Latest Institutional Transactions on Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information on the latest institutional transactions involving Invesco Et Self Idxd Fd Tr Bul (BSJO) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.38K+ 1.35% |
$189K - $191K
|
631K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-965- 0.93% |
$21.8K - $22K
|
103K
$2.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28K+ 15.5% |
$633K - $638K
|
209K
$4.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.72K- 6.78% |
$220K - $221K
|
134K
$3.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-867- 2.54% |
$19.6K - $19.8K
|
33.2K
$754K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20K- 3.06% |
$453K - $456K
|
634K
$14.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.41K+ 2.06% |
$54.5K - $54.9K
|
119K
$2.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
93+ 0.57% |
$2.1K - $2.12K
|
16.5K
$373K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
26.2KNew |
$591K - $596K
|
26.2K
$593K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.48K- 32.92% |
$101K - $102K
|
9.14K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.26K- 35.43% |
$28.4K - $28.6K
|
2.29K
$52K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
59.8K+ 79.59% |
$1.35M - $1.36M
|
135K
$3.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-890- 42.18% |
$20.1K - $20.3K
|
1.22K
$27.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.28K- 38.77% |
$165K - $166K
|
11.5K
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
605+ 1.35% |
$13.7K - $13.8K
|
45.5K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
256+ 0.86% |
$5.79K - $5.83K
|
30K
$681K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
182+ 0.12% |
$4.12K - $4.15K
|
157K
$3.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.1K- 4.45% |
$229K - $231K
|
218K
$4.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.32K+ 10.75% |
$75K - $75.5K
|
34.2K
$775K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.68K- 3.42% |
$83.1K - $83.8K
|
104K
$2.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-21.1K- 60.81% |
$476K - $480K
|
13.6K
$308K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-285- 26.08% |
$6.44K - $6.5K
|
808
$18.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
15K+ 21.83% |
$339K - $342K
|
83.7K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1New |
$22.6 - $22.8
|
1
$22.7
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.2K- 40.47% |
$366K - $369K
|
23.8K
$540K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
119+ 0.82% |
$2.69K - $2.71K
|
14.6K
$332K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-69.2K- 14.38% |
$1.57M - $1.58M
|
412K
$9.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.33K- 7.82% |
$30K - $30.3K
|
15.7K
$355K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.62K- 13.61% |
$81.7K - $82.4K
|
23K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-47.9K- 59.51% |
$1.08M - $1.09M
|
32.6K
$739K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.92K- 21.81% |
$202K - $203K
|
32K
$725K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
SELL
|
- |
-21- 0.02% |
$475 - $479
|
102K
$2.31M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.8KNew |
$356K - $359K
|
15.8K
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
166+ 0.46% |
$3.75K - $3.78K
|
36.2K
$821K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-659- 1.38% |
$14.9K - $15K
|
47.3K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-40.2K- 47.8% |
$909K - $916K
|
43.9K
$996K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.8K+ 64.4% |
$311K - $314K
|
35.1K
$796K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-17.4K- 18.21% |
$393K - $397K
|
78.2K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10K- 12.89% |
$226K - $228K
|
67.6K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.94K+ 7.09% |
$89K - $89.7K
|
59.4K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
511+ 1.95% |
$11.6K - $11.6K
|
26.7K
$607K
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-1.77K- 0.63% |
$40K - $40.3K
|
278K
$6.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
621+ 3.08% |
$14K - $14.2K
|
20.8K
$471K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-202- 33.84% |
$4.57K - $4.6K
|
395
$8.96K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-307K- 76.99% |
$6.94M - $6.99M
|
91.7K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.84K- 2.1% |
$86.9K - $87.6K
|
179K
$4.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9K+ 7.09% |
$247K - $249K
|
165K
$3.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-35.1K- 31.54% |
$794K - $801K
|
76.3K
$1.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.64K+ 2.36% |
$37.1K - $37.4K
|
71.1K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.46K+ 40.3% |
$191K - $193K
|
29.5K
$668K
|