Purchases and Sales Made in Q2 2024 in Invesco ETF Self Indexed Fd Tr (BSMV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSMV) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF SELF-INDEXED FD TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
41KNew |
$850K - $872K
|
41K
$862K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
26K+ 29.39% |
$538K - $552K
|
114K
$2.4M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.9K+ 32.51% |
$391K - $401K
|
77K
$1.62M
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
16.6K+ 9.04% |
$344K - $353K
|
201K
$4.21M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 11.62% |
$314K - $322K
|
146K
$3.06M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9KNew |
$225K - $231K
|
10.9K
$228K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.2KNew |
$211K - $217K
|
10.2K
$214K
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
9.61KNew |
$199K - $204K
|
9.61K
$202K
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.93K+ 18.35% |
$185K - $190K
|
57.6K
$1.21M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.43K+ 23.82% |
$133K - $137K
|
33.4K
$702K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85K+ 27.21% |
$100K - $103K
|
22.7K
$476K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.03K+ 15.99% |
$83.4K - $85.6K
|
29.2K
$614K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.41K+ 37.51% |
$70.5K - $72.4K
|
12.5K
$262K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.17K+ 11.02% |
$65.6K - $67.4K
|
32K
$671K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.47K+ 15.53% |
$51.1K - $52.5K
|
18.4K
$386K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.4KNew |
$49.7K - $51K
|
2.4K
$50.4K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.37K+ 48.8% |
$49.1K - $50.4K
|
7.23K
$152K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.98K+ 22.93% |
$41K - $42.1K
|
10.6K
$223K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.87K+ 6.77% |
$38.7K - $39.7K
|
29.5K
$620K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.75K+ 82.23% |
$36.3K - $37.3K
|
3.89K
$81.6K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.69K+ 7.72% |
$35K - $35.9K
|
23.6K
$496K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.69K+ 7.72% |
$35K - $35.9K
|
23.6K
$496K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.58K+ 14.51% |
$32.6K - $33.5K
|
12.4K
$261K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.35KNew |
$27.8K - $28.6K
|
1.35K
$28.2K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.01K+ 0.81% |
$20.9K - $21.5K
|
126K
$2.65M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
909New |
$18.8K - $19.3K
|
909
$19.1K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
475New |
$9.83K - $10.1K
|
475
$9.98K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
148+ 4.38% |
$3.06K - $3.14K
|
3.53K
$74.1K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
135+ 0.78% |
$2.79K - $2.87K
|
17.4K
$366K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-230- 1.19% |
$4.76K - $4.89K
|
19.1K
$401K
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-350- 0.73% |
$7.25K - $7.43K
|
47.4K
$996K
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.87K- 4.45% |
$38.8K - $39.8K
|
40.2K
$845K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.48K- 32.79% |
$51.3K - $52.7K
|
5.08K
$107K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.01K- 8.63% |
$62.4K - $64K
|
31.9K
$670K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.15K- 22.75% |
$65.2K - $66.9K
|
10.7K
$225K
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.27K- 1.14% |
$67.7K - $69.4K
|
282K
$5.93M
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.05K- 7.29% |
$125K - $128K
|
76.9K
$1.61M
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-8.73K- 12.51% |
$181K - $185K
|
61K
$1.28M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.99K- 12.58% |
$186K - $191K
|
62.4K
$1.31M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-42.8K- 35.98% |
$886K - $909K
|
76.2K
$1.6M
|