Latest Institutional Purchases of Invesco Exc Self Ind Tr Bullet (BSJS)
This list provides information on the latest institutional transactions involving Invesco Exc Self Ind Tr Bullet (BSJS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
146K+ 300.75% |
$3.17M - $3.24M
|
195K
$4.3M
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
82.4KNew |
$1.79M - $1.83M
|
82.4K
$1.82M
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
55.8KNew |
$1.21M - $1.24M
|
55.8K
$1.23M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
21.8K+ 62.53% |
$473K - $483K
|
56.7K
$1.25M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20.9K+ 81.01% |
$454K - $464K
|
46.8K
$1.03M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
18.9KNew |
$410K - $420K
|
18.9K
$417K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
18.8K+ 56.46% |
$407K - $416K
|
52K
$1.15M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
10K+ 13.45% |
$217K - $222K
|
84.6K
$1.86M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.44KNew |
$205K - $209K
|
9.44K
$208K
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.88K+ 85.08% |
$40.8K - $41.7K
|
4.09K
$90.2K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.19K+ 4.11% |
$25.8K - $26.4K
|
30.2K
$665K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
686New |
$14.9K - $15.2K
|
686
$15.1K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
604+ 1.63% |
$13.1K - $13.4K
|
37.6K
$829K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
547+ 0.29% |
$11.9K - $12.1K
|
186K
$4.1M
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
267New |
$5.79K - $5.92K
|
267
$5.88K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
250New |
$5.42K - $5.54K
|
250
$5.51K
|
|
Q3 2024 | |||||||
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
312K+ 61.06% |
$6.7M - $6.93M
|
823K
$18.1M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 36.88% |
$2.38M - $2.46M
|
411K
$9.06M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
105KNew |
$2.25M - $2.33M
|
105K
$2.31M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
90K+ 64.49% |
$1.93M - $2M
|
230K
$5.06M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
80.4K+ 32.24% |
$1.73M - $1.79M
|
330K
$7.27M
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
79.4KNew |
$1.71M - $1.76M
|
79.4K
$1.75M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
77.2K+ 21.89% |
$1.66M - $1.72M
|
430K
$9.48M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
69KNew |
$1.48M - $1.53M
|
69K
$1.52M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.5K+ 27.63% |
$1.28M - $1.32M
|
275K
$6.06M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
45.9K+ 79.62% |
$987K - $1.02M
|
104K
$2.28M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
43.3K+ 13.68% |
$931K - $963K
|
360K
$7.94M
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
37.8KNew |
$812K - $839K
|
37.8K
$832K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
33.7KNew |
$724K - $749K
|
33.7K
$743K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.4KNew |
$631K - $652K
|
29.4K
$647K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.5KNew |
$570K - $589K
|
26.5K
$585K
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
23.2KNew |
$500K - $517K
|
23.2K
$512K
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
15.9KNew |
$342K - $353K
|
15.9K
$350K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.7K+ 10.53% |
$316K - $326K
|
154K
$3.4M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
14KNew |
$302K - $312K
|
14K
$310K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.8K+ 213.42% |
$296K - $306K
|
20.2K
$445K
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.5K+ 5.52% |
$269K - $278K
|
239K
$5.28M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.4KNew |
$267K - $276K
|
12.4K
$273K
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
11.5KNew |
$247K - $256K
|
11.5K
$253K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
11KNew |
$236K - $244K
|
11K
$242K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 9.46% |
$232K - $240K
|
125K
$2.76M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 8.04% |
$229K - $237K
|
143K
$3.16M
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
10.6K+ 3.5% |
$227K - $235K
|
313K
$6.9M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.97KNew |
$214K - $221K
|
9.97K
$220K
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
9.06KNew |
$195K - $201K
|
9.06K
$200K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.06K+ 10.9% |
$130K - $135K
|
61.7K
$1.36M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.76K+ 150.43% |
$124K - $128K
|
9.59K
$211K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.67K+ 4196.3% |
$122K - $126K
|
5.8K
$128K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.16K+ 10.31% |
$111K - $115K
|
55.2K
$1.22M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.09K+ 79.6% |
$109K - $113K
|
11.5K
$253K
|