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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
16.6KNew |
$349K - $352K
|
16.6K
$349K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-26- 5.34% |
$546 - $552
|
461
$9.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10.9KNew |
$229K - $232K
|
10.9K
$230K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-320K- 94.41% |
$6.71M - $6.78M
|
18.9K
$398K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
36.5KNew |
$767K - $775K
|
36.5K
$768K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.11K+ 68.78% |
$149K - $151K
|
17.4K
$367K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
66New |
$1.39K - $1.4K
|
66
$1.39K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.04K- 17.06% |
$106K - $107K
|
24.5K
$515K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
240+ 2.54% |
$5.04K - $5.09K
|
9.69K
$204K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.26K+ 7.5% |
$68.5K - $69.2K
|
46.8K
$984K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
50.2KNew |
$1.05M - $1.07M
|
50.2K
$1.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.37KNew |
$28.7K - $29K
|
1.37K
$28.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.49K- 34.34% |
$31.3K - $31.6K
|
2.85K
$59.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
699New |
$14.7K - $14.8K
|
699
$14.7K
|
|
| Q1 2024 | |||||||
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-15.3KClosed |
$321K - $324K
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
95KNew |
$2M - $2.02M
|
95K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-18.1K- 19.21% |
$381K - $385K
|
76.3K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
1MNew |
$21M - $21.2M
|
1M
$21M
|
|
|
May 15, 2024
Q1 2024
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
236KNew |
$4.96M - $5.01M
|
236K
$4.96M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.5MNew |
$31.5M - $31.8M
|
1.5M
$31.6M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-350K- 77.78% |
$7.35M - $7.43M
|
100K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
50+ 0.26% |
$1.05K - $1.06K
|
19.4K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
206+ 0.49% |
$4.33K - $4.37K
|
42K
$884K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
19K+ 124.24% |
$399K - $403K
|
34.3K
$721K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.8MNew |
$37.8M - $38.2M
|
1.8M
$37.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
100K+ 60.88% |
$2.11M - $2.13M
|
265K
$5.57M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
52.9K+ 80.04% |
$1.11M - $1.12M
|
119K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1KNew |
$21K - $21.2K
|
1K
$21K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
31New |
$651 - $658
|
31
$652
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
82.9KNew |
$1.74M - $1.76M
|
82.9K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
194+ 1.87% |
$4.08K - $4.12K
|
10.5K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
811+ 0.52% |
$17K - $17.2K
|
158K
$3.33M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.19MNew |
$24.9M - $25.2M
|
1.19M
$25M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
495+ 41.67% |
$10.4K - $10.5K
|
1.68K
$35.4K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
33.6K+ 0.86% |
$706K - $714K
|
3.95M
$83.1M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-658K- 38.43% |
$13.8M - $14M
|
1.05M
$22.2M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
149K+ 931.75% |
$3.12M - $3.15M
|
165K
$3.46M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-36.3K- 24.31% |
$763K - $771K
|
113K
$2.38M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
122New |
$2.56K - $2.59K
|
122
$2.57K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-747- 5.59% |
$15.7K - $15.9K
|
12.6K
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
2.63K+ 194.53% |
$55.3K - $55.8K
|
3.98K
$83.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
300New |
$6.3K - $6.37K
|
300
$6.31K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
342KNew |
$7.18M - $7.26M
|
342K
$7.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
479New |
$10.1K - $10.2K
|
479
$10.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
510K+ 5264.86% |
$10.7M - $10.8M
|
520K
$10.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.6KNew |
$202K - $204K
|
9.6K
$202K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
9.52KNew |
$200K - $202K
|
9.52K
$200K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
12.6K+ 8.39% |
$264K - $267K
|
162K
$3.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
190K+ 80.53% |
$3.99M - $4.03M
|
426K
$8.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-5.37K- 24.28% |
$113K - $114K
|
16.8K
$353K
|
|