fd Tr Bul (BSJO)
This list provides information on the latest institutional transactions involving Invesco Et Self Idxd Fd Tr Bul (BSJO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
93+ 0.57% |
$2.1K - $2.12K
|
16.5K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
71+ 0.59% |
$1.61K - $1.62K
|
12K
$273K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
42+ 1.22% |
$950 - $957
|
3.49K
$79.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
38+ 0.32% |
$859 - $866
|
12.1K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24+ 0.87% |
$543 - $547
|
2.79K
$63.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$22.6 - $22.8
|
1
$22.7
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
394KNew |
$8.95M - $9M
|
394K
$8.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
183K+ 160.8% |
$4.16M - $4.18M
|
297K
$6.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.3K+ 410.36% |
$913K - $919K
|
50.1K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
31.3KNew |
$710K - $714K
|
31.3K
$710K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.75KNew |
$62.4K - $62.8K
|
2.75K
$62.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 1.12% |
$24.1K - $24.3K
|
96.3K
$2.18M
|
|
|
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 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 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
682New |
$15.5K - $15.6K
|
682
$15.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
348New |
$7.9K - $7.94K
|
348
$7.89K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
208New |
$4.72K - $4.75K
|
208
$4.72K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$2.27K - $2.28K
|
100
$2.27K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
96New |
$2.18K - $2.19K
|
96
$2.18K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
87+ 14.77% |
$1.97K - $1.99K
|
676
$15.3K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107K+ 16.33% |
$2.42M - $2.43M
|
761K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
64.2KNew |
$1.45M - $1.46M
|
64.2K
$1.46M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.54K+ 2.45% |
$57.6K - $57.9K
|
106K
$2.41M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.42K+ 0.91% |
$54.8K - $55.1K
|
270K
$6.11M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.16MNew |
$26M - $26.5M
|
1.16M
$26.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
41.8K+ 9.74% |
$935K - $952K
|
471K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.7KNew |
$619K - $631K
|
27.7K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.9K+ 30.97% |
$467K - $476K
|
88.4K
$2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
19.6K+ 16.45% |
$438K - $447K
|
139K
$3.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
12.3KNew |
$276K - $281K
|
12.3K
$280K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
8.88K+ 29.38% |
$199K - $202K
|
39.1K
$887K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
8.53KNew |
$191K - $194K
|
8.53K
$194K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.32K+ 34.03% |
$186K - $189K
|
32.8K
$743K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.5K+ 39.37% |
$55.9K - $56.9K
|
8.85K
$201K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.36KNew |
$52.7K - $53.6K
|
2.36K
$53.4K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.72K+ 12.24% |
$38.4K - $39.1K
|
15.8K
$358K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.41KNew |
$31.5K - $32.1K
|
1.41K
$31.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
278New |
$6.22K - $6.33K
|
278
$6.31K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
7+ 0.09% |
$157 - $159
|
7.95K
$180K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
210KNew |
$4.7M - $4.74M
|
210K
$4.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
5.04KNew |
$113K - $114K
|
5.04K
$114K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.93KNew |
$43.2K - $43.6K
|
1.93K
$43.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.52KNew |
$34K - $34.3K
|
1.52K
$34.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.15K+ 2.4% |
$25.8K - $26K
|
49K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
436+ 3.72% |
$9.78K - $9.86K
|
12.2K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10New |
$224 - $226
|
10
$227
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5+ 0.06% |
$112 - $113
|
9.05K
$205K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
9.3KNew |
$207K - $210K
|
9.3K
$211K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
825New |
$18.3K - $18.6K
|
825
$18.7K
|
|