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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
58+ 0.14% |
$1.34K - $1.35K
|
41.2K
$949K
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-12.4K- 5.61% |
$284K - $287K
|
208K
$4.79M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
873+ 1.56% |
$20.1K - $20.3K
|
57K
$1.31M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.06K+ 17.68% |
$70.5K - $71.1K
|
20.4K
$469K
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-704K- 89.33% |
$16.2M - $16.4M
|
84.1K
$1.94M
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-310K- 11.07% |
$7.14M - $7.2M
|
2.49M
$57.4M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-41.2K- 76.08% |
$948K - $957K
|
13K
$298K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-250- 58.82% |
$5.76K - $5.81K
|
175
$4.03K
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-15.9K- 18.2% |
$366K - $369K
|
71.4K
$1.65M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
989+ 2.76% |
$22.8K - $23K
|
36.9K
$849K
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
254+ 1.31% |
$5.85K - $5.9K
|
19.6K
$451K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.08K+ 36.27% |
$209K - $211K
|
34.1K
$786K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.06K- 2.28% |
$70.3K - $71K
|
131K
$3.02M
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
28.1K+ 4.52% |
$647K - $653K
|
650K
$15M
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-4.11K- 3.87% |
$94.5K - $95.4K
|
102K
$2.35M
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-181- 1.85% |
$4.15K - $4.19K
|
9.59K
$221K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
564New |
$12.9K - $13.1K
|
564
$13K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
963+ 9.77% |
$22.1K - $22.3K
|
10.8K
$249K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-317K- 65.08% |
$7.28M - $7.35M
|
170K
$3.92M
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.04K+ 1.71% |
$23.9K - $24.1K
|
62K
$1.43M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-223- 2.25% |
$5.12K - $5.16K
|
9.69K
$223K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-2.04K- 42.25% |
$46.7K - $47.2K
|
2.78K
$64.1K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-23.7K- 42.13% |
$543K - $548K
|
32.5K
$748K
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-95.4K- 98.88% |
$2.19M - $2.21M
|
1.09K
$25K
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.01K- 49.35% |
$115K - $116K
|
5.14K
$118K
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
193+ 2.29% |
$4.43K - $4.47K
|
8.61K
$198K
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-909- 1.25% |
$20.9K - $21.1K
|
71.8K
$1.65M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
6.68KNew |
$153K - $155K
|
6.68K
$154K
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-12.4K- 22.88% |
$285K - $288K
|
41.9K
$965K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
250New |
$5.74K - $5.79K
|
250
$5.76K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.3K- 17.28% |
$833K - $841K
|
174K
$4M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
821+ 129.09% |
$18.8K - $19K
|
1.46K
$33.6K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64K+ 11.17% |
$1.47M - $1.48M
|
637K
$14.7M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.07K- 11.1% |
$24.6K - $24.9K
|
8.59K
$198K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
86.1K+ 61.9% |
$1.97M - $1.99M
|
225K
$5.19M
|
|
Q2 2024 | |||||||
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
97New |
$2.22K - $2.24K
|
97
$2.23K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
202New |
$4.62K - $4.66K
|
202
$4.65K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-276- 0.21% |
$6.31K - $6.36K
|
134K
$3.09M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.5KNew |
$399K - $402K
|
17.5K
$402K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.3KNew |
$921K - $928K
|
40.3K
$927K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
344New |
$7.87K - $7.93K
|
344
$7.93K
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.86K+ 12.1% |
$111K - $112K
|
45.1K
$1.04M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
478+ 25.95% |
$10.9K - $11K
|
2.32K
$53.5K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
103New |
$2.36K - $2.38K
|
103
$2.37K
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
5.1K+ 50.03% |
$117K - $118K
|
15.3K
$353K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.89KNew |
$158K - $159K
|
6.89K
$159K
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
9.47KNew |
$217K - $218K
|
9.47K
$218K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
22.1KNew |
$506K - $510K
|
22.1K
$510K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
442New |
$10.1K - $10.2K
|
442
$10.2K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.75KNew |
$62.9K - $63.4K
|
2.75K
$63.4K
|