Latest Institutional Purchases of Invesco Self Indexed Fd Tr Bul (BSJT)
This list provides information on the latest institutional transactions involving Invesco Self Indexed Fd Tr Bul (BSJT) 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 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
180K+ 37.45% |
$3.84M - $3.93M
|
661K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
151KNew |
$3.22M - $3.3M
|
151K
$3.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
118KNew |
$2.53M - $2.58M
|
118K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
50.2K+ 20.4% |
$1.07M - $1.1M
|
297K
$6.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
29.9KNew |
$637K - $651K
|
29.9K
$645K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
23.8K+ 168.1% |
$507K - $519K
|
37.9K
$819K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
17K+ 21.68% |
$363K - $371K
|
95.4K
$2.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
16.4KNew |
$349K - $357K
|
16.4K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16.2KNew |
$345K - $353K
|
16.2K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.9KNew |
$298K - $304K
|
13.9K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
12.7KNew |
$272K - $278K
|
12.7K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
12KNew |
$257K - $263K
|
12K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$218K - $223K
|
10.2K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.94K+ 65.18% |
$84.1K - $86K
|
9.99K
$216K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.86KNew |
$39.6K - $40.5K
|
1.86K
$40.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 81.87% |
$33.7K - $34.5K
|
3.51K
$75.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.08K+ 29.25% |
$23K - $23.6K
|
4.77K
$103K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
490+ 2.29% |
$10.5K - $10.7K
|
21.8K
$472K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
373+ 1.73% |
$7.96K - $8.14K
|
21.9K
$473K
|
|
|
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
$711K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
177+ 0.57% |
$3.78K - $3.86K
|
31.1K
$671K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
357K+ 145.52% |
$7.49M - $7.86M
|
602K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
141K+ 56.49% |
$2.96M - $3.11M
|
391K
$8.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.5K+ 21.91% |
$1.48M - $1.55M
|
392K
$8.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.1K+ 46.27% |
$1.16M - $1.21M
|
174K
$3.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.7K+ 15.89% |
$1.02M - $1.07M
|
355K
$7.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.1K+ 2128.03% |
$528K - $554K
|
26.3K
$569K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.2KNew |
$446K - $468K
|
21.2K
$459K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.2K+ 37.22% |
$362K - $380K
|
63.5K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.9K+ 61.9% |
$333K - $350K
|
41.5K
$897K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.7K+ 85.7% |
$268K - $281K
|
27.6K
$597K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4KNew |
$260K - $273K
|
12.4K
$268K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
12.2KNew |
$256K - $268K
|
12.2K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10.8KNew |
$227K - $238K
|
10.8K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.68K+ 45.54% |
$203K - $213K
|
30.9K
$669K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
9.18KNew |
$193K - $202K
|
9.18K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.97K+ 26.42% |
$104K - $110K
|
23.8K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.36K+ 118.22% |
$91.6K - $96.1K
|
8.05K
$174K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.74K+ 135.94% |
$78.6K - $82.5K
|
6.49K
$140K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.49K+ 12.29% |
$73.2K - $76.8K
|
31.8K
$688K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.08K+ 17.25% |
$64.6K - $67.8K
|
20.9K
$452K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.35KNew |
$49.4K - $51.8K
|
2.35K
$50.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
849+ 3.78% |
$17.8K - $18.7K
|
23.3K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
457+ 692.42% |
$9.6K - $10.1K
|
523
$11.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
457+ 692.42% |
$9.6K - $10.1K
|
523
$11.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
328+ 2.03% |
$6.89K - $7.23K
|
16.4K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
195+ 3.7% |
$4.1K - $4.3K
|
5.47K
$118K
|
|
|
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
$42.4K
|
|