Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
95.7K+ 43.49% |
$3.84M - $4.57M
|
316K
$11.7M
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
26KNew |
$1.05M - $1.24M
|
26K
$964K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
16.4K+ 134.15% |
$659K - $783K
|
28.6K
$1.06M
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.27K+ 31.41% |
$252K - $299K
|
26.2K
$971K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.88K+ 27.6% |
$156K - $185K
|
17.9K
$664K
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
3.13K+ 14.87% |
$126K - $150K
|
24.2K
$896K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.59K+ 5.68% |
$63.8K - $75.9K
|
29.6K
$1.1M
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.46K+ 3.75% |
$58.5K - $69.6K
|
40.3K
$1.49M
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
439+ 9.78% |
$17.6K - $21K
|
4.93K
$182K
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
433+ 1.19% |
$17.4K - $20.7K
|
36.7K
$1.36M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
337+ 3.91% |
$13.5K - $16.1K
|
8.96K
$332K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
268New |
$10.8K - $12.8K
|
268
$9.92K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
159New |
$6.38K - $7.59K
|
159
$5.89K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
108New |
$4.34K - $5.15K
|
108
$4K
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
13+ 0.06% |
$522 - $620
|
23.2K
$858K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$402 - $477
|
5.05K
$187K
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-53- 0.44% |
$2.13K - $2.53K
|
12.1K
$448K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-161- 2.22% |
$6.46K - $7.68K
|
7.08K
$262K
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-445- 2.04% |
$17.9K - $21.2K
|
21.4K
$792K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-453- 45.35% |
$18.2K - $21.6K
|
546
$20.2K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-902- 2.54% |
$36.2K - $43.1K
|
34.6K
$1.28M
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-2.16K- 17.98% |
$86.9K - $103K
|
9.87K
$366K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.65K- 2.43% |
$187K - $222K
|
187K
$6.91M
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-12.2K- 31.42% |
$488K - $580K
|
26.5K
$982K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-30.6K- 35.9% |
$1.23M - $1.46M
|
54.7K
$2.03M
|