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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
5.35K+ 2.74% |
$123K - $124K
|
201K
$4.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-78.5K- 39.74% |
$1.81M - $1.82M
|
119K
$2.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.2K- 5.23% |
$27.6K - $27.8K
|
21.7K
$501K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-52.4K- 39.09% |
$1.21M - $1.21M
|
81.7K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.02M+ 375.84% |
$23.5M - $23.7M
|
1.29M
$29.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-633- 3.23% |
$14.6K - $14.7K
|
19K
$438K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
94.1K+ 30.65% |
$2.17M - $2.19M
|
401K
$9.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.34K+ 3.99% |
$30.8K - $31.1K
|
34.9K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$34.5K - $34.8K
|
1.5K
$34.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
66.8K+ 163.63% |
$1.54M - $1.55M
|
108K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.12K+ 7.82% |
$187K - $189K
|
112K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.83KNew |
$42.2K - $42.6K
|
1.83K
$42.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
572+ 17.11% |
$13.2K - $13.3K
|
3.92K
$90.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.92K+ 7.0% |
$44.1K - $44.5K
|
29.3K
$677K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.59K- 20.64% |
$59.6K - $60.2K
|
9.96K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
7.14KNew |
$164K - $166K
|
7.14K
$165K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-54.3K- 70.36% |
$1.25M - $1.26M
|
22.9K
$528K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.4K- 59.92% |
$32.3K - $32.6K
|
939
$21.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
96.2KNew |
$2.22M - $2.24M
|
96.2K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
12.1KNew |
$279K - $281K
|
12.1K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-14K- 94.38% |
$323K - $326K
|
835
$19.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-405- 25.65% |
$9.32K - $9.41K
|
1.17K
$27.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 2.97% |
$714 - $720
|
1.08K
$24.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.69K+ 48.8% |
$131K - $132K
|
17.3K
$400K
|
|
|
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
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1K- 0.84% |
$23K - $23.2K
|
119K
$2.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.85K- 19.99% |
$135K - $136K
|
23.4K
$540K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
35.1K+ 60.15% |
$808K - $816K
|
93.5K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-27- 20.93% |
$622 - $627
|
102
$2.35K
|
|
|
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
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.6K- 74.8% |
$106K - $107K
|
1.55K
$35.8K
|
|
|
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
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-704K- 89.33% |
$16.2M - $16.4M
|
84.1K
$1.94M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-181- 1.85% |
$4.15K - $4.19K
|
9.59K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
564New |
$12.9K - $13.1K
|
564
$13K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-317K- 65.08% |
$7.28M - $7.35M
|
170K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-223- 2.25% |
$5.12K - $5.16K
|
9.69K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.04K+ 1.71% |
$23.9K - $24.1K
|
62K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-2.04K- 42.25% |
$46.7K - $47.2K
|
2.78K
$64.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-95.4K- 98.88% |
$2.19M - $2.21M
|
1.09K
$25K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
193+ 2.29% |
$4.43K - $4.47K
|
8.61K
$199K
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.01K- 49.35% |
$115K - $116K
|
5.14K
$119K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-909- 1.25% |
$20.9K - $21.1K
|
71.8K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
6.68KNew |
$153K - $155K
|
6.68K
$154K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-12.4K- 22.88% |
$285K - $288K
|
41.9K
$966K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
250New |
$5.74K - $5.79K
|
250
$5.77K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
821+ 129.09% |
$18.8K - $19K
|
1.46K
$33.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64K+ 11.17% |
$1.47M - $1.48M
|
637K
$14.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.3K- 17.28% |
$833K - $841K
|
174K
$4.01M
|
|