Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q2 2024. 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 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
265K+ 18.59% |
$10.4M - $11.2M
|
1.69M
$77.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
128K+ 274.87% |
$5.03M - $5.43M
|
175K
$8M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
112K+ 253.22% |
$4.4M - $4.75M
|
157K
$7.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
103KNew |
$4.03M - $4.35M
|
103K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
63.7KNew |
$2.5M - $2.7M
|
63.7K
$2.91M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.7K+ 10.63% |
$1.24M - $1.34M
|
330K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
25KNew |
$978K - $1.06M
|
25K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
24.6K+ 1.98% |
$965K - $1.04M
|
1.27M
$57.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.8KNew |
$931K - $1.01M
|
23.8K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
21.7K+ 42.09% |
$849K - $917K
|
73.2K
$3.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
18.9K+ 6.0% |
$739K - $799K
|
334K
$15.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
18.4KNew |
$721K - $779K
|
18.4K
$841K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
17.7KNew |
$692K - $747K
|
17.7K
$807K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.9K+ 31.18% |
$622K - $672K
|
66.8K
$3.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.6K+ 9.57% |
$534K - $577K
|
156K
$7.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.2K+ 9.61% |
$519K - $560K
|
151K
$6.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 48.98% |
$489K - $528K
|
38K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
12.5K+ 49.06% |
$489K - $528K
|
37.9K
$1.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.27K+ 12.07% |
$363K - $392K
|
86.1K
$3.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.81KNew |
$345K - $372K
|
8.81K
$402K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.72K+ 3.59% |
$341K - $369K
|
252K
$11.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
7.99K+ 3.8% |
$313K - $338K
|
218K
$9.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.57K+ 0.35% |
$296K - $320K
|
2.18M
$99.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.57K+ 0.35% |
$296K - $320K
|
2.18M
$99.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.29K+ 35.25% |
$285K - $308K
|
28K
$1.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.83K+ 56.29% |
$268K - $289K
|
19K
$867K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.3KNew |
$247K - $266K
|
6.3K
$288K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.63K+ 55.44% |
$221K - $238K
|
15.8K
$722K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.43KNew |
$212K - $229K
|
5.43K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.06KNew |
$198K - $214K
|
5.06K
$231K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
5K+ 33.43% |
$196K - $212K
|
20K
$912K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.57K+ 1.45% |
$179K - $193K
|
319K
$14.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.78K+ 6.19% |
$148K - $160K
|
64.8K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.04K+ 72.98% |
$119K - $129K
|
7.2K
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.37K+ 7.03% |
$92.7K - $100K
|
36K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.09K+ 3.81% |
$81.6K - $88.2K
|
56.8K
$2.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.95K+ 11.25% |
$76.4K - $82.5K
|
19.3K
$881K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.94K+ 11.54% |
$75.9K - $81.9K
|
18.7K
$855K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.81K+ 1.86% |
$71K - $76.7K
|
99.3K
$4.53M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.8K+ 221.03% |
$70.4K - $76K
|
2.61K
$119K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.51K+ 11.53% |
$59.2K - $64K
|
14.6K
$669K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.46K+ 1.87% |
$57K - $61.6K
|
79.4K
$3.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.42K+ 3.9% |
$55.5K - $59.9K
|
37.7K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.36K+ 8.61% |
$53.2K - $57.5K
|
17.1K
$783K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 11.52% |
$52.6K - $56.9K
|
13K
$594K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.3K+ 22.24% |
$50.9K - $55K
|
7.15K
$327K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.16K+ 13.01% |
$45.6K - $49.2K
|
10.1K
$462K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.16K+ 1.57% |
$45.4K - $49K
|
74.8K
$3.42M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
929+ 14.73% |
$36.4K - $39.3K
|
7.24K
$330K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
926+ 3.53% |
$36.3K - $39.2K
|
27.2K
$1.24M
|