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 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.3K- 54.69% |
$415K - $493K
|
8.55K
$380K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-12.2K- 31.42% |
$488K - $580K
|
26.5K
$1.18M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16.3K- 45.87% |
$656K - $780K
|
19.3K
$858K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-24.4K- 28.31% |
$978K - $1.16M
|
61.7K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-29K- 15.6% |
$1.16M - $1.38M
|
157K
$6.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-30.6K- 35.9% |
$1.23M - $1.46M
|
54.7K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-72.3K- 10.3% |
$2.9M - $3.45M
|
629K
$28M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-85.4K- 16.49% |
$3.43M - $4.08M
|
432K
$19.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-91K- 81.47% |
$3.65M - $4.34M
|
20.7K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-101K- 56.48% |
$4.04M - $4.8M
|
77.6K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-254K- 11.06% |
$10.2M - $12.1M
|
2.04M
$90.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-283K- 92.89% |
$11.3M - $13.5M
|
21.6K
$962K
|