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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
875+ 1.25% |
$34.3K - $37K
|
71K
$3.24M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
846+ 4.57% |
$33.1K - $35.8K
|
19.3K
$883K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
707+ 1.15% |
$27.7K - $29.9K
|
62.5K
$2.85M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
672+ 4.96% |
$26.3K - $28.4K
|
14.2K
$650K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
583+ 0.93% |
$22.8K - $24.7K
|
63K
$2.88M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
493+ 1.54% |
$19.3K - $20.9K
|
32.4K
$1.48M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
463+ 1.57% |
$18.1K - $19.6K
|
30K
$1.37M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
431New |
$16.9K - $18.2K
|
431
$19.7K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
421+ 2.03% |
$16.5K - $17.8K
|
21.1K
$965K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
375New |
$14.7K - $15.9K
|
375
$17.1K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
233+ 3.92% |
$9.12K - $9.86K
|
6.18K
$282K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
193New |
$7.56K - $8.16K
|
193
$8.82K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
184+ 1150.0% |
$7.21K - $7.78K
|
200
$9.14K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
167+ 19.22% |
$6.54K - $7.06K
|
1.04K
$47.3K
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
137+ 1.18% |
$5.36K - $5.8K
|
11.7K
$536K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
123New |
$4.82K - $5.2K
|
123
$5.62K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
108+ 0.26% |
$4.23K - $4.57K
|
41.1K
$1.88M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99+ 0.73% |
$3.88K - $4.19K
|
13.7K
$628K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
82+ 0.33% |
$3.21K - $3.47K
|
24.9K
$1.14M
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
57+ 0.54% |
$2.23K - $2.41K
|
10.6K
$483K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
38+ 0.24% |
$1.49K - $1.61K
|
15.9K
$725K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
36New |
$1.41K - $1.52K
|
36
$1.64K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36+ 0.13% |
$1.41K - $1.52K
|
27.8K
$1.27M
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
13+ 0.06% |
$509 - $550
|
23.1K
$1.06M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
10+ 0.04% |
$392 - $423
|
23.1K
$1.05M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.29% |
$235 - $254
|
2.06K
$93.9K
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
4+ 0.07% |
$157 - $169
|
5.98K
$273K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$39.2 - $42.3
|
1
$45.7
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.24% |
$39.2 - $42.3
|
415
$19K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-12- 0.12% |
$470 - $508
|
10.3K
$470K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-25- 1.13% |
$979 - $1.06K
|
2.19K
$100K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-37- 0.24% |
$1.45K - $1.57K
|
15.2K
$695K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-72- 1.35% |
$2.82K - $3.05K
|
5.25K
$240K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-90- 76.92% |
$3.52K - $3.81K
|
27
$1.23K
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-103- 0.81% |
$4.03K - $4.36K
|
12.6K
$574K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-202- 1.52% |
$7.91K - $8.54K
|
13.1K
$598K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-209- 0.72% |
$8.18K - $8.84K
|
28.9K
$1.32M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-210- 1.66% |
$8.22K - $8.88K
|
12.5K
$569K
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-288- 3.6% |
$11.3K - $12.2K
|
7.7K
$352K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-289- 0.49% |
$11.3K - $12.2K
|
58.3K
$2.66M
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-315- 5.89% |
$12.3K - $13.3K
|
5.03K
$230K
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-436- 3.27% |
$17.1K - $18.4K
|
12.9K
$590K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-468- 1.21% |
$18.3K - $19.8K
|
38.2K
$1.75M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-574- 6.5% |
$22.5K - $24.3K
|
8.25K
$377K
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-695- 1.4% |
$27.2K - $29.4K
|
49.1K
$2.24M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.11K- 3.84% |
$43.4K - $46.8K
|
27.7K
$1.27M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.47K- 19.09% |
$57.6K - $62.3K
|
6.24K
$285K
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.65K- 17.01% |
$64.7K - $69.9K
|
8.07K
$369K
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.99K- 3.61% |
$77.9K - $84.1K
|
53.1K
$2.43M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.05K- 8.11% |
$80.2K - $86.6K
|
23.2K
$1.06M
|