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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.48KNew |
$71.5K - $73.6K
|
4.48K
$74K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
794New |
$12.7K - $13K
|
794
$13.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.87KNew |
$29.8K - $30.7K
|
1.87K
$30.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13.3K+ 110.47% |
$212K - $218K
|
25.3K
$419K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.4K+ 137.7% |
$461K - $473K
|
49K
$810K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
20.8K+ 91.39% |
$337K - $347K
|
43.5K
$719K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
942K+ 66.45% |
$15.3M - $15.7M
|
2.36M
$39M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.83KNew |
$45.9K - $47.1K
|
2.83K
$46.7K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
7+ 0.66% |
$114 - $117
|
1.06K
$17.5K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
20KNew |
$325K - $334K
|
20K
$331K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.91KNew |
$63.5K - $65.2K
|
3.91K
$64.6K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
239New |
$3.88K - $3.98K
|
239
$3.95K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.81K+ 90550.0% |
$27.6K - $30.2K
|
1.81K
$30K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
12KNew |
$183K - $200K
|
12K
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
11.9KNew |
$182K - $199K
|
11.9K
$197K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.74KNew |
$72.2K - $79.1K
|
4.74K
$78.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
173New |
$2.64K - $2.89K
|
173
$2.86K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
9.36KNew |
$146K - $153K
|
9.36K
$155K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.39KNew |
$86.6K - $89.7K
|
5.39K
$89K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.15K- 14.35% |
$18.5K - $19.2K
|
6.87K
$113K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
99+ 1.32% |
$1.59K - $1.65K
|
7.61K
$126K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
99+ 1.32% |
$1.59K - $1.65K
|
7.61K
$126K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.5KNew |
$183K - $193K
|
11.5K
$191K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
12.5KNew |
$190K - $206K
|
12.5K
$207K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-13.6KClosed |
$218K - $242K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-21.3KClosed |
$342K - $380K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-751Closed |
$13.2K - $14.4K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-281Closed |
$5.48K - $5.61K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
3.97KNew |
$75.8K - $78K
|
3.97K
$65.7K
|
|
| Q1 2021 | |||||||
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-210Closed |
$3.98K - $4.26K
|
0
$0
|
|