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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.6KNew |
$531K - $545K
|
25.6K
$556K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.93K- 16.15% |
$81.5K - $83.5K
|
20.4K
$442K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
66New |
$1.37K - $1.4K
|
66
$1.43K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1K+ 57.44% |
$20.8K - $21.3K
|
2.75K
$59.7K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.73K- 23.06% |
$139K - $143K
|
22.4K
$487K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.11K- 12.24% |
$106K - $109K
|
36.6K
$795K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
700New |
$14.5K - $14.9K
|
700
$15.2K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
157K+ 168.6% |
$3.25M - $3.33M
|
250K
$5.41M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.4K+ 21.62% |
$174K - $179K
|
47.3K
$1.03M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.92K+ 13.49% |
$39.7K - $40.7K
|
16.1K
$350K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$20.7 - $21.3
|
17.8K
$387K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
149+ 0.71% |
$3.09K - $3.17K
|
21.3K
$461K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
520+ 36.11% |
$10.8K - $11.1K
|
1.96K
$42.5K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
55.7K+ 22.22% |
$1.15M - $1.18M
|
306K
$6.65M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-24.6K- 62.37% |
$511K - $524K
|
14.9K
$323K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.8K+ 5.96% |
$37.3K - $38.2K
|
32K
$693K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.28KNew |
$109K - $112K
|
5.28K
$114K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.3K+ 27.97% |
$1.46M - $1.49M
|
322K
$6.98M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.1K+ 37.66% |
$1.39M - $1.43M
|
245K
$5.32M
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
107K+ 103.59% |
$2.22M - $2.27M
|
210K
$4.56M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.69KNew |
$76.5K - $78.4K
|
3.69K
$80K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
66New |
$1.37K - $1.4K
|
66
$1.43K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.67KNew |
$96.8K - $99.2K
|
4.67K
$101K
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.25K+ 11.75% |
$46.6K - $47.8K
|
21.4K
$464K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.6KNew |
$199K - $204K
|
9.6K
$208K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.62K+ 10.19% |
$54.4K - $55.7K
|
28.4K
$615K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.8KNew |
$390K - $400K
|
18.8K
$408K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.6K+ 33.25% |
$239K - $245K
|
46.3K
$1M
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
5.5K+ 44.19% |
$114K - $117K
|
18K
$390K
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
381KNew |
$7.9M - $8.09M
|
381K
$8.26M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.6KNew |
$33.1K - $33.9K
|
1.6K
$34.6K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.1K+ 38.82% |
$545K - $555K
|
93.3K
$2.02M
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.63KNew |
$34.1K - $34.7K
|
1.63K
$35.4K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.18KNew |
$24.7K - $25.1K
|
1.18K
$25.6K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14- 6.51% |
$293 - $298
|
201
$4.36K
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$282K - $287K
|
13.5K
$293K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.94K - $2.13K
|
100
$2.17K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.9KNew |
$405K - $445K
|
20.9K
$453K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.26K- 12.92% |
$84.3K - $87.8K
|
28.7K
$623K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
22KNew |
$439K - $454K
|
22K
$477K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.58KNew |
$31.3K - $33.4K
|
1.58K
$34.3K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
23.1KNew |
$458K - $488K
|
23.1K
$502K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
136New |
$2.7K - $2.87K
|
136
$2.95K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-42- 0.17% |
$805 - $914
|
24.3K
$527K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.35KNew |
$25.9K - $29.4K
|
1.35K
$29.3K
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.48KClosed |
$210K - $233K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.74KNew |
$38.6K - $42.8K
|
1.74K
$37.7K
|