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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.48K+ 5.59% |
$29.8K - $31.1K
|
28K
$579K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-28.7K- 19.64% |
$577K - $603K
|
118K
$2.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-30.1K- 51.63% |
$604K - $631K
|
28.2K
$583K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-500- 0.93% |
$10K - $10.5K
|
53.3K
$1.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.77K- 2.62% |
$75.6K - $79K
|
140K
$2.89M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.78K+ 31.8% |
$57.2K - $58.8K
|
11.5K
$238K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.47K- 11.89% |
$30.2K - $31K
|
10.9K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.71K- 16.7% |
$159K - $163K
|
38.5K
$795K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.6KNew |
$53.5K - $54.9K
|
2.6K
$53.7K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.4K+ 9.11% |
$316K - $324K
|
184K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.3K+ 56.6% |
$541K - $555K
|
72.7K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18K+ 36.59% |
$370K - $380K
|
67.2K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.18K+ 3.98% |
$24.3K - $24.9K
|
30.9K
$638K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.29K+ 17.4% |
$26.5K - $27.2K
|
8.68K
$179K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
31KNew |
$637K - $654K
|
31K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
951+ 197.3% |
$19.6K - $20.1K
|
1.43K
$29.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.25K+ 63.79% |
$190K - $195K
|
23.8K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
458+ 0.58% |
$9.42K - $9.67K
|
79.4K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-133- 0.84% |
$2.74K - $2.81K
|
15.7K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.7K+ 42.76% |
$261K - $268K
|
42.4K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.29K+ 2.56% |
$26.5K - $27.2K
|
51.5K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.4K+ 147.8% |
$523K - $537K
|
42.7K
$882K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.3K- 21.05% |
$213K - $219K
|
38.8K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
4.32K+ 2.09% |
$88.9K - $91.2K
|
211K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
470+ 2.38% |
$9.67K - $9.93K
|
20.3K
$419K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-618- 3.23% |
$12.7K - $13.1K
|
18.5K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.65K- 15.57% |
$199K - $204K
|
52.3K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.24K+ 12.16% |
$87.2K - $89.5K
|
39.1K
$808K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.67KNew |
$199K - $204K
|
9.67K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
83.7K+ 270.35% |
$1.72M - $1.77M
|
115K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.61K+ 6.62% |
$136K - $140K
|
107K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 21.33% |
$21.1K - $21.7K
|
5.84K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.51K+ 49.51% |
$134K - $137K
|
19.7K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
38.6KNew |
$793K - $814K
|
38.6K
$797K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-698- 1.08% |
$14.4K - $14.7K
|
64.2K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
18.9K+ 13.4% |
$389K - $399K
|
160K
$3.3M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.03K+ 4.77% |
$21.2K - $21.8K
|
22.6K
$468K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.69K+ 5.41% |
$34.7K - $35.6K
|
32.8K
$678K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.76% |
$144 - $148
|
930
$19.2K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29.9K+ 77.5% |
$614K - $631K
|
68.4K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.5K+ 26.46% |
$1.47M - $1.51M
|
342K
$7.07M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
4.46K+ 7.75% |
$91.8K - $94.2K
|
62.1K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
130KNew |
$2.67M - $2.74M
|
130K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6.06KNew |
$125K - $128K
|
6.06K
$125K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
11.4KNew |
$235K - $241K
|
11.4K
$236K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45+ 0.99% |
$926 - $950
|
4.61K
$95.4K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.4K+ 1.18% |
$28.8K - $29.6K
|
120K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-517- 2.98% |
$10.6K - $10.9K
|
16.8K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.18K- 55.95% |
$24.3K - $24.9K
|
929
$19.2K
|
|