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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.55K- 3.93% |
$32.5K - $32.8K
|
37.9K
$784K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.65K- 3.87% |
$34.7K - $35K
|
41.1K
$851K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-1.86K- 78.48% |
$39K - $39.4K
|
510
$10.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.9K- 8.44% |
$39.9K - $40.3K
|
20.6K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.95K- 1.25% |
$41K - $41.4K
|
154K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.99K- 6.84% |
$41.7K - $42.1K
|
27.1K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.11K- 2.28% |
$44.3K - $44.8K
|
90.7K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.16K- 1.69% |
$45.3K - $45.7K
|
125K
$2.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.2K- 70.98% |
$46.1K - $46.6K
|
899
$18.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.34K- 13.8% |
$49.1K - $49.6K
|
14.6K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.35K- 2.91% |
$49.3K - $49.8K
|
78.6K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.5K- 55.13% |
$52.5K - $53.1K
|
2.04K
$42.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.69K- 8.01% |
$56.4K - $57K
|
30.9K
$639K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.73K- 13.62% |
$57.3K - $57.9K
|
17.3K
$359K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2.76K- 26.88% |
$57.8K - $58.4K
|
7.5K
$155K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.84K- 14.62% |
$59.6K - $60.2K
|
16.6K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-2.93K- 1.18% |
$61.4K - $62K
|
246K
$5.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.06K- 12.3% |
$64.2K - $64.8K
|
21.8K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.09K- 0.49% |
$64.7K - $65.4K
|
627K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.22K- 10.67% |
$67.6K - $68.3K
|
27K
$559K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.57K- 13.04% |
$74.8K - $75.6K
|
23.8K
$493K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.67K- 39.76% |
$76.9K - $77.7K
|
5.55K
$115K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-3.85K- 21.67% |
$80.8K - $81.6K
|
13.9K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-4.03K- 19.88% |
$84.4K - $85.3K
|
16.2K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-4.74K- 12.96% |
$99.4K - $100K
|
31.8K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.96K- 12.61% |
$104K - $105K
|
34.4K
$712K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-5.04K- 6.63% |
$106K - $107K
|
71K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.2K- 4.6% |
$109K - $110K
|
108K
$2.23M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-5.22K- 17.22% |
$110K - $111K
|
25.1K
$520K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.5K- 9.41% |
$115K - $117K
|
52.9K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-5.63K- 7.93% |
$118K - $119K
|
65.4K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.65K- 9.69% |
$118K - $120K
|
52.6K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.7K- 7.5% |
$120K - $121K
|
70.4K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.36K- 15.97% |
$133K - $135K
|
33.5K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.72K- 0.86% |
$141K - $142K
|
777K
$16.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-6.78K- 10.5% |
$142K - $144K
|
57.8K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.03K- 34.26% |
$148K - $149K
|
13.5K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.99K- 0.24% |
$168K - $169K
|
3.3M
$68.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-8.16K- 17.76% |
$171K - $173K
|
37.8K
$783K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-8.5K- 6.19% |
$178K - $180K
|
129K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.56K- 2.07% |
$180K - $181K
|
404K
$8.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-8.8K- 4.92% |
$185K - $186K
|
170K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9K- 6.71% |
$189K - $191K
|
125K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.45K- 44.88% |
$198K - $200K
|
11.6K
$240K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-9.45K- 5.88% |
$198K - $200K
|
151K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.68K- 99.9% |
$203K - $205K
|
10
$207
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-9.75K- 3.8% |
$205K - $207K
|
247K
$5.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-9.78K- 28.9% |
$205K - $207K
|
24.1K
$498K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.6K- 3.41% |
$222K - $224K
|
300K
$6.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-12K- 47.84% |
$253K - $255K
|
13.1K
$272K
|