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 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
14KNew |
$305K - $317K
|
14K
$325K
|
|
|
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
$25.2K
|
|
| 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
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-453- 3.13% |
$9.82K - $10.5K
|
14K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
285New |
$6.18K - $6.58K
|
285
$6.59K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-35- 0.14% |
$758 - $808
|
25.2K
$583K
|
|
|
Nov 07, 2022
Q3 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
87.2KNew |
$1.89M - $2.01M
|
87.2K
$2.02M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
101New |
$2.19K - $2.33K
|
101
$2.34K
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
5.47K+ 5.7% |
$119K - $126K
|
101K
$2.35M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
377New |
$8.27K - $9K
|
377
$8.72K
|
|
|
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
|
Bartlett & Co. LLC
|
BUY
|
- |
1.45KNew |
$31.8K - $34.6K
|
1.45K
$33.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
737New |
$16.2K - $17.6K
|
737
$17K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-80.7KClosed |
$1.77M - $1.93M
|
0
$0
|
|
| 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
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-500Closed |
$11.7K - $12.3K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-5.55KClosed |
$129K - $136K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-500Closed |
$11.7K - $12.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
1+ 0.07% |
$24.2 - $24.6
|
1.4K
$32.3K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-8.12KClosed |
$199K - $201K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-823Closed |
$20.2K - $20.4K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-821Closed |
$20.1K - $20.3K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
2KNew |
$49K - $49.6K
|
2K
$46.3K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-27.1KClosed |
$665K - $670K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$98.9K - $100K
|
4.06K
$94K
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-16.6KClosed |
$388K - $406K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-510Closed |
$11.7K - $12.2K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.84KClosed |
$202K - $211K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.68KClosed |
$34.2K - $39.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-62Closed |
$1.26K - $1.46K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-500Closed |
$10.2K - $11.8K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-846Closed |
$17.2K - $19.9K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
-1.38KClosed |
$28.1K - $32.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-269KClosed |
$5.06M - $6.7M
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
497New |
$9.36K - $12.4K
|
497
$11.5K
|
|
|
Apr 22, 2020
Q1 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.81KClosed |
$166K - $220K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.98KClosed |
$47.9K - $49.1K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-300Closed |
$7.28K - $7.46K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Jan 03, 2024
Q1 2018
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
95+ 1.18% |
$2.27K - $2.39K
|
8.16K
$189K
|
|