Latest Institutional Transactions on Invesco ETF Self Indexed Fd Tr (BSMV)
This table provides information on the latest institutional transactions involving Invesco ETF Self Indexed Fd Tr (BSMV) 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, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.19K+ 7.36% |
$25.2K - $25.7K
|
17.3K
$362K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
217+ 2.57% |
$4.61K - $4.7K
|
8.65K
$181K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.36K+ 40.9% |
$135K - $138K
|
21.9K
$459K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.7K+ 91.09% |
$1.2M - $1.23M
|
119K
$2.49M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-932- 0.74% |
$19.8K - $20.2K
|
125K
$2.62M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.81KNew |
$102K - $104K
|
4.81K
$101K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
195+ 2.65% |
$4.14K - $4.23K
|
7.56K
$159K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.4KNew |
$454K - $464K
|
21.4K
$448K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.79K- 6.64% |
$38.1K - $38.9K
|
25.2K
$528K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.89K+ 7.17% |
$82.6K - $84.3K
|
58.1K
$1.22M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-22.4K- 21.29% |
$476K - $486K
|
82.9K
$1.74M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
577+ 3.76% |
$12.3K - $12.5K
|
15.9K
$334K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.9KNew |
$741K - $756K
|
34.9K
$731K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
111+ 0.81% |
$2.36K - $2.41K
|
13.8K
$290K
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-13K- 23.53% |
$275K - $281K
|
42.1K
$882K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.41K+ 53.45% |
$200K - $204K
|
27K
$566K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.88K- 17.16% |
$40K - $40.8K
|
9.08K
$190K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.5K- 15.85% |
$286K - $292K
|
71.4K
$1.5M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82K+ 168.71% |
$1.74M - $1.78M
|
131K
$2.74M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.08K+ 29.63% |
$86.6K - $88.3K
|
17.8K
$374K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.18K+ 19.69% |
$67.5K - $68.9K
|
19.3K
$405K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.13KNew |
$45.3K - $46.2K
|
2.13K
$44.7K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
16K+ 9.51% |
$340K - $346K
|
184K
$3.86M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.12KNew |
$87.5K - $89.3K
|
4.12K
$86.3K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.5K+ 9.93% |
$53K - $54.1K
|
27.6K
$579K
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.1K+ 29.39% |
$235K - $240K
|
48.7K
$1.02M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.5K+ 154.33% |
$371K - $378K
|
28.8K
$603K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.76K+ 33.99% |
$58.6K - $59.7K
|
10.9K
$228K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-34.5K- 33.11% |
$733K - $748K
|
69.8K
$1.46M
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
17.1K+ 55.81% |
$364K - $371K
|
47.8K
$1M
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
271K+ 1854.96% |
$5.76M - $5.88M
|
286K
$5.99M
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.86KNew |
$95.8K - $105K
|
4.86K
$102K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
101New |
$1.99K - $2.19K
|
101
$2.12K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
788New |
$15.5K - $17.1K
|
788
$16.5K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
109+ 3.33% |
$2.15K - $2.36K
|
3.38K
$70.8K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
13.7K+ 18.33% |
$270K - $297K
|
88.4K
$1.85M
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
9.3KNew |
$183K - $202K
|
9.3K
$195K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2KNew |
$40K - $42.6K
|
2K
$41.9K
|
|
Q2 2023 | |||||||
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.1KNew |
$439K - $458K
|
21.1K
$443K
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10.8KNew |
$225K - $235K
|
10.8K
$227K
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
19.7KNew |
$388K - $415K
|
19.7K
$413K
|
|
Q3 2022 | |||||||
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
16.2KNew |
$324K - $347K
|
16.2K
$339K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5KNew |
$312K - $347K
|
15.5K
$324K
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
275KNew |
$5.57M - $6.18M
|
275K
$5.77M
|