Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (RDIV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RDIV) during Q4 2023. 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 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
570K+ 578.54% |
$19.8M - $25.4M
|
669K
$34.9M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
319KNew |
$11.1M - $14.2M
|
319K
$16.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
196K+ 17.29% |
$6.82M - $8.75M
|
1.33M
$69.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.5K+ 92.37% |
$712K - $913K
|
42.7K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14.3KNew |
$496K - $636K
|
14.3K
$744K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.8KNew |
$446K - $571K
|
12.8K
$669K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.5K+ 28.07% |
$433K - $555K
|
56.9K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$403K - $517K
|
11.6K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.24K+ 28.11% |
$286K - $367K
|
37.5K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.58KNew |
$263K - $337K
|
7.58K
$395K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.38K+ 6.81% |
$256K - $329K
|
116K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.47K+ 1.13% |
$225K - $288K
|
579K
$30.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.3KNew |
$184K - $236K
|
5.3K
$276K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.18KNew |
$180K - $231K
|
5.18K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.13KNew |
$178K - $229K
|
5.13K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
5.1KNew |
$177K - $227K
|
5.1K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.86K+ 63.69% |
$169K - $216K
|
12.5K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.77K+ 93.29% |
$166K - $212K
|
9.88K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.71KNew |
$164K - $210K
|
4.71K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.61K+ 369.85% |
$125K - $161K
|
4.58K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.4K+ 3.54% |
$118K - $151K
|
99.4K
$5.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.88KNew |
$99.9K - $128K
|
2.88K
$150K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.38K+ 14.65% |
$82.6K - $106K
|
18.6K
$971K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.25K+ 577.69% |
$78.2K - $100K
|
2.64K
$138K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
708+ 0.62% |
$24.6K - $31.5K
|
115K
$6.01M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
570New |
$19.8K - $25.4K
|
570
$29.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
543+ 2.09% |
$18.9K - $24.2K
|
26.5K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
503+ 0.5% |
$17.5K - $22.4K
|
102K
$5.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
312+ 11.88% |
$10.8K - $13.9K
|
2.94K
$153K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
200New |
$6.95K - $8.91K
|
200
$10.4K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
181+ 0.58% |
$6.29K - $8.06K
|
31.5K
$1.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
167+ 6.01% |
$5.8K - $7.44K
|
2.95K
$154K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
150+ 0.55% |
$5.21K - $6.68K
|
27.7K
$1.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
146New |
$5.07K - $6.5K
|
146
$7.61K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
117+ 0.67% |
$4.06K - $5.21K
|
17.5K
$910K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
75+ 0.29% |
$2.6K - $3.34K
|
25.7K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
61+ 0.92% |
$2.12K - $2.72K
|
6.69K
$349K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
53+ 0.92% |
$1.84K - $2.36K
|
5.8K
$302K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50New |
$1.74K - $2.23K
|
50
$2.61K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
50New |
$1.74K - $2.23K
|
50
$2.61K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 0.72% |
$695 - $891
|
2.79K
$145K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16+ 0.14% |
$556 - $712
|
11.1K
$580K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 1.01% |
$174 - $223
|
501
$26.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 1.14% |
$139 - $178
|
354
$18.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.15% |
$104 - $134
|
1.96K
$102K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.21% |
$69.5 - $89.1
|
967
$50.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2+ 0.01% |
$69.5 - $89.1
|
15.9K
$831K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.33% |
$34.7 - $44.5
|
304
$15.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-8- 0.07% |
$278 - $356
|
12.3K
$640K
|