Purchases and Sales Made in Q4 2024 in Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE SELF-IND TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.28K- 13.09% |
$49.3K - $50.7K
|
15.1K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.67K- 4.54% |
$57.6K - $59.3K
|
56.1K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.66K- 0.94% |
$79.2K - $81.5K
|
386K
$8.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10.2K- 30.42% |
$220K - $226K
|
23.3K
$509K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-11.1K- 4.2% |
$241K - $248K
|
254K
$5.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-14.9K- 7.68% |
$323K - $332K
|
180K
$3.93M
|