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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.19K+ 14.17% |
$24.9K - $25.1K
|
9.56K
$198K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1KNew |
$21K - $21.2K
|
1K
$20.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
997+ 9.92% |
$20.9K - $21.1K
|
11K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
987+ 7.99% |
$20.7K - $20.9K
|
13.3K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
957+ 7.82% |
$20.1K - $20.3K
|
13.2K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
942+ 1.5% |
$19.8K - $20K
|
63.8K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
900+ 2.64% |
$18.9K - $19.1K
|
34.9K
$724K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
855+ 15.95% |
$17.9K - $18.1K
|
6.22K
$129K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
825New |
$17.3K - $17.5K
|
825
$17.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
800New |
$16.8K - $17K
|
800
$16.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
784+ 1.09% |
$16.4K - $16.6K
|
72.6K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
768+ 2.51% |
$16.1K - $16.3K
|
31.3K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
712+ 2.64% |
$14.9K - $15.1K
|
27.7K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
706+ 5.34% |
$14.8K - $15K
|
13.9K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
700+ 353.54% |
$14.7K - $14.8K
|
898
$18.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
679+ 0.59% |
$14.2K - $14.4K
|
117K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
660New |
$13.8K - $14K
|
660
$13.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
594+ 1.08% |
$12.5K - $12.6K
|
55.4K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
594+ 1.08% |
$12.5K - $12.6K
|
55.4K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
575+ 3.44% |
$12.1K - $12.2K
|
17.3K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
563New |
$11.8K - $11.9K
|
563
$11.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
540+ 27.0% |
$11.3K - $11.4K
|
2.54K
$52.6K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
528+ 4.3% |
$11.1K - $11.2K
|
12.8K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
429+ 2.64% |
$9K - $9.09K
|
16.7K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
428New |
$8.98K - $9.07K
|
428
$8.86K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
420+ 31.16% |
$8.81K - $8.9K
|
1.77K
$36.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
373+ 3.2% |
$7.83K - $7.9K
|
12K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
354+ 2.56% |
$7.43K - $7.5K
|
14.2K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
236+ 36.31% |
$4.95K - $5K
|
886
$18.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
232+ 3.0% |
$4.87K - $4.92K
|
7.97K
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$4.2K - $4.24K
|
200
$4.14K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
193+ 0.72% |
$4.05K - $4.09K
|
27.1K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
183+ 2.03% |
$3.84K - $3.88K
|
9.21K
$191K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
179New |
$3.76K - $3.79K
|
179
$3.71K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
173New |
$3.63K - $3.67K
|
173
$3.58K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
165New |
$3.46K - $3.5K
|
165
$3.42K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
155New |
$3.25K - $3.28K
|
155
$3.21K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
124+ 0.83% |
$2.6K - $2.63K
|
15.1K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
123+ 0.89% |
$2.58K - $2.61K
|
13.9K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
117+ 1.2% |
$2.45K - $2.48K
|
9.88K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
105New |
$2.2K - $2.22K
|
105
$2.17K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
97New |
$2.04K - $2.06K
|
97
$2.01K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
81New |
$1.7K - $1.72K
|
81
$1.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76+ 0.4% |
$1.59K - $1.61K
|
19.1K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
72+ 0.51% |
$1.51K - $1.53K
|
14.2K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
65+ 2.0% |
$1.36K - $1.38K
|
3.32K
$68.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
65+ 0.15% |
$1.36K - $1.38K
|
42.6K
$883K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
58+ 38.16% |
$1.22K - $1.23K
|
210
$4.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
58New |
$1.22K - $1.23K
|
58
$1.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
44+ 0.44% |
$923 - $932
|
9.97K
$206K
|