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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
936+ 16.21% |
$19.2K - $19.8K
|
6.71K
$142K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.7KNew |
$137K - $142K
|
6.7K
$142K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.7KNew |
$547K - $564K
|
26.7K
$563K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$221K - $228K
|
10.8K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.24K- 3.71% |
$25.4K - $26.2K
|
32.1K
$678K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.66K+ 39.67% |
$198K - $204K
|
34K
$719K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18K+ 37.26% |
$370K - $382K
|
66.5K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.43KNew |
$132K - $136K
|
6.43K
$136K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
188KNew |
$3.86M - $3.98M
|
188K
$3.97M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.58K- 12.77% |
$73.4K - $75.7K
|
24.4K
$516K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
15.4KNew |
$316K - $326K
|
15.4K
$325K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.62K+ 76.34% |
$133K - $139K
|
15.3K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
1K+ 0.83% |
$20.1K - $21K
|
121K
$2.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
26KNew |
$523K - $546K
|
26K
$550K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
587+ 0.95% |
$11.8K - $12.3K
|
62.6K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
278New |
$5.58K - $5.83K
|
278
$5.87K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.6KNew |
$53.5K - $54.9K
|
2.6K
$54.9K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
31KNew |
$637K - $654K
|
31K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-133- 0.84% |
$2.74K - $2.81K
|
15.7K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6.06KNew |
$125K - $128K
|
6.06K
$128K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
11.4KNew |
$235K - $241K
|
11.4K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.18K- 55.95% |
$24.3K - $24.9K
|
929
$19.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-427- 6.94% |
$8.78K - $9.02K
|
5.73K
$121K
|
|
| Q4 2024 | |||||||
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-2.37K- 17.54% |
$49.3K - $50.7K
|
11.1K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.7KNew |
$1.18M - $1.21M
|
56.7K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15KNew |
$311K - $320K
|
15K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-66- 75.86% |
$1.37K - $1.41K
|
21
$444
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
34New |
$707 - $727
|
34
$718
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.46KNew |
$197K - $202K
|
9.46K
$200K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
9.94KNew |
$208K - $213K
|
9.94K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.2KNew |
$1.22M - $1.25M
|
58.2K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.1KNew |
$442K - $452K
|
21.1K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-12.8K- 50.24% |
$268K - $274K
|
12.7K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.02K+ 12.59% |
$84.2K - $86.2K
|
36K
$760K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.2K+ 332.65% |
$757K - $774K
|
47K
$994K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
320New |
$6.69K - $6.85K
|
320
$6.76K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
148+ 4.38% |
$3.06K - $3.14K
|
3.53K
$74.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
9.61KNew |
$199K - $204K
|
9.61K
$203K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
788New |
$15.5K - $17.1K
|
788
$16.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
9.3KNew |
$183K - $202K
|
9.3K
$197K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.1KNew |
$439K - $458K
|
21.1K
$446K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10.8KNew |
$225K - $235K
|
10.8K
$229K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
19.7KNew |
$385K - $415K
|
19.7K
$416K
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
16.2KNew |
$319K - $347K
|
16.2K
$342K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
275KNew |
$5.57M - $6.18M
|
275K
$5.82M
|
|