Latest Institutional Transactions on Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information on the latest institutional transactions involving Invesco Et Sf Idxd Fd Tr Bulle (BSJP) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.7K- 60.93% |
$360K - $364K
|
10.1K
$233K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.03K+ 10.73% |
$23.5K - $23.7K
|
10.6K
$244K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
14.8K+ 3.09% |
$338K - $342K
|
493K
$11.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
490KNew |
$11.2M - $11.3M
|
490K
$11.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.18K- 6.53% |
$26.9K - $27.2K
|
16.9K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-40.2K- 6.97% |
$919K - $929K
|
536K
$12.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
SELL
|
- |
-2.89K- 2.44% |
$66.2K - $67K
|
116K
$2.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.25K+ 9.75% |
$28.6K - $28.9K
|
14.1K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
49+ 1.14% |
$1.12K - $1.13K
|
4.35K
$100K
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
30.1KNew |
$687K - $695K
|
30.1K
$694K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.55K- 25.21% |
$127K - $128K
|
16.5K
$380K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
206KNew |
$4.72M - $4.77M
|
206K
$4.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
572New |
$13.1K - $13.2K
|
572
$13.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.73KNew |
$62.3K - $63.1K
|
2.73K
$62.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-52- 0.06% |
$1.19K - $1.2K
|
89.2K
$2.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-400- 3.67% |
$9.15K - $9.26K
|
10.5K
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-47.9K- 40.24% |
$1.1M - $1.11M
|
71.1K
$1.64M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-9.5K- 7.31% |
$217K - $220K
|
120K
$2.78M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
622New |
$14.3K - $14.4K
|
622
$14.4K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
453+ 28.44% |
$10.4K - $10.5K
|
2.05K
$47.2K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.05K+ 1.61% |
$24.2K - $24.3K
|
66.1K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
986New |
$22.7K - $22.8K
|
986
$22.8K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.84K+ 10.62% |
$42.4K - $42.7K
|
19.2K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-24- 1.38% |
$553 - $556
|
1.72K
$39.7K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 7.5% |
$24.5K - $24.7K
|
13.1K
$303K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.04K+ 1.48% |
$46.9K - $47.2K
|
139K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
99New |
$2.28K - $2.29K
|
99
$2.29K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
127+ 1.4% |
$2.92K - $2.94K
|
9.21K
$213K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.06K- 27.19% |
$186K - $187K
|
21.6K
$498K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-200- 0.8% |
$4.61K - $4.63K
|
24.8K
$573K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.33K- 3.47% |
$53.6K - $53.9K
|
64.8K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
324+ 3.0% |
$7.46K - $7.51K
|
11.1K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.08K+ 3.31% |
$24.9K - $25K
|
33.7K
$777K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.57KNew |
$128K - $129K
|
5.57K
$129K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
20.9KNew |
$480K - $483K
|
20.9K
$481K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-8.07K- 23.66% |
$186K - $187K
|
26K
$601K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-203- 66.34% |
$4.68K - $4.7K
|
103
$2.38K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-52.4K- 39.09% |
$1.21M - $1.21M
|
81.7K
$1.89M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$34.5K - $34.8K
|
1.5K
$34.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.34K+ 3.99% |
$30.8K - $31.1K
|
34.9K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.83KNew |
$42.2K - $42.6K
|
1.83K
$42.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
66.8K+ 163.63% |
$1.54M - $1.55M
|
108K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.59K- 20.64% |
$59.6K - $60.2K
|
9.96K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.92K+ 7.0% |
$44.1K - $44.5K
|
29.3K
$677K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
7.14KNew |
$164K - $166K
|
7.14K
$165K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
96.2KNew |
$2.22M - $2.24M
|
96.2K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-54.3K- 70.36% |
$1.25M - $1.26M
|
22.9K
$528K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.4K- 59.92% |
$32.3K - $32.6K
|
939
$21.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
12.1KNew |
$279K - $281K
|
12.1K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-14K- 94.38% |
$323K - $326K
|
835
$19.3K
|
|