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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
373+ 5.66% |
$8.1K - $8.28K
|
6.97K
$153K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-40.3K- 31.32% |
$875K - $895K
|
88.3K
$1.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1K- 4.14% |
$21.8K - $22.3K
|
23.2K
$511K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
150+ 4.66% |
$3.23K - $3.31K
|
3.37K
$74.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.01% |
$43.1 - $44.1
|
13.9K
$305K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 82.11% |
$36.4K - $37.2K
|
3.75K
$82.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
9.24KNew |
$199K - $204K
|
9.24K
$203K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.64KNew |
$103K - $104K
|
4.64K
$102K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1K- 4.22% |
$22.1K - $22.4K
|
22.7K
$499K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.9KNew |
$594K - $603K
|
26.9K
$591K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-251K- 94.7% |
$5.18M - $5.64M
|
14.1K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.2KNew |
$952K - $1.04M
|
46.2K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.38KNew |
$193K - $211K
|
9.38K
$206K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.95KNew |
$185K - $201K
|
8.95K
$197K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10.5KNew |
$226K - $236K
|
10.5K
$230K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.17K- 19.87% |
$25.3K - $26.3K
|
4.71K
$104K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.08KNew |
$22.1K - $23.6K
|
1.08K
$23.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1KNew |
$22.5K - $24.1K
|
1.1K
$24.2K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.71KNew |
$35.6K - $38.6K
|
1.71K
$37.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 13.68% |
$37.6K - $40.8K
|
15.1K
$331K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
177KNew |
$3.75M - $4.12M
|
177K
$3.9M
|
|
| Q1 2022 | |||||||
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.63K+ 17.85% |
$107K - $119K
|
30.6K
$672K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.1KClosed |
$27.4K - $28.5K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-170Closed |
$4.26K - $4.43K
|
0
$0
|
|