Latest Institutional Transactions on Invesco Et Self Idxd Fd Tr Bul (BSCO)
This table provides information on the latest institutional transactions involving Invesco Et Self Idxd Fd Tr Bul (BSCO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
6.38K+ 3.45% |
$129K - $131K
|
192K
$4.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
129KNew |
$2.61M - $2.65M
|
129K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.18K+ 100.0% |
$44.2K - $44.8K
|
4.36K
$92.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
4K+ 26.36% |
$81.1K - $82.2K
|
19.2K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
16KNew |
$324K - $328K
|
16K
$337K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-10.4K- 24.98% |
$211K - $213K
|
31.2K
$658K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-2.18K- 0.29% |
$44.1K - $44.7K
|
754K
$15.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.18K+ 24.53% |
$125K - $127K
|
31.4K
$663K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
14.8KNew |
$300K - $304K
|
14.8K
$312K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
4.04KNew |
$82K - $83.1K
|
4.04K
$85.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.1K- 30.02% |
$205K - $208K
|
23.6K
$498K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
19.8KNew |
$402K - $407K
|
19.8K
$418K
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-898- 1.95% |
$18.2K - $18.5K
|
45.3K
$956K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
44KNew |
$893K - $905K
|
44K
$930K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
97New |
$1.97K - $1.99K
|
97
$2.05K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-9.5K- 41.48% |
$193K - $195K
|
13.4K
$283K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
955New |
$19.4K - $19.6K
|
955
$20.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
550New |
$11.2K - $11.3K
|
550
$11.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-847- 4.17% |
$17.2K - $17.4K
|
19.4K
$411K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-310- 2.0% |
$6.29K - $6.37K
|
15.2K
$322K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
733+ 7.43% |
$14.9K - $15.1K
|
10.6K
$224K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.57K- 18.15% |
$92.6K - $93.9K
|
20.6K
$435K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-175- 56.27% |
$3.55K - $3.6K
|
136
$2.87K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
456New |
$9.25K - $9.38K
|
456
$9.63K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-630- 0.91% |
$12.8K - $13K
|
68.8K
$1.45M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.83KNew |
$77.7K - $78.7K
|
3.83K
$80.9K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-329Closed |
$6.7K - $6.87K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.9K- 2.88% |
$59.1K - $60.6K
|
98.1K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$24.5K - $25.1K
|
1.2K
$25.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-649- 3.9% |
$13.2K - $13.6K
|
16K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.32KNew |
$47.2K - $48.4K
|
2.32K
$49K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
300+ 1.55% |
$6.11K - $6.26K
|
19.6K
$415K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
30KNew |
$611K - $626K
|
30K
$634K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.83K+ 2.28% |
$77.9K - $79.9K
|
172K
$3.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
707New |
$14.4K - $14.8K
|
707
$14.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-372- 2.85% |
$7.57K - $7.77K
|
12.7K
$268K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
1.97K+ 9.02% |
$40K - $41.1K
|
23.8K
$502K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33+ 0.77% |
$672 - $689
|
4.34K
$91.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-3.08K- 23.27% |
$62.7K - $64.4K
|
10.2K
$215K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
2.94K+ 30.02% |
$59.8K - $61.3K
|
12.7K
$269K
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.5K- 8.83% |
$30.5K - $31.3K
|
15.5K
$327K
|
|
|
Oct 12, 2022
Q3 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-5K- 0.81% |
$102K - $104K
|
613K
$12.9M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
750New |
$15.3K - $15.7K
|
750
$15.8K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
67+ 74.44% |
$1.36K - $1.4K
|
157
$3.32K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10.9KClosed |
$225K - $230K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.47KClosed |
$50.9K - $52.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-764- 68.4% |
$15.7K - $16.1K
|
353
$7.46K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-193- 0.66% |
$3.97K - $4.06K
|
29.3K
$618K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.3K+ 62.68% |
$109K - $112K
|
13.7K
$290K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.45KClosed |
$91.5K - $93.7K
|
0
$0
|
|