Purchases and Sales Made in Q3 2023 in Invesco ETF Self Indexed Fd Tr (BSMV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSMV) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF SELF-INDEXED FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
158KNew |
$3.17M - $3.37M
|
158K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.5K+ 72.69% |
$1.41M - $1.5M
|
167K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9KNew |
$239K - $254K
|
11.9K
$249K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.85K+ 8.63% |
$157K - $167K
|
98.9K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.27K+ 11.51% |
$145K - $155K
|
70.4K
$1.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.52K+ 40.92% |
$111K - $118K
|
19K
$398K
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
4.88K+ 18.92% |
$97.6K - $104K
|
30.7K
$642K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.59K+ 20.54% |
$91.9K - $97.8K
|
27K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.5K+ 99.49% |
$90K - $95.8K
|
9.02K
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.82K+ 15.62% |
$76.4K - $81.3K
|
28.3K
$591K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.72K+ 80.1% |
$74.4K - $79.2K
|
8.36K
$175K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
2.6K+ 18.19% |
$52K - $55.4K
|
16.9K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2KNew |
$40K - $42.6K
|
2K
$41.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.65K+ 63.44% |
$33K - $35.1K
|
4.25K
$88.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
555+ 10.06% |
$11.1K - $11.8K
|
6.07K
$127K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
159+ 2.92% |
$3.18K - $3.39K
|
5.61K
$117K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
24+ 0.16% |
$480 - $511
|
14.6K
$306K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-232- 0.4% |
$4.64K - $4.94K
|
58.1K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-86.5K- 50.45% |
$1.73M - $1.84M
|
85K
$1.78M
|