Purchases and Sales Made in Q3 2024 in Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO) during Q3 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.4K- 42.47% |
$257K - $259K
|
15.4K
$349K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.3K- 37.56% |
$300K - $303K
|
22.1K
$500K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.2K- 40.47% |
$366K - $369K
|
23.8K
$539K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-17.4K- 18.21% |
$393K - $397K
|
78.2K
$1.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-21.1K- 60.81% |
$476K - $480K
|
13.6K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-35.1K- 31.54% |
$794K - $801K
|
76.3K
$1.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-40.2K- 47.8% |
$909K - $916K
|
43.9K
$994K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-47.9K- 59.51% |
$1.08M - $1.09M
|
32.6K
$738K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-69.2K- 14.38% |
$1.57M - $1.58M
|
412K
$9.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-150K- 30.05% |
$3.4M - $3.43M
|
350K
$7.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-307K- 76.99% |
$6.94M - $6.99M
|
91.7K
$2.08M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.71M- 49.82% |
$38.7M - $39M
|
1.72M
$39M
|