Latest Institutional Purchases of Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Sr Ln ETF (BKLN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.87M+ 151.61% |
$39.2M - $39.6M
|
3.1M
$65.3M
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.56M+ 127.42% |
$32.8M - $33.1M
|
2.79M
$58.8M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
696KNew |
$14.6M - $14.7M
|
696K
$14.7M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
664K+ 21.97% |
$13.9M - $14.1M
|
3.69M
$77.7M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
466K+ 107.26% |
$9.78M - $9.87M
|
900K
$19M
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
345KNew |
$7.23M - $7.3M
|
345K
$7.26M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
296K+ 3.12% |
$6.21M - $6.27M
|
9.79M
$206M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
238K+ 57.04% |
$4.99M - $5.04M
|
655K
$13.8M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
176K+ 90.88% |
$3.69M - $3.73M
|
369K
$7.78M
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
169K+ 165798.05% |
$3.55M - $3.58M
|
169K
$3.56M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
95.1K+ 70.35% |
$2M - $2.01M
|
230K
$4.85M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
94.9K+ 14.76% |
$1.99M - $2.01M
|
738K
$15.5M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
81.6K+ 83.19% |
$1.71M - $1.73M
|
180K
$3.78M
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
73.6K+ 14.2% |
$1.54M - $1.56M
|
592K
$12.5M
|
|
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 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
71K+ 64.24% |
$1.49M - $1.5M
|
182K
$3.82M
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
60.2K+ 39.97% |
$1.26M - $1.28M
|
211K
$4.44M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49.7K+ 8.63% |
$1.04M - $1.05M
|
625K
$13.2M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
46.5KNew |
$975K - $985K
|
46.5K
$978K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
40.5KNew |
$850K - $858K
|
40.5K
$853K
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
38.2KNew |
$802K - $810K
|
38.2K
$806K
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
34K+ 3.23% |
$712K - $719K
|
1.08M
$22.8M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.4K+ 4.1% |
$574K - $580K
|
696K
$14.7M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
26.3K+ 19.1% |
$552K - $558K
|
164K
$3.46M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24.8K+ 58.07% |
$520K - $525K
|
67.4K
$1.42M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.7KNew |
$517K - $522K
|
24.7K
$519K
|
|
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
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
16.5KNew |
$346K - $349K
|
16.5K
$347K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.1KNew |
$338K - $341K
|
16.1K
$339K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
16KNew |
$336K - $340K
|
16K
$338K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.7K+ 5.45% |
$309K - $312K
|
285K
$6.01M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
13.3K+ 9.57% |
$279K - $282K
|
152K
$3.21M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.8K+ 3.72% |
$270K - $272K
|
358K
$7.55M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
11.6K+ 24.82% |
$243K - $246K
|
58.3K
$1.23M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.3KNew |
$237K - $239K
|
11.3K
$238K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.22KNew |
$193K - $195K
|
9.22K
$194K
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
8.7K+ 64.15% |
$183K - $184K
|
22.3K
$469K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.46K+ 3.67% |
$136K - $137K
|
182K
$3.84M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
6KNew |
$126K - $127K
|
6K
$126K
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.38K+ 6.76% |
$70.9K - $71.6K
|
53.4K
$1.12M
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.3K+ 1.55% |
$48.2K - $48.7K
|
150K
$3.17M
|
|
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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.94K+ 2.36% |
$40.7K - $41.1K
|
84.1K
$1.77M
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.91K+ 17.44% |
$40K - $40.4K
|
12.8K
$270K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.81K+ 2.53% |
$37.9K - $38.3K
|
73.3K
$1.54M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 34.08% |
$35K - $35.3K
|
6.56K
$138K
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.63K+ 2.55% |
$34.2K - $34.5K
|
65.7K
$1.38M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.35K+ 11.71% |
$28.3K - $28.6K
|
12.9K
$271K
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
987+ 7.99% |
$20.7K - $20.9K
|
13.3K
$281K
|