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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.25KClosed |
$189K - $203K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-275- 60.44% |
$6.31K - $6.76K
|
180
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.12K- 7.61% |
$48.6K - $52.1K
|
25.7K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.79K- 10.01% |
$64K - $68.6K
|
25.1K
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-14KClosed |
$322K - $345K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
30+ 0.24% |
$724 - $758
|
12.4K
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
59New |
$1.42K - $1.49K
|
59
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68.1KClosed |
$1.64M - $1.72M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-396Closed |
$9.56K - $10K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-3.08KClosed |
$74.4K - $77.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-15.9KClosed |
$385K - $403K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-500Closed |
$12.1K - $12.6K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Ti Trust, Inc
|
BUY
|
- |
8.78KNew |
$212K - $222K
|
8.78K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-63KClosed |
$1.52M - $1.59M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4- 40.0% |
$96.6 - $101
|
6
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-2KClosed |
$48.3K - $50.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-961- 35.72% |
$24K - $24.4K
|
1.73K
$0
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2K- 15.35% |
$50.1K - $50.8K
|
11K
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11KClosed |
$276K - $280K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2KClosed |
$50K - $50.8K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.8K- 17.14% |
$45K - $45.7K
|
8.7K
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-33Closed |
$825 - $838
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-89.9KClosed |
$2.25M - $2.28M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-12.9KClosed |
$326K - $329K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.23KNew |
$56.2K - $56.7K
|
2.23K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.72KClosed |
$43.4K - $43.8K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-10.7KClosed |
$270K - $272K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2Closed |
$50.5 - $51
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
785New |
$19.8K - $20K
|
785
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-448- 54.11% |
$11.3K - $11.4K
|
380
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-8.58KClosed |
$217K - $219K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 12, 2021
Q2 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.51KClosed |
$38.1K - $38.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-846Closed |
$21.4K - $21.5K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-570Closed |
$14.4K - $14.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-726Closed |
$18.2K - $18.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-199Closed |
$5K - $5.07K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-850Closed |
$21.3K - $21.7K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.35KClosed |
$33.8K - $34.3K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.58KNew |
$39.6K - $40.2K
|
1.58K
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4.5KClosed |
$110K - $114K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Life Pro Asset Management
|
SELL
|
- |
-27.2KClosed |
$668K - $691K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Private Ocean, LLC
|
SELL
|
- |
-500Closed |
$12.3K - $12.7K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
4.42KNew |
$109K - $112K
|
4.42K
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-9KClosed |
$221K - $228K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.28KClosed |
$31.5K - $32.6K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Tri Star Advisors Inc.
|
SELL
|
- |
-161KClosed |
$3.96M - $4.1M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-220Closed |
$5.29K - $5.48K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.85KClosed |
$92.5K - $95.8K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.02KClosed |
$48.4K - $50.2K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1KClosed |
$24K - $24.9K
|
0
$0
|
|