Latest Institutional Transactions on Invesco Exchange Self Ind Tr (BSMU)
This table provides information on the latest institutional transactions involving Invesco Exchange Self Ind Tr (BSMU) 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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.6KNew |
$55.9K - $57.3K
|
2.6K
$55.5K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.27K+ 9.97% |
$27.2K - $27.9K
|
13.9K
$298K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.81K- 17.27% |
$168K - $172K
|
37.4K
$798K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.4KNew |
$224K - $229K
|
10.4K
$222K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.85K+ 4.75% |
$212K - $217K
|
217K
$4.63M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.66K+ 9.01% |
$186K - $191K
|
105K
$2.24M
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.35K- 1.01% |
$29.1K - $29.8K
|
132K
$2.82M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.13K+ 3.94% |
$24.4K - $25K
|
29.9K
$637K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.5K+ 36.84% |
$376K - $386K
|
65K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-99- 0.47% |
$2.13K - $2.18K
|
20.8K
$443K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.89K+ 7.07% |
$127K - $130K
|
89.2K
$1.9M
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
6.66K+ 62.31% |
$143K - $147K
|
17.4K
$370K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.77K+ 29.11% |
$145K - $149K
|
30K
$640K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.86K+ 39.58% |
$40K - $41K
|
6.57K
$140K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.9K+ 51.01% |
$385K - $395K
|
53K
$1.13M
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.95K+ 3.61% |
$41.9K - $43K
|
55.9K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24K+ 139.61% |
$515K - $528K
|
41.2K
$878K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.34K+ 0.74% |
$28.7K - $29.5K
|
181K
$3.86M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.89K+ 16.77% |
$83.5K - $85.6K
|
27.1K
$577K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
123K+ 134.52% |
$2.65M - $2.72M
|
215K
$4.59M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
685+ 4.53% |
$14.7K - $15.1K
|
15.8K
$337K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15K+ 8.7% |
$322K - $330K
|
187K
$3.99M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 22.4% |
$22.3K - $22.9K
|
5.68K
$121K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
108K+ 253.75% |
$2.32M - $2.37M
|
150K
$3.21M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.66K+ 38.02% |
$143K - $147K
|
24.2K
$515K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
70.9KNew |
$1.52M - $1.56M
|
70.9K
$1.51M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63K+ 16.32% |
$1.35M - $1.39M
|
449K
$9.57M
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
835+ 3.09% |
$17.9K - $18.4K
|
27.9K
$595K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$267K - $274K
|
12.4K
$265K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.5K+ 46.9% |
$291K - $298K
|
42.4K
$904K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
17.1K+ 12.2% |
$368K - $378K
|
158K
$3.36M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.3K+ 32.83% |
$501K - $514K
|
94.3K
$2.01M
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
137+ 0.57% |
$2.94K - $3.02K
|
24.1K
$514K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.39% |
$21.5 - $22
|
256
$5.46K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
200+ 0.47% |
$4.3K - $4.41K
|
43.2K
$922K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
617New |
$13.3K - $13.6K
|
617
$13.2K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29.7K+ 49.22% |
$639K - $655K
|
90.1K
$1.92M
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
4.3K+ 7.61% |
$92.3K - $94.7K
|
60.8K
$1.3M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 3.96% |
$318K - $326K
|
388K
$8.27M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.03K+ 9.77% |
$172K - $177K
|
90.2K
$1.92M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-119K- 91.43% |
$2.55M - $2.62M
|
11.1K
$238K
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
15.3K+ 10.59% |
$329K - $337K
|
160K
$3.41M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$231K - $236K
|
10.7K
$229K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
42+ 1.08% |
$903 - $925
|
3.92K
$83.7K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
11KNew |
$236K - $241K
|
11K
$234K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.81KNew |
$125K - $128K
|
5.81K
$124K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
9.65KNew |
$207K - $212K
|
9.65K
$206K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19.8KNew |
$426K - $436K
|
19.8K
$423K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.08K+ 1.78% |
$44.6K - $45.7K
|
119K
$2.53M
|