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 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
30+ 0.13% |
$629 - $636
|
22.3K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 1.95% |
$525 - $530
|
1.31K
$27.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22+ 0.04% |
$462 - $466
|
53.9K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
21New |
$441 - $445
|
21
$435
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
21New |
$441 - $445
|
21
$435
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
13+ 0.08% |
$273 - $275
|
16K
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
11+ 1.07% |
$231 - $233
|
1.04K
$21.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9+ 900.0% |
$189 - $191
|
10
$207
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 2.04% |
$189 - $191
|
450
$9.32K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7+ 1.95% |
$147 - $148
|
366
$7.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
4New |
$83.9 - $84.8
|
4
$82.8
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4+ 0.22% |
$83.9 - $84.8
|
1.84K
$38K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.05% |
$42 - $42.4
|
3.73K
$77.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1New |
$21 - $21.2
|
1
$20.7
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$21 - $21.2
|
1
$20.7
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.85% |
$21 - $21.2
|
118
$2.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.06% |
$21 - $21.2
|
1.7K
$35.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$21 - $21.2
|
1
$20.7
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-30- 0.04% |
$629 - $636
|
71.5K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-71- 1.74% |
$1.49K - $1.5K
|
4K
$82.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-85- 4.81% |
$1.78K - $1.8K
|
1.68K
$34.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-93- 0.73% |
$1.95K - $1.97K
|
12.7K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-108- 10.36% |
$2.27K - $2.29K
|
934
$19.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-129- 0.67% |
$2.71K - $2.73K
|
19.2K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-132- 1.22% |
$2.77K - $2.8K
|
10.7K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-188- 0.76% |
$3.94K - $3.98K
|
24.7K
$511K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-200- 5.52% |
$4.2K - $4.24K
|
3.42K
$70.9K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-212- 0.47% |
$4.45K - $4.49K
|
45.3K
$939K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-289- 0.45% |
$6.06K - $6.12K
|
63.4K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-318- 14.87% |
$6.67K - $6.74K
|
1.82K
$37.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-370- 2.5% |
$7.76K - $7.84K
|
14.4K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-397- 3.56% |
$8.33K - $8.41K
|
10.8K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-425- 2.85% |
$8.92K - $9.01K
|
14.5K
$300K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-455- 1.92% |
$9.55K - $9.64K
|
23.2K
$481K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-470- 0.59% |
$9.86K - $9.96K
|
78.9K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-524- 1.23% |
$11K - $11.1K
|
42.2K
$874K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-532- 37.36% |
$11.2K - $11.3K
|
892
$18.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-600- 3.05% |
$12.6K - $12.7K
|
19.1K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-600- 2.01% |
$12.6K - $12.7K
|
29.3K
$606K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-635- 3.32% |
$13.3K - $13.5K
|
18.5K
$383K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-735- 4.43% |
$15.4K - $15.6K
|
15.9K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-956- 79.93% |
$20.1K - $20.3K
|
240
$4.97K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-994- 1.27% |
$20.9K - $21.1K
|
77.2K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.07K- 5.29% |
$22.5K - $22.8K
|
19.2K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.19K- 10.9% |
$24.9K - $25.2K
|
9.71K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.24K- 9.95% |
$26.1K - $26.3K
|
11.2K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 15.51% |
$28.3K - $28.6K
|
7.36K
$152K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.41K- 55.64% |
$29.5K - $29.8K
|
1.12K
$23.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.46K- 8.78% |
$30.6K - $30.9K
|
15.2K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.55K- 2.63% |
$32.4K - $32.7K
|
57.3K
$1.19M
|