Latest Institutional Transactions on Invesco Exc Self Ind Tr (BSCU)
This table provides information on the latest institutional transactions involving Invesco Exc Self Ind Tr (BSCU) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
21.7K+ 78.17% |
$354K - $369K
|
49.5K
$817K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
186+ 1.18% |
$3.04K - $3.16K
|
16K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
6.9K+ 9.51% |
$113K - $117K
|
79.4K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.63K+ 39.72% |
$75.5K - $78.6K
|
16.3K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
966+ 1.33% |
$15.8K - $16.4K
|
73.5K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
901+ 3.83% |
$14.7K - $15.3K
|
24.4K
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
7.06K+ 64.07% |
$115K - $120K
|
18.1K
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.6M+ 380.78% |
$42.4M - $44.1M
|
3.28M
$54.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.58K+ 6.73% |
$25.8K - $26.8K
|
25K
$414K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
141K+ 1197.7% |
$2.31M - $2.4M
|
153K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-6.57K- 23.01% |
$107K - $112K
|
22K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.2KNew |
$52.2K - $54.4K
|
3.2K
$52.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
36.1KNew |
$590K - $614K
|
36.1K
$597K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.24K+ 50.49% |
$102K - $106K
|
18.6K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.54M- 81.98% |
$25.1M - $26.1M
|
338K
$5.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
138+ 1.17% |
$2.25K - $2.34K
|
11.9K
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.18KNew |
$19.2K - $20K
|
1.18K
$19.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
137K+ 9.3% |
$2.23M - $2.32M
|
1.61M
$26.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2.03K+ 0.51% |
$33.1K - $34.4K
|
402K
$6.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
62.1K+ 32.74% |
$1.01M - $1.06M
|
252K
$4.16M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-49.3K- 36.16% |
$804K - $838K
|
87K
$1.44M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
97.6K+ 96.45% |
$1.59M - $1.66M
|
199K
$3.29M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-125- 0.36% |
$2.04K - $2.12K
|
34.3K
$567K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 1.21% |
$437 - $460
|
2.26K
$37.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.94KNew |
$47.6K - $50.1K
|
2.94K
$48.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.2K- 15.95% |
$35.6K - $37.5K
|
11.6K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2KNew |
$166K - $175K
|
10.2K
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4+ 0.3% |
$64.8 - $68.2
|
1.34K
$22.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.2KNew |
$230K - $242K
|
14.2K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
335New |
$5.42K - $5.71K
|
335
$5.53K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.54KNew |
$25K - $26.3K
|
1.54K
$25.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$197K - $208K
|
12.2K
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
10KNew |
$163K - $171K
|
10K
$166K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.37K- 0.44% |
$22.2K - $23.4K
|
310K
$5.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.2K+ 52.63% |
$651K - $686K
|
117K
$1.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.32K- 8.45% |
$21.4K - $22.5K
|
14.3K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.4% |
$48.6 - $51.2
|
217
$3.58K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
655K+ 33.87% |
$10.6M - $11.2M
|
2.59M
$42.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.6K+ 4.87% |
$592K - $624K
|
787K
$13M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 1.07% |
$340 - $358
|
1.95K
$32.1K
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
173New |
$2.76K - $2.84K
|
173
$2.86K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
127+ 2.49% |
$2.03K - $2.09K
|
5.22K
$86.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.38K+ 49.79% |
$134K - $138K
|
25.2K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.11K- 16.92% |
$33.6K - $34.6K
|
10.3K
$171K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.4KNew |
$389K - $401K
|
24.4K
$403K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
295New |
$4.71K - $4.84K
|
295
$4.87K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.3K+ 25.0% |
$36.7K - $37.8K
|
11.5K
$190K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
628+ 10.07% |
$10K - $10.3K
|
6.87K
$113K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
216New |
$3.45K - $3.55K
|
216
$3.57K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
341New |
$5.44K - $5.6K
|
341
$5.63K
|
|