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 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
9.05K+ 20.02% |
$208K - $210K
|
54.3K
$1.26M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19K+ 78.18% |
$437K - $441K
|
43.3K
$1M
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.69K+ 48.8% |
$131K - $132K
|
17.3K
$401K
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
12.8KNew |
$295K - $298K
|
12.8K
$296K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
18.2K+ 20.24% |
$418K - $422K
|
108K
$2.49M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
32K+ 202.31% |
$736K - $743K
|
47.8K
$1.11M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 2.97% |
$714 - $720
|
1.08K
$24.9K
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
936+ 4.29% |
$21.5K - $21.7K
|
22.8K
$526K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.75K+ 2.76% |
$40.2K - $40.5K
|
65K
$1.5M
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-38.5K- 14.4% |
$887K - $895K
|
229K
$5.3M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.21K+ 3.7% |
$27.8K - $28.1K
|
33.9K
$784K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.08K- 4.28% |
$24.9K - $25.1K
|
24.2K
$560K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.14K+ 7.79% |
$26.3K - $26.6K
|
15.8K
$366K
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
6.22K+ 7.72% |
$143K - $145K
|
86.8K
$2.01M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.38K+ 0.78% |
$101K - $102K
|
564K
$13M
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
17.1KNew |
$394K - $398K
|
17.1K
$396K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 16.14% |
$52.8K - $53.3K
|
11.9K
$276K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.85K- 19.99% |
$135K - $136K
|
23.4K
$542K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.28K+ 8.71% |
$29.4K - $29.7K
|
15.9K
$369K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
35.1K+ 60.15% |
$808K - $816K
|
93.5K
$2.16M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
901+ 4.88% |
$20.7K - $20.9K
|
19.4K
$448K
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1K- 0.84% |
$23K - $23.2K
|
119K
$2.74M
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
84.8K+ 22.36% |
$1.95M - $1.97M
|
464K
$10.7M
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
52.1KNew |
$1.2M - $1.21M
|
52.1K
$1.21M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
68.5KNew |
$1.58M - $1.59M
|
68.5K
$1.59M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-27- 20.93% |
$622 - $627
|
102
$2.36K
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
72.7K+ 32.88% |
$1.67M - $1.69M
|
294K
$6.79M
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.72K- 4.8% |
$39.6K - $40K
|
34.1K
$788K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30KNew |
$691K - $697K
|
30K
$694K
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
272KNew |
$6.25M - $6.31M
|
272K
$6.28M
|
|
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
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51.8K+ 318.52% |
$1.19M - $1.2M
|
68K
$1.57M
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-4.87K- 19.17% |
$112K - $113K
|
20.5K
$475K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-79.5K- 28.71% |
$1.83M - $1.85M
|
197K
$4.57M
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.35K+ 2.32% |
$146K - $148K
|
280K
$6.48M
|
|
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
$725K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.5K- 9.56% |
$80.5K - $81.2K
|
33.1K
$765K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 16.79% |
$1.01K - $1.02K
|
306
$7.08K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350+ 1.1% |
$8.06K - $8.13K
|
32.1K
$741K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
601+ 2.69% |
$13.8K - $14K
|
22.9K
$530K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.5K+ 68.48% |
$196K - $197K
|
20.9K
$484K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.6K- 7.97% |
$82.9K - $83.7K
|
41.6K
$962K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
35.3K+ 10.33% |
$814K - $821K
|
377K
$8.73M
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
BUY
|
- |
475+ 0.48% |
$10.9K - $11K
|
100K
$2.31M
|
|
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
$77.4K
|
|
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
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.1K+ 7.2% |
$94.4K - $95.2K
|
61K
$1.41M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9.08KNew |
$209K - $211K
|
9.08K
$210K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.6K- 74.8% |
$106K - $107K
|
1.55K
$35.9K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.72K- 4.86% |
$39.7K - $40K
|
33.8K
$781K
|