Latest Institutional Transactions on Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Sr Ln ETF (BKLN) 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-32.1K- 46.88% |
$673K - $680K
|
36.4K
$766K
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-2.93K- 1.18% |
$61.4K - $62K
|
246K
$5.18M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
429+ 2.64% |
$9K - $9.09K
|
16.7K
$351K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
26.3K+ 19.1% |
$552K - $558K
|
164K
$3.46M
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
16KNew |
$336K - $340K
|
16K
$338K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.1KNew |
$338K - $341K
|
16.1K
$339K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
72.4KNew |
$1.52M - $1.54M
|
72.4K
$1.53M
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
34K+ 3.23% |
$712K - $719K
|
1.08M
$22.8M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.46K+ 3.67% |
$136K - $137K
|
182K
$3.84M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-26.2K- 10.1% |
$549K - $554K
|
233K
$4.9M
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
169K+ 165798.05% |
$3.55M - $3.58M
|
169K
$3.56M
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-144K- 15.09% |
$3.03M - $3.06M
|
812K
$17.1M
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.56M+ 127.42% |
$32.8M - $33.1M
|
2.79M
$58.8M
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-994- 1.27% |
$20.9K - $21.1K
|
77.2K
$1.63M
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.87M+ 151.61% |
$39.2M - $39.6M
|
3.1M
$65.3M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49.7K+ 8.63% |
$1.04M - $1.05M
|
625K
$13.2M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-188- 0.76% |
$3.94K - $3.98K
|
24.7K
$519K
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
232+ 3.0% |
$4.87K - $4.92K
|
7.97K
$168K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
105New |
$2.2K - $2.22K
|
105
$2.21K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.2K- 70.98% |
$46.1K - $46.6K
|
899
$18.9K
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
81.6K+ 83.19% |
$1.71M - $1.73M
|
180K
$3.78M
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.91K+ 17.44% |
$40K - $40.4K
|
12.8K
$270K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-4.74K- 12.96% |
$99.4K - $100K
|
31.8K
$670K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
679+ 0.59% |
$14.2K - $14.4K
|
117K
$2.45M
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-604K- 96.88% |
$12.7M - $12.8M
|
19.5K
$410K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.5K- 9.41% |
$115K - $117K
|
52.9K
$1.11M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-31.1K- 23.24% |
$653K - $660K
|
103K
$2.16M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-849K- 95.47% |
$17.8M - $18M
|
40.3K
$849K
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-852K- 98.25% |
$17.9M - $18.1M
|
15.2K
$320K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.7KNew |
$517K - $522K
|
24.7K
$519K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
94.9K+ 14.76% |
$1.99M - $2.01M
|
738K
$15.5M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
575+ 3.44% |
$12.1K - $12.2K
|
17.3K
$364K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.22KNew |
$193K - $195K
|
9.22K
$194K
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
987+ 7.99% |
$20.7K - $20.9K
|
13.3K
$281K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.68K- 99.9% |
$203K - $205K
|
10
$211
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-1.48M- 74.66% |
$31M - $31.3M
|
501K
$10.5M
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
PUT |
-100- 3.13% |
$2.1K - $2.12K
|
3.1K
$65.3K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
238K+ 57.04% |
$4.99M - $5.04M
|
655K
$13.8M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 34.08% |
$35K - $35.3K
|
6.56K
$138K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.29K+ 1.19% |
$48.1K - $48.6K
|
196K
$4.12M
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
345KNew |
$7.23M - $7.3M
|
345K
$7.26M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24.8K+ 58.07% |
$520K - $525K
|
67.4K
$1.42M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.41K- 55.64% |
$29.5K - $29.8K
|
1.12K
$23.6K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.03K- 34.26% |
$148K - $149K
|
13.5K
$284K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.35K+ 11.71% |
$28.3K - $28.6K
|
12.9K
$271K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
296K+ 3.12% |
$6.21M - $6.27M
|
9.79M
$206M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.55K- 3.93% |
$32.5K - $32.8K
|
37.9K
$797K
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
16.5KNew |
$346K - $349K
|
16.5K
$347K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19.1K+ 14.57% |
$401K - $405K
|
150K
$3.17M
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
17.5KNew |
$367K - $371K
|
17.5K
$369K
|