Purchases and Sales Made in Q4 2023 in Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SF IDXD FD TR BULLE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-546- 8.15% |
$12.1K - $12.5K
|
6.15K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-620- 5.25% |
$13.8K - $14.2K
|
11.2K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-663- 1.28% |
$14.7K - $15.2K
|
51.3K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.42K- 27.57% |
$31.5K - $32.4K
|
3.72K
$86.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.78K- 3.74% |
$39.6K - $40.9K
|
45.9K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2K- 5.54% |
$44.4K - $45.8K
|
34.1K
$789K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.1K- 7.81% |
$46.7K - $48.1K
|
24.8K
$574K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.2K- 4.56% |
$48.9K - $50.4K
|
46K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-3.08K- 3.72% |
$68.5K - $70.6K
|
79.7K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.24K- 3.01% |
$72K - $74.2K
|
104K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.03K- 3.43% |
$89.7K - $92.4K
|
114K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.77K- 9.21% |
$106K - $109K
|
47K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-5.25K- 1.91% |
$117K - $120K
|
269K
$6.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5.38K- 5.56% |
$120K - $123K
|
91.5K
$2.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.1K- 13.8% |
$136K - $140K
|
38.1K
$883K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.69K- 7.9% |
$149K - $153K
|
78K
$1.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-10K- 39.36% |
$222K - $229K
|
15.4K
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-10.3K- 8.18% |
$229K - $237K
|
116K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-13.4K- 11.37% |
$298K - $307K
|
105K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.6K- 14.35% |
$347K - $358K
|
93.2K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-19.6K- 12.73% |
$435K - $448K
|
134K
$3.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-20.1K- 36.41% |
$447K - $461K
|
35.1K
$814K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-21.5K- 7.11% |
$479K - $494K
|
281K
$6.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-25.6K- 8.93% |
$570K - $588K
|
262K
$6.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-29.1K- 5.85% |
$647K - $667K
|
468K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-40.6K- 16.19% |
$902K - $930K
|
210K
$4.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.1K- 6.33% |
$957K - $987K
|
638K
$14.8M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-54.1K- 37.96% |
$1.2M - $1.24M
|
88.4K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-72.1K- 13.97% |
$1.6M - $1.65M
|
444K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-93.9K- 20.08% |
$2.09M - $2.15M
|
374K
$8.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-131K- 93.25% |
$2.91M - $3M
|
9.48K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-262K- 33.11% |
$5.82M - $6M
|
529K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-412K- 57.43% |
$9.15M - $9.44M
|
305K
$7.07M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-465K- 42.16% |
$10.3M - $10.6M
|
638K
$14.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-572K- 96.81% |
$12.7M - $13.1M
|
18.8K
$436K
|