Latest Institutional Purchases of Invesco Self Indexed Fd Tr Bul (BSJT)
This list provides information on the latest institutional transactions involving Invesco Self Indexed Fd Tr Bul (BSJT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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
|
- |
357K+ 145.52% |
$7.49M - $7.86M
|
602K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
141K+ 56.49% |
$2.96M - $3.11M
|
391K
$8.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
99.7K+ 26.19% |
$2.09M - $2.2M
|
481K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
78.4KNew |
$1.65M - $1.73M
|
78.4K
$1.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.5K+ 21.91% |
$1.48M - $1.55M
|
392K
$8.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.1K+ 46.27% |
$1.16M - $1.21M
|
174K
$3.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.7K+ 15.89% |
$1.02M - $1.07M
|
355K
$7.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
36.1K+ 17.18% |
$758K - $796K
|
246K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.1K+ 2128.03% |
$528K - $554K
|
26.3K
$564K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.2KNew |
$446K - $468K
|
21.2K
$455K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.2K+ 37.22% |
$362K - $380K
|
63.5K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.9K+ 61.9% |
$333K - $350K
|
41.5K
$889K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
12.9K+ 72.02% |
$272K - $285K
|
30.9K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.7K+ 85.7% |
$268K - $281K
|
27.6K
$592K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4KNew |
$260K - $273K
|
12.4K
$266K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
12.2KNew |
$256K - $268K
|
12.2K
$261K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.9K+ 124.07% |
$250K - $262K
|
21.5K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10.8KNew |
$227K - $238K
|
10.8K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.68K+ 45.54% |
$203K - $213K
|
30.9K
$663K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
9.18KNew |
$193K - $202K
|
9.18K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.97K+ 26.42% |
$104K - $110K
|
23.8K
$509K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.36K+ 118.22% |
$91.6K - $96.1K
|
8.05K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.74K+ 135.94% |
$78.6K - $82.5K
|
6.49K
$139K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.49K+ 12.29% |
$73.2K - $76.8K
|
31.8K
$682K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.08K+ 17.25% |
$64.6K - $67.8K
|
20.9K
$448K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.35KNew |
$49.4K - $51.8K
|
2.35K
$50.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.1K+ 131.18% |
$44K - $46.2K
|
3.69K
$79.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.93KNew |
$40.5K - $42.5K
|
1.93K
$41.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.38K+ 29.44% |
$28.9K - $30.3K
|
6.05K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
849+ 3.78% |
$17.8K - $18.7K
|
23.3K
$499K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
717+ 2.24% |
$15.1K - $15.8K
|
32.7K
$700K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
650+ 4.82% |
$13.7K - $14.3K
|
14.1K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
457+ 692.42% |
$9.6K - $10.1K
|
523
$11.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
457+ 692.42% |
$9.6K - $10.1K
|
523
$11.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
328+ 2.03% |
$6.89K - $7.23K
|
16.4K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
195+ 3.7% |
$4.1K - $4.3K
|
5.47K
$117K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
700New |
$14.5K - $14.9K
|
700
$15K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
520+ 36.11% |
$10.8K - $11.1K
|
1.96K
$42K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.63KNew |
$34.1K - $34.7K
|
1.63K
$34.9K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.9KNew |
$405K - $445K
|
20.9K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.94K - $2.13K
|
100
$2.14K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
22KNew |
$439K - $454K
|
22K
$471K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
23.1KNew |
$458K - $488K
|
23.1K
$495K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.58KNew |
$31.3K - $33.4K
|
1.58K
$33.8K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
136New |
$2.7K - $2.87K
|
136
$2.91K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.35KNew |
$25.9K - $29.4K
|
1.35K
$28.9K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.74KNew |
$38.6K - $42.8K
|
1.74K
$37.2K
|
|