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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-34- 0.15% |
$1.37K - $1.62K
|
22.2K
$985K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-53- 0.44% |
$2.13K - $2.53K
|
12.1K
$537K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-100- 1.13% |
$4.02K - $4.77K
|
8.79K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-161- 2.22% |
$6.46K - $7.68K
|
7.08K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-206- 7.69% |
$8.27K - $9.83K
|
2.47K
$110K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-232- 0.64% |
$9.31K - $11.1K
|
36.1K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-289- 1.02% |
$11.6K - $13.8K
|
27.9K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-370- 28.64% |
$14.9K - $17.7K
|
922
$41K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-445- 2.04% |
$17.9K - $21.2K
|
21.4K
$951K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-453- 45.35% |
$18.2K - $21.6K
|
546
$24.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-541Closed |
$21.7K - $25.8K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-547- 4.73% |
$22K - $26.1K
|
11K
$490K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-635- 0.93% |
$25.5K - $30.3K
|
68K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-679- 3.47% |
$27.3K - $32.4K
|
18.9K
$840K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-741- 10.35% |
$29.8K - $35.4K
|
6.42K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-755- 0.44% |
$30.3K - $36K
|
171K
$7.59M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-863- 6.89% |
$34.6K - $41.2K
|
11.7K
$518K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-876- 3.18% |
$35.2K - $41.8K
|
26.6K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-902- 2.54% |
$36.2K - $43.1K
|
34.6K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.03K- 4.97% |
$41.2K - $48.9K
|
19.6K
$871K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.06K- 1.57% |
$42.6K - $50.6K
|
66.5K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.07K- 7.21% |
$42.8K - $50.8K
|
13.7K
$609K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.27K- 2.63% |
$51.1K - $60.8K
|
47.1K
$2.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.31K- 15.49% |
$52.7K - $62.7K
|
7.17K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.36K- 3.36% |
$54.4K - $64.7K
|
39K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.36K- 21.03% |
$54.5K - $64.8K
|
5.1K
$227K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.41K- 8.37% |
$56.6K - $67.3K
|
15.4K
$686K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.43K- 9.42% |
$57.2K - $68K
|
13.7K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.48K- 17.91% |
$59.3K - $70.4K
|
6.77K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.71K- 9.6% |
$68.5K - $81.4K
|
16.1K
$714K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.76K- 4.69% |
$70.7K - $84.1K
|
35.8K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.02K- 3.7% |
$80.9K - $96.2K
|
52.4K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.12K- 10.09% |
$85.2K - $101K
|
18.9K
$841K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-2.16K- 17.98% |
$86.9K - $103K
|
9.87K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.4K- 0.76% |
$96.5K - $115K
|
313K
$13.9M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.07K- 8.58% |
$123K - $147K
|
32.8K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3.51K- 13.55% |
$141K - $168K
|
22.4K
$996K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.62K- 39.21% |
$145K - $173K
|
5.62K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.15K- 15.82% |
$166K - $198K
|
22.1K
$981K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.26K- 5.26% |
$171K - $203K
|
76.7K
$3.41M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-4.28K- 33.06% |
$172K - $204K
|
8.67K
$386K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.65K- 2.43% |
$187K - $222K
|
187K
$8.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5.14K- 1.56% |
$206K - $245K
|
324K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.16K- 11.67% |
$207K - $246K
|
39.1K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.55K- 30.23% |
$223K - $265K
|
12.8K
$569K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6.06K- 26.78% |
$243K - $289K
|
16.6K
$737K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.31K- 46.68% |
$253K - $301K
|
7.21K
$321K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-7.34K- 75.83% |
$295K - $350K
|
2.34K
$104K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.43K- 20.54% |
$298K - $355K
|
28.8K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.88K- 49.49% |
$316K - $376K
|
8.04K
$358K
|