Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.09K- 22.41% |
$113K - $125K
|
3.77K
$172K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.12K- 4.19% |
$117K - $128K
|
25.6K
$1.17M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.57K- 8.98% |
$164K - $180K
|
15.9K
$728K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.62K- 42.8% |
$168K - $185K
|
2.16K
$98.6K
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.96K- 43.23% |
$204K - $224K
|
2.57K
$118K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.54K- 7.2% |
$265K - $291K
|
32.7K
$1.5M
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-2.6K- 25.24% |
$271K - $297K
|
7.69K
$351K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.76K- 18.07% |
$288K - $316K
|
12.5K
$572K
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-3.23K- 13.49% |
$337K - $370K
|
20.7K
$947K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.57K- 64.18% |
$372K - $409K
|
2K
$91.1K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.71K- 14.44% |
$386K - $425K
|
22K
$1M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.72K- 23.49% |
$388K - $426K
|
12.1K
$554K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.78K- 17.89% |
$394K - $433K
|
17.4K
$793K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-4.63K- 93.92% |
$483K - $531K
|
300
$13.7K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-4.94K- 6.37% |
$515K - $566K
|
72.6K
$3.32M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.8K- 14.71% |
$1.23M - $1.36M
|
68.7K
$3.14M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.6K- 3.5% |
$1.41M - $1.55M
|
374K
$17.1M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.5K- 14.19% |
$1.51M - $1.66M
|
87.7K
$4.01M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.6K- 5.64% |
$2.46M - $2.7M
|
395K
$18M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.8K- 68.67% |
$2.68M - $2.95M
|
11.8K
$537K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59.5K- 15.45% |
$6.2M - $6.82M
|
326K
$14.9M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-76.5K- 89.85% |
$7.97M - $8.76M
|
8.64K
$395K
|