Purchases and Sales Made in Q4 2021 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q4 2021. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1.39KNew |
$30.3K - $30.8K
|
1.39K
$29.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.29K+ 1.6% |
$28.1K - $28.6K
|
82K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.21K+ 14.74% |
$26.3K - $26.8K
|
9.4K
$198K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.1K+ 9.94% |
$24K - $24.4K
|
12.2K
$256K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$24K - $24.4K
|
1.1K
$23.1K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
1KNew |
$21.8K - $22.2K
|
1K
$21K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
902+ 0.88% |
$19.7K - $20K
|
103K
$2.17M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
854+ 3.45% |
$18.6K - $18.9K
|
25.6K
$538K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
836+ 2.21% |
$18.2K - $18.5K
|
38.6K
$812K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
768New |
$16.7K - $17K
|
768
$16.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
733+ 5.66% |
$16K - $16.3K
|
13.7K
$288K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
710+ 1.12% |
$15.5K - $15.7K
|
64.2K
$1.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
679New |
$14.8K - $15.1K
|
679
$14.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
675+ 0.72% |
$14.7K - $15K
|
94.9K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
600New |
$13.1K - $13.3K
|
600
$12.6K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
567New |
$12.4K - $12.6K
|
567
$11.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
545+ 2.57% |
$11.9K - $12.1K
|
21.7K
$456K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
533+ 7.46% |
$11.6K - $11.8K
|
7.68K
$161K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
514+ 0.55% |
$11.2K - $11.4K
|
94.4K
$1.98M
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
493New |
$10.7K - $10.9K
|
493
$10.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
491+ 4.46% |
$10.7K - $10.9K
|
11.5K
$242K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
490+ 0.85% |
$10.7K - $10.9K
|
58.2K
$1.22M
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
446+ 2.55% |
$9.72K - $9.89K
|
17.9K
$377K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
404New |
$8.81K - $8.96K
|
404
$8.49K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400New |
$8.72K - $8.87K
|
400
$8.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
368New |
$8.02K - $8.16K
|
368
$7.73K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
354New |
$7.72K - $7.85K
|
354
$7.44K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
337New |
$7.35K - $7.47K
|
337
$7.08K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
329New |
$7.17K - $7.3K
|
329
$6.91K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
283+ 0.79% |
$6.17K - $6.28K
|
36K
$756K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
253New |
$5.52K - $5.61K
|
253
$5.32K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
247New |
$5.38K - $5.48K
|
247
$5.19K
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
227+ 0.77% |
$4.95K - $5.03K
|
29.8K
$626K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
179+ 1.3% |
$3.9K - $3.97K
|
13.9K
$292K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
164+ 1261.54% |
$3.58K - $3.64K
|
177
$3.72K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
147+ 0.29% |
$3.2K - $3.26K
|
50.4K
$1.06M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
121New |
$2.64K - $2.68K
|
121
$2.54K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
119+ 0.44% |
$2.59K - $2.64K
|
26.9K
$566K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
89+ 0.33% |
$1.94K - $1.97K
|
26.9K
$566K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
81+ 0.33% |
$1.77K - $1.8K
|
25K
$525K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
49New |
$1.07K - $1.09K
|
49
$1.03K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
41New |
$894 - $909
|
41
$861
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
30+ 0.14% |
$654 - $665
|
20.9K
$439K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
29New |
$632 - $643
|
29
$609
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
19+ 0.78% |
$414 - $421
|
2.44K
$51.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.77% |
$174 - $177
|
1.05K
$22K
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
6New |
$131 - $133
|
6
$126
|
|
|
Feb 14, 2022
Q4 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
5+ 0.56% |
$109 - $111
|
894
$18.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
5New |
$109 - $111
|
5
$105
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$21.8 - $22.2
|
1
$21
|