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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.6K+ 45.96% |
$691K - $710K
|
107K
$2.21M
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
193+ 0.44% |
$3.97K - $4.08K
|
44.5K
$920K
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
67.2K+ 90.55% |
$1.38M - $1.42M
|
141K
$2.92M
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-1.22K- 22.14% |
$25.1K - $25.8K
|
4.3K
$88.8K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-427- 6.94% |
$8.78K - $9.02K
|
5.73K
$118K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.8K- 28.24% |
$246K - $253K
|
30K
$620K
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-2.37K- 17.54% |
$49.3K - $50.7K
|
11.1K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.7KNew |
$1.18M - $1.21M
|
56.7K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15KNew |
$311K - $320K
|
15K
$309K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-66- 75.86% |
$1.37K - $1.41K
|
21
$434
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
34New |
$707 - $727
|
34
$703
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.72KNew |
$98K - $101K
|
4.72K
$97.5K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.46KNew |
$197K - $202K
|
9.46K
$196K
|
|
Q3 2024 | |||||||
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
9.94KNew |
$208K - $213K
|
9.94K
$205K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.1KNew |
$442K - $452K
|
21.1K
$437K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.2KNew |
$1.22M - $1.25M
|
58.2K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-12.8K- 50.24% |
$268K - $274K
|
12.7K
$262K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.02K+ 12.59% |
$84.2K - $86.2K
|
36K
$744K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.2K+ 332.65% |
$757K - $774K
|
47K
$972K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
320New |
$6.69K - $6.85K
|
320
$6.61K
|
|
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
$72.9K
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
9.61KNew |
$199K - $204K
|
9.61K
$199K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
788New |
$15.5K - $17.1K
|
788
$16.3K
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
9.3KNew |
$183K - $202K
|
9.3K
$192K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2KNew |
$40K - $42.6K
|
2K
$41.3K
|
|
Q2 2023 | |||||||
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.1KNew |
$439K - $458K
|
21.1K
$437K
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10.8KNew |
$225K - $235K
|
10.8K
$224K
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
19.7KNew |
$385K - $415K
|
19.7K
$407K
|
|
Q3 2022 | |||||||
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
16.2KNew |
$319K - $347K
|
16.2K
$334K
|
|
Q2 2022 | |||||||
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
275KNew |
$5.57M - $6.18M
|
275K
$5.69M
|