Latest Institutional Transactions on Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information on the latest institutional transactions involving Invesco Et Sf Idxd Fd Tr Bulle (BSJP) 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 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 16.14% |
$52.8K - $53.3K
|
11.9K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.28K+ 8.71% |
$29.4K - $29.7K
|
15.9K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1K- 0.84% |
$23K - $23.2K
|
119K
$2.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.85K- 19.99% |
$135K - $136K
|
23.4K
$540K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
901+ 4.88% |
$20.7K - $20.9K
|
19.4K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-27- 20.93% |
$622 - $627
|
102
$2.35K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
68.5KNew |
$1.58M - $1.59M
|
68.5K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
52.1KNew |
$1.2M - $1.21M
|
52.1K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
84.8K+ 22.36% |
$1.95M - $1.97M
|
464K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.72K- 4.8% |
$39.6K - $40K
|
34.1K
$786K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30KNew |
$691K - $697K
|
30K
$692K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
272KNew |
$6.25M - $6.31M
|
272K
$6.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
72.7K+ 32.88% |
$1.67M - $1.69M
|
294K
$6.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
782+ 1.58% |
$18K - $18.2K
|
50.2K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-4.87K- 19.17% |
$112K - $113K
|
20.5K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51.8K+ 318.52% |
$1.19M - $1.2M
|
68K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
601+ 2.69% |
$13.8K - $14K
|
22.9K
$529K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 16.79% |
$1.01K - $1.02K
|
306
$7.06K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.5K- 9.56% |
$80.5K - $81.2K
|
33.1K
$763K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350+ 1.1% |
$8.06K - $8.13K
|
32.1K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-79.5K- 28.71% |
$1.83M - $1.85M
|
197K
$4.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.68K+ 5.66% |
$38.7K - $39K
|
31.3K
$723K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.35K+ 2.32% |
$146K - $148K
|
280K
$6.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
BUY
|
- |
475+ 0.48% |
$10.9K - $11K
|
100K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
35.3K+ 10.33% |
$814K - $821K
|
377K
$8.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.6K- 7.97% |
$82.9K - $83.7K
|
41.6K
$959K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.5K+ 68.48% |
$196K - $197K
|
20.9K
$483K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.3K+ 63.54% |
$29.9K - $30.2K
|
3.35K
$77.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.27K+ 0.72% |
$75.2K - $75.9K
|
459K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.72K- 4.86% |
$39.7K - $40K
|
33.8K
$779K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.6K- 74.8% |
$106K - $107K
|
1.55K
$35.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9.08KNew |
$209K - $211K
|
9.08K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.1K+ 7.2% |
$94.4K - $95.2K
|
61K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
58+ 0.14% |
$1.34K - $1.35K
|
41.2K
$950K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-12.4K- 5.61% |
$284K - $287K
|
208K
$4.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
873+ 1.56% |
$20.1K - $20.3K
|
57K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-704K- 89.33% |
$16.2M - $16.4M
|
84.1K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-15.9K- 18.2% |
$366K - $369K
|
71.4K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-250- 58.82% |
$5.76K - $5.81K
|
175
$4.04K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-41.2K- 76.08% |
$948K - $957K
|
13K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-310K- 11.07% |
$7.14M - $7.2M
|
2.49M
$57.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.06K+ 17.68% |
$70.5K - $71.1K
|
20.4K
$470K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
254+ 1.31% |
$5.85K - $5.9K
|
19.6K
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.08K+ 36.27% |
$209K - $211K
|
34.1K
$787K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
989+ 2.76% |
$22.8K - $23K
|
36.9K
$850K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.06K- 2.28% |
$70.3K - $71K
|
131K
$3.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
28.1K+ 4.52% |
$647K - $653K
|
650K
$15M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-4.11K- 3.87% |
$94.5K - $95.4K
|
102K
$2.35M
|
|
| Q3 2024 | |||||||
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-14.2K- 48.84% |
$325K - $328K
|
14.8K
$343K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-181- 1.85% |
$4.15K - $4.19K
|
9.59K
$221K
|
|