Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
175K+ 479.43% |
$3.41M - $3.68M
|
211K
$4.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31KNew |
$606K - $654K
|
31K
$651K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
19.7KNew |
$385K - $415K
|
19.7K
$414K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.6K+ 43.23% |
$383K - $413K
|
64.9K
$1.36M
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
14.2KNew |
$277K - $299K
|
14.2K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 2261.71% |
$274K - $295K
|
14.6K
$307K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.5K+ 54.38% |
$245K - $264K
|
35.6K
$748K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.5K+ 85.77% |
$244K - $264K
|
27.1K
$569K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.05KNew |
$98.8K - $107K
|
5.05K
$106K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.54K+ 54.83% |
$30.1K - $32.4K
|
4.34K
$91.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
664New |
$13K - $14K
|
664
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
480New |
$9.38K - $10.1K
|
480
$10.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
420+ 4.05% |
$8.21K - $8.85K
|
10.8K
$227K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.93K- 4.45% |
$37.7K - $40.6K
|
41.3K
$868K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-23.1K- 56.27% |
$452K - $487K
|
18K
$377K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-256K- 95.65% |
$5.01M - $5.41M
|
11.7K
$245K
|