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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.05K- 12.04% |
$91.7K - $92.3K
|
29.6K
$671K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107K+ 16.33% |
$2.42M - $2.43M
|
761K
$17.2M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.3K+ 6.14% |
$52K - $52.3K
|
39.8K
$900K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.79K- 7.37% |
$108K - $109K
|
60.2K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.42K+ 0.91% |
$54.8K - $55.1K
|
270K
$6.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-26.7K- 22.57% |
$604K - $608K
|
91.6K
$2.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-232- 1.24% |
$5.25K - $5.28K
|
18.5K
$419K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.54K+ 2.45% |
$57.6K - $57.9K
|
106K
$2.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-795- 85.85% |
$18K - $18.1K
|
131
$2.97K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
7+ 0.09% |
$157 - $159
|
7.95K
$180K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.72K+ 12.24% |
$38.4K - $39.1K
|
15.8K
$357K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
278New |
$6.22K - $6.33K
|
278
$6.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
41.8K+ 9.74% |
$935K - $952K
|
471K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.9K+ 30.97% |
$467K - $476K
|
88.4K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.7KNew |
$619K - $631K
|
27.7K
$627K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.16MNew |
$26M - $26.5M
|
1.16M
$26.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
8.88K+ 29.38% |
$199K - $202K
|
39.1K
$886K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.41KNew |
$31.5K - $32.1K
|
1.41K
$31.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1K- 8.7% |
$22.4K - $22.8K
|
10.5K
$238K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.5K+ 39.37% |
$55.9K - $56.9K
|
8.85K
$200K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
8.53KNew |
$191K - $194K
|
8.53K
$193K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.32K+ 34.03% |
$186K - $189K
|
32.8K
$742K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-365- 7.61% |
$8.16K - $8.31K
|
4.43K
$100K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
12.3KNew |
$276K - $281K
|
12.3K
$280K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
19.6K+ 16.45% |
$438K - $447K
|
139K
$3.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.36KNew |
$52.7K - $53.6K
|
2.36K
$53.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10New |
$224 - $226
|
10
$227
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-276- 92.62% |
$6.19K - $6.24K
|
22
$498
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-473- 0.86% |
$10.6K - $10.7K
|
54.7K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
210KNew |
$4.7M - $4.74M
|
210K
$4.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.3KNew |
$770K - $776K
|
34.3K
$778K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.52KNew |
$34K - $34.3K
|
1.52K
$34.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.15K+ 2.4% |
$25.8K - $26K
|
49K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
436+ 3.72% |
$9.78K - $9.86K
|
12.2K
$275K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.36K- 11.8% |
$30.4K - $30.7K
|
10.1K
$230K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
5.04KNew |
$113K - $114K
|
5.04K
$114K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.93KNew |
$43.2K - $43.6K
|
1.93K
$43.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5+ 0.06% |
$112 - $113
|
9.05K
$205K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-21.8K- 36.53% |
$488K - $492K
|
37.8K
$856K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-320- 2.12% |
$7.12K - $7.21K
|
14.8K
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5K- 22.22% |
$111K - $113K
|
17.5K
$396K
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
9.3KNew |
$207K - $210K
|
9.3K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.16K- 17.27% |
$92.5K - $93.8K
|
19.9K
$451K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
825New |
$18.3K - $18.6K
|
825
$18.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-7.97K- 19.49% |
$177K - $180K
|
32.9K
$746K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
107K+ 32.86% |
$2.37M - $2.43M
|
435K
$9.84M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.4KNew |
$316K - $326K
|
14.4K
$326K
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.87K- 10.22% |
$63.2K - $65K
|
25.2K
$571K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.79K- 86.01% |
$105K - $108K
|
779
$17.6K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
8.94KNew |
$197K - $202K
|
8.94K
$202K
|
|