Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.9K+ 22.18% |
$354K - $358K
|
93.1K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
16.7KNew |
$351K - $355K
|
16.7K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
16.7K+ 37.81% |
$350K - $353K
|
60.7K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.6K+ 53.51% |
$349K - $353K
|
47.8K
$989K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
16.5KNew |
$346K - $349K
|
16.5K
$341K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.3K+ 12.66% |
$342K - $345K
|
145K
$3M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.1KNew |
$338K - $341K
|
16.1K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
16KNew |
$336K - $340K
|
16K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.5K+ 210.38% |
$324K - $328K
|
22.8K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.2K+ 24.95% |
$319K - $322K
|
76.2K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.7K+ 5.45% |
$309K - $312K
|
285K
$5.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
14.7K+ 72.71% |
$309K - $312K
|
35K
$724K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
14.3KNew |
$300K - $303K
|
14.3K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.1K+ 4645.54% |
$295K - $298K
|
14.4K
$298K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
13.3K+ 9.57% |
$279K - $282K
|
152K
$3.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2KNew |
$278K - $280K
|
13.2K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.8K+ 3.72% |
$270K - $272K
|
358K
$7.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.6K+ 6.02% |
$264K - $267K
|
222K
$4.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
12.5K+ 11.45% |
$262K - $265K
|
122K
$2.52M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
12.1K+ 10.9% |
$254K - $256K
|
123K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
12.1K+ 7.94% |
$253K - $255K
|
164K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
12KNew |
$252K - $254K
|
12K
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11.8KNew |
$247K - $250K
|
11.8K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
11.6K+ 24.82% |
$243K - $246K
|
58.3K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.3KNew |
$237K - $239K
|
11.3K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.1K+ 32.78% |
$234K - $236K
|
45.1K
$934K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
10.9KNew |
$230K - $232K
|
10.9K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
10.7K+ 6.17% |
$225K - $227K
|
184K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10KNew |
$210K - $212K
|
10K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
9.79KNew |
$205K - $207K
|
9.79K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.51KNew |
$200K - $202K
|
9.51K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
9.44K+ 23.81% |
$198K - $200K
|
49.1K
$1.02M
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
9.31K+ 1.97% |
$195K - $197K
|
483K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.22KNew |
$193K - $195K
|
9.22K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
9.03K+ 22.19% |
$189K - $191K
|
49.7K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.72K+ 15.21% |
$183K - $185K
|
66.1K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
8.7K+ 64.15% |
$183K - $184K
|
22.3K
$461K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.32K+ 5.33% |
$174K - $176K
|
164K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.89K+ 38.37% |
$166K - $167K
|
28.5K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.52K+ 6.42% |
$158K - $159K
|
125K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
7.17K+ 2.35% |
$150K - $152K
|
312K
$6.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.46K+ 3.67% |
$136K - $137K
|
182K
$3.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
6.34K+ 3.35% |
$133K - $134K
|
196K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.33KNew |
$133K - $134K
|
6.33K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6.14K+ 423.24% |
$129K - $130K
|
7.59K
$157K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
6KNew |
$126K - $127K
|
6K
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
5.87KNew |
$123K - $124K
|
5.87K
$122K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.78K+ 4.44% |
$121K - $122K
|
136K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
5.7K+ 18.12% |
$120K - $121K
|
37.2K
$769K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.4K+ 0.95% |
$113K - $114K
|
571K
$11.8M
|