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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.66K+ 64.36% |
$97.4K - $99.7K
|
11.9K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.2KNew |
$1.22M - $1.25M
|
58.2K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24+ 0.14% |
$502 - $514
|
17.4K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60KNew |
$1.25M - $1.28M
|
60K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-65- 0.2% |
$1.36K - $1.39K
|
31.8K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
87New |
$1.82K - $1.86K
|
87
$1.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.6K+ 33.04% |
$871K - $891K
|
168K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.6K+ 57.54% |
$284K - $291K
|
37.2K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.05K+ 56.54% |
$127K - $130K
|
16.7K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
491+ 2.67% |
$10.3K - $10.5K
|
18.9K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.1KNew |
$442K - $452K
|
21.1K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.65K+ 29.23% |
$76.4K - $78.2K
|
16.1K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.96K- 34.07% |
$208K - $213K
|
19.3K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.45K- 9.77% |
$156K - $159K
|
68.7K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.45K+ 14.25% |
$30.4K - $31.1K
|
11.6K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.72K+ 10.02% |
$161K - $165K
|
84.7K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-466- 0.75% |
$9.75K - $9.98K
|
62K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
986+ 4.35% |
$20.6K - $21.1K
|
23.7K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.63% |
$62.8 - $64.2
|
478
$10K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
26.9K+ 34.93% |
$562K - $575K
|
104K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
709+ 52.71% |
$14.8K - $15.2K
|
2.05K
$43K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-12.8K- 50.24% |
$268K - $274K
|
12.7K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.5KNew |
$241K - $246K
|
11.5K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.2K+ 30.32% |
$925K - $946K
|
190K
$3.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.77% |
$146 - $150
|
916
$19.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.27K+ 0.63% |
$26.6K - $27.2K
|
202K
$4.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.4K- 10.17% |
$71.2K - $72.8K
|
30K
$628K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.5K+ 354.0% |
$178K - $182K
|
10.9K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.57K+ 13.43% |
$53.7K - $54.9K
|
21.7K
$453K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.53K+ 3.96% |
$94.7K - $96.9K
|
119K
$2.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
24.1KNew |
$504K - $515K
|
24.1K
$504K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.4K- 28.36% |
$239K - $244K
|
28.8K
$603K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.2K+ 332.65% |
$757K - $774K
|
47K
$984K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.02K+ 10.24% |
$63.2K - $64.7K
|
32.5K
$680K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.02K+ 12.59% |
$84.2K - $86.2K
|
36K
$753K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.4K+ 23.29% |
$281K - $287K
|
71K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
326+ 0.53% |
$6.82K - $6.98K
|
61.4K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
550+ 4.42% |
$11.5K - $11.8K
|
13K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
320New |
$6.69K - $6.85K
|
320
$6.69K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.98K+ 22.93% |
$41K - $42.1K
|
10.6K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
148+ 4.38% |
$3.06K - $3.14K
|
3.53K
$73.8K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.75K+ 82.23% |
$36.3K - $37.3K
|
3.89K
$81.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
9.61KNew |
$199K - $204K
|
9.61K
$201K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-350- 0.73% |
$7.25K - $7.43K
|
47.4K
$992K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.48K+ 48.79% |
$52.7K - $53.7K
|
7.56K
$158K
|
|
|
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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.81KNew |
$102K - $104K
|
4.81K
$101K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
22.5K+ 8.48% |
$444K - $488K
|
288K
$6.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
788New |
$15.5K - $17.1K
|
788
$16.5K
|
|