Latest Institutional Transactions on Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information on the latest institutional transactions involving Invesco Self Indexed Fd Tr Bul (BSJT) 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 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$218K - $223K
|
10.2K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
219+ 0.67% |
$4.67K - $4.78K
|
32.9K
$708K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
180K+ 37.45% |
$3.84M - $3.93M
|
661K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 81.87% |
$33.7K - $34.5K
|
3.51K
$75.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
151KNew |
$3.22M - $3.3M
|
151K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
12.7KNew |
$272K - $278K
|
12.7K
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
23.8K+ 168.1% |
$507K - $519K
|
37.9K
$816K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
373+ 1.73% |
$7.96K - $8.14K
|
21.9K
$471K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
16.4KNew |
$349K - $357K
|
16.4K
$352K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
177+ 0.57% |
$3.78K - $3.86K
|
31.1K
$669K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
29.9KNew |
$637K - $651K
|
29.9K
$643K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.86KNew |
$39.6K - $40.5K
|
1.86K
$40K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.08K+ 29.25% |
$23K - $23.6K
|
4.77K
$103K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10.8KNew |
$227K - $238K
|
10.8K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.7K+ 85.7% |
$268K - $281K
|
27.6K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.68K+ 45.54% |
$203K - $213K
|
30.9K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
457+ 692.42% |
$9.6K - $10.1K
|
523
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.1K+ 2128.03% |
$528K - $554K
|
26.3K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
195+ 3.7% |
$4.1K - $4.3K
|
5.47K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-26.2K- 71.43% |
$550K - $577K
|
10.5K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
141K+ 56.49% |
$2.96M - $3.11M
|
391K
$8.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
849+ 3.78% |
$17.8K - $18.7K
|
23.3K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.1K+ 46.27% |
$1.16M - $1.21M
|
174K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.86K- 10.28% |
$102K - $107K
|
42.4K
$912K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.08K+ 17.25% |
$64.6K - $67.8K
|
20.9K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
328+ 2.03% |
$6.89K - $7.23K
|
16.4K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.9K+ 61.9% |
$333K - $350K
|
41.5K
$893K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.74K+ 135.94% |
$78.6K - $82.5K
|
6.49K
$140K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.7K+ 15.89% |
$1.02M - $1.07M
|
355K
$7.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.36K+ 118.22% |
$91.6K - $96.1K
|
8.05K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.2K- 50.18% |
$215K - $226K
|
10.2K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
357K+ 145.52% |
$7.49M - $7.86M
|
602K
$13M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
78.4KNew |
$1.65M - $1.73M
|
78.4K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.5K+ 21.91% |
$1.48M - $1.55M
|
392K
$8.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
457+ 692.42% |
$9.6K - $10.1K
|
523
$11.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
9.18KNew |
$193K - $202K
|
9.18K
$197K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.35KNew |
$49.4K - $51.8K
|
2.35K
$50.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.38K+ 29.44% |
$28.9K - $30.3K
|
6.05K
$130K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
12.2KNew |
$256K - $268K
|
12.2K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
36.1K+ 17.18% |
$758K - $796K
|
246K
$5.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.2K+ 37.22% |
$362K - $380K
|
63.5K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-33- 0.15% |
$693 - $727
|
21.4K
$459K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.2KNew |
$446K - $468K
|
21.2K
$457K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.97K+ 26.42% |
$104K - $110K
|
23.8K
$512K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.49K+ 12.29% |
$73.2K - $76.8K
|
31.8K
$685K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4KNew |
$260K - $273K
|
12.4K
$267K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
700New |
$14.5K - $14.9K
|
700
$15.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
520+ 36.11% |
$10.8K - $11.1K
|
1.96K
$42.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.63KNew |
$34.1K - $34.7K
|
1.63K
$35.1K
|
|