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 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
$8.31M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-119K- 91.43% |
$2.55M - $2.62M
|
11.1K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.03K+ 9.77% |
$172K - $177K
|
90.2K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
15.3K+ 10.59% |
$329K - $337K
|
160K
$3.43M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$231K - $236K
|
10.7K
$230K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.81KNew |
$125K - $128K
|
5.81K
$125K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
11KNew |
$236K - $241K
|
11K
$235K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
42+ 1.08% |
$903 - $925
|
3.92K
$84.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
910New |
$19.6K - $20K
|
910
$19.5K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.71K+ 7.61% |
$58.3K - $59.8K
|
38.3K
$822K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.08K+ 1.78% |
$44.6K - $45.7K
|
119K
$2.55M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19.8KNew |
$426K - $436K
|
19.8K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
118+ 0.12% |
$2.54K - $2.6K
|
98.5K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
39KNew |
$837K - $858K
|
39K
$835K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.4K+ 15.43% |
$288K - $296K
|
100K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
295+ 0.71% |
$6.34K - $6.5K
|
42K
$900K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
13.6K+ 4.15% |
$292K - $299K
|
341K
$7.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.96K+ 75.92% |
$150K - $153K
|
16.1K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-1.17K- 22.1% |
$25.1K - $25.8K
|
4.12K
$88.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
12.6KNew |
$271K - $278K
|
12.6K
$271K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-471- 65.42% |
$10.1K - $10.4K
|
249
$5.34K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.4K- 29.22% |
$268K - $275K
|
30K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
84KNew |
$1.82M - $1.87M
|
84K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2- 0.01% |
$43.3 - $44.5
|
13.9K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
133KNew |
$2.87M - $2.95M
|
133K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.48KNew |
$96.8K - $99.6K
|
4.48K
$95.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1KNew |
$21.6K - $22.3K
|
1K
$21.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.11KNew |
$197K - $203K
|
9.11K
$195K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
17.4K+ 249.12% |
$375K - $386K
|
24.3K
$521K
|
|
| Q3 2024 | |||||||
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
9.36KNew |
$203K - $208K
|
9.36K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-45.6K- 82.95% |
$990K - $1.01M
|
9.36K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.3KNew |
$1.2M - $1.23M
|
55.3K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
650+ 6.7% |
$14.1K - $14.4K
|
10.4K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.55KNew |
$164K - $168K
|
7.55K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
12.1KNew |
$264K - $270K
|
12.1K
$260K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.22KNew |
$200K - $205K
|
9.22K
$198K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
9.22KNew |
$200K - $205K
|
9.22K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.8KNew |
$235K - $241K
|
10.8K
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.65K+ 5.39% |
$35.8K - $36.6K
|
32.3K
$692K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
74+ 0.76% |
$1.61K - $1.64K
|
9.81K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
308New |
$6.69K - $6.84K
|
308
$6.6K
|
|
| 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
$72.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
9.24KNew |
$199K - $204K
|
9.24K
$198K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1K- 4.22% |
$22.1K - $22.4K
|
22.7K
$486K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.9KNew |
$594K - $603K
|
26.9K
$576K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.2KNew |
$952K - $1.04M
|
46.2K
$990K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.38KNew |
$193K - $211K
|
9.38K
$201K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.95KNew |
$185K - $201K
|
8.95K
$192K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10.5KNew |
$226K - $236K
|
10.5K
$224K
|
|