Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (DJD)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (DJD) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
76.3KNew |
$3.86M - $4.13M
|
76.3K
$4.1M
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
37.7KNew |
$1.91M - $2.04M
|
37.7K
$2.03M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
36.7KNew |
$1.86M - $1.99M
|
36.7K
$1.97M
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
31.3K+ 100.55% |
$1.59M - $1.7M
|
62.5K
$3.36M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29.8KNew |
$1.51M - $1.61M
|
29.8K
$1.6M
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18.9K+ 6.18% |
$957K - $1.02M
|
325K
$17.5M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$661K - $708K
|
13.1K
$703K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.6K+ 21.2% |
$637K - $681K
|
71.9K
$3.87M
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
11KNew |
$558K - $597K
|
11K
$593K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.87K+ 76.01% |
$196K - $209K
|
8.95K
$482K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.21K+ 13.21% |
$162K - $174K
|
27.5K
$1.48M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.37KNew |
$120K - $128K
|
2.37K
$128K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.35K+ 11.38% |
$119K - $127K
|
23K
$1.24M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.74K+ 195.52% |
$88.3K - $94.5K
|
2.64K
$142K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.06KNew |
$53.9K - $57.7K
|
1.06K
$57.3K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.06K+ 2.71% |
$53.8K - $57.6K
|
40.3K
$2.17M
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
578+ 6.54% |
$29.3K - $31.3K
|
9.41K
$506K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
481+ 3.32% |
$24.4K - $26.1K
|
15K
$805K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
374+ 4.82% |
$18.9K - $20.3K
|
8.13K
$437K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
369New |
$18.7K - $20K
|
369
$19.9K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
352+ 0.58% |
$17.8K - $19.1K
|
61.5K
$3.31M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
300+ 6.82% |
$15.2K - $16.3K
|
4.7K
$253K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
240New |
$12.2K - $13K
|
240
$12.9K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
221+ 15.59% |
$11.2K - $12K
|
1.64K
$88.2K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
187+ 5.06% |
$9.47K - $10.1K
|
3.88K
$209K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
105New |
$5.32K - $5.69K
|
105
$5.65K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25+ 2500.0% |
$1.27K - $1.35K
|
26
$1.4K
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 0.27% |
$203 - $217
|
1.47K
$78.9K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.86% |
$152 - $163
|
352
$18.9K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.24% |
$50.7 - $54.2
|
424
$22.8K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-37- 0.12% |
$1.87K - $2.01K
|
30.5K
$1.64M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-57- 0.19% |
$2.89K - $3.09K
|
29.2K
$1.57M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-170- 1.87% |
$8.61K - $9.21K
|
8.92K
$480K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-283- 10.61% |
$14.3K - $15.3K
|
2.39K
$128K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-452- 2.48% |
$22.9K - $24.5K
|
17.8K
$955K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-947- 63.64% |
$48K - $51.3K
|
541
$29.1K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.38K- 12.37% |
$69.9K - $74.8K
|
9.78K
$526K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.12K- 24.49% |
$108K - $115K
|
6.55K
$352K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.61K- 2.33% |
$132K - $142K
|
110K
$5.9M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.08K- 20.23% |
$156K - $167K
|
12.1K
$654K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.82K- 10.37% |
$194K - $207K
|
33K
$1.78M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.52K- 32.64% |
$229K - $245K
|
9.32K
$501K
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.99K- 3.01% |
$354K - $379K
|
225K
$12.1M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.59K- 1.46% |
$384K - $411K
|
513K
$27.6M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.83K- 60.83% |
$396K - $424K
|
5.04K
$271K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-18.5K- 71.83% |
$938K - $1M
|
7.27K
$391K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-19.6K- 3.34% |
$991K - $1.06M
|
566K
$30.5M
|