Latest Institutional Transactions on Invesco Et Self Idxd Fd Tr Bul (BSJN)
This table provides information on the latest institutional transactions involving Invesco Et Self Idxd Fd Tr Bul (BSJN) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-15K- 49.63% |
$350K - $354K
|
15.2K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
405+ 4.62% |
$9.46K - $9.55K
|
9.18K
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.17K+ 15.29% |
$50.6K - $51.1K
|
16.3K
$0
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-489- 24.77% |
$11.3K - $11.6K
|
1.49K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
300New |
$6.91K - $7.1K
|
300
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
714+ 182.14% |
$16.4K - $16.9K
|
1.11K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20.5K- 67.21% |
$472K - $485K
|
10K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
3.8KNew |
$87.4K - $89.8K
|
3.8K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
41.1KNew |
$946K - $972K
|
41.1K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.72K- 7.74% |
$39.7K - $40.7K
|
20.5K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.59K+ 15.92% |
$36.6K - $37.6K
|
11.6K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-540- 5.58% |
$12.4K - $12.8K
|
9.13K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
10.1KNew |
$232K - $239K
|
10.1K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
15.4KNew |
$355K - $364K
|
15.4K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
13KNew |
$299K - $308K
|
13K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
13.1KNew |
$302K - $311K
|
13.1K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-674- 0.68% |
$15.5K - $15.9K
|
98.9K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 9.43% |
$2.37K - $2.44K
|
1.2K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
955New |
$22K - $22.6K
|
955
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
738New |
$17K - $17.5K
|
738
$0
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-935Closed |
$21.5K - $22.3K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.35KNew |
$30.9K - $32.2K
|
1.35K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-639- 4.58% |
$14.7K - $15.3K
|
13.3K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
184K+ 317.13% |
$4.23M - $4.4M
|
242K
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.48K- 11.61% |
$34K - $35.4K
|
11.3K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
98New |
$2.25K - $2.34K
|
98
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-461- 4.47% |
$10.6K - $11K
|
9.85K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-667- 0.81% |
$15.3K - $15.9K
|
81.4K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-200- 1.81% |
$4.59K - $4.78K
|
10.8K
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-6.75K- 3.17% |
$155K - $161K
|
206K
$0
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.5KClosed |
$34.4K - $36.9K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-8.15KClosed |
$187K - $200K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-950Closed |
$21.8K - $23.4K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-923Closed |
$21.2K - $22.7K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-18.8KClosed |
$430K - $461K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-4.22KClosed |
$96.8K - $104K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
9.82KNew |
$225K - $242K
|
9.82K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
10KNew |
$229K - $246K
|
10K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
59.4KNew |
$1.36M - $1.46M
|
59.4K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-43- 0.18% |
$986 - $1.06K
|
24.3K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15KNew |
$26.3K - $28.2K
|
1.15K
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
935New |
$21.4K - $23K
|
935
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-9.46KClosed |
$217K - $233K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-78.4KClosed |
$1.8M - $1.93M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
18.5KNew |
$424K - $454K
|
18.5K
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-162KClosed |
$3.7M - $3.97M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.8K+ 48.67% |
$110K - $118K
|
14.7K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
27.8KNew |
$638K - $684K
|
27.8K
$0
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-8.8KClosed |
$202K - $216K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.27K- 10.95% |
$75K - $80.4K
|
26.6K
$0
|
|