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 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
915New |
$20.3K - $21K
|
915
$21.1K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
87+ 0.71% |
$1.95K - $1.98K
|
12.3K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 10.32% |
$35.9K - $36.4K
|
13.9K
$321K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
781+ 1.62% |
$17.5K - $17.8K
|
49K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.36K- 12.09% |
$30.5K - $31K
|
9.91K
$229K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
13.8KNew |
$310K - $314K
|
13.8K
$319K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.63KNew |
$36.6K - $37.1K
|
1.63K
$37.7K
|
|
| Q2 2023 | |||||||
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
250New |
$5.57K - $5.65K
|
250
$5.77K
|
|
|
Aug 11, 2023
Q2 2023
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
25.5MNew |
$568M - $577M
|
25.5M
$589M
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
191+ 1.6% |
$4.25K - $4.31K
|
12.2K
$281K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.25KNew |
$27.9K - $28.3K
|
1.25K
$28.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-20.3K- 71.13% |
$451K - $458K
|
8.23K
$190K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.98K- 15.48% |
$44.2K - $44.8K
|
10.8K
$250K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.6K- 90.58% |
$35.6K - $36.1K
|
166
$3.83K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
271+ 2.25% |
$6.04K - $6.12K
|
12.3K
$284K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
449New |
$9.9K - $10.2K
|
449
$10.4K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3KNew |
$580K - $597K
|
26.3K
$607K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20.3KNew |
$447K - $461K
|
20.3K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
36.1KNew |
$795K - $819K
|
36.1K
$832K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.6KNew |
$299K - $308K
|
13.6K
$313K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-9.13K- 91.96% |
$201K - $207K
|
798
$18.4K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.49K+ 13.43% |
$54.8K - $56.5K
|
21K
$485K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
43.8KNew |
$966K - $995K
|
43.8K
$1.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.92KNew |
$86.3K - $88.9K
|
3.92K
$90.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.02KNew |
$22.1K - $22.9K
|
1.02K
$23.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.8KNew |
$1.45M - $1.51M
|
66.8K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
21KNew |
$457K - $475K
|
21K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
11.3KNew |
$246K - $256K
|
11.3K
$262K
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
9.06KNew |
$197K - $204K
|
9.06K
$209K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
14KNew |
$305K - $317K
|
14K
$324K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
81New |
$1.76K - $1.83K
|
81
$1.87K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.75K+ 2.7% |
$59.6K - $61.9K
|
104K
$2.41M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.09KNew |
$23.6K - $24.5K
|
1.09K
$25.1K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.45KClosed |
$31.5K - $33.5K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
285New |
$6.18K - $6.58K
|
285
$6.57K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-35- 0.14% |
$758 - $808
|
25.2K
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-453- 3.13% |
$9.82K - $10.5K
|
14K
$323K
|
|
|
Nov 07, 2022
Q3 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
87.2KNew |
$1.89M - $2.01M
|
87.2K
$2.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
101New |
$2.19K - $2.33K
|
101
$2.33K
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
5.47K+ 5.7% |
$119K - $126K
|
101K
$2.34M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
377New |
$8.27K - $9K
|
377
$8.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.5KClosed |
$230K - $250K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-978Closed |
$21.4K - $23.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-49KClosed |
$1.07M - $1.17M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
737New |
$16.2K - $17.6K
|
737
$17K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.45KNew |
$31.8K - $34.6K
|
1.45K
$33.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-80.7KClosed |
$1.77M - $1.93M
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
129New |
$2.83K - $3.08K
|
129
$2.98K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14KClosed |
$325K - $342K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-49KClosed |
$1.14M - $1.2M
|
0
$0
|
|