Purchases and Sales Made in Q1 2023 in Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SF IDXD FD TR BULLE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-2.05K- 13.6% |
$45.3K - $46.6K
|
13K
$302K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-3K- 9.53% |
$66.1K - $68.1K
|
28.5K
$660K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.09K- 22.32% |
$68.1K - $70.2K
|
10.8K
$249K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.71K- 22.78% |
$81.8K - $84.3K
|
12.6K
$291K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.94K- 3.83% |
$86.8K - $89.5K
|
98.9K
$2.29M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.43K- 88.2% |
$97.7K - $101K
|
593
$13.7K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.47K- 0.64% |
$98.6K - $102K
|
698K
$16.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-8.05K- 10.97% |
$178K - $183K
|
65.3K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-8.95K- 7.08% |
$197K - $203K
|
117K
$2.72M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-9.13K- 91.96% |
$201K - $207K
|
798
$18.5K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.1K- 10.71% |
$420K - $433K
|
159K
$3.68M
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-24.1K- 54.94% |
$531K - $547K
|
19.8K
$457K
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-26.9K- 23.3% |
$593K - $611K
|
88.5K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.8K- 4.99% |
$922K - $950K
|
796K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-107K- 12.96% |
$2.35M - $2.42M
|
717K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-121K- 30.19% |
$2.67M - $2.75M
|
280K
$6.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-255K- 67.33% |
$5.62M - $5.79M
|
124K
$2.86M
|