Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
31.4K+ 197.06% |
$1.12M - $3.7M
|
47.3K
$2.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
29.4K+ 202.34% |
$1.05M - $3.46M
|
43.9K
$2M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
29.3K+ 279.65% |
$1.04M - $3.45M
|
39.8K
$1.82M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27.3K+ 205.25% |
$975K - $3.22M
|
40.7K
$1.86M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
26.3K+ 191.24% |
$938K - $3.1M
|
40.1K
$1.83M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.7KNew |
$915K - $3.02M
|
25.7K
$1.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
24.3K+ 196.11% |
$865K - $2.86M
|
36.6K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.9K+ 86.99% |
$853K - $2.82M
|
51.4K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.7K+ 195.32% |
$844K - $2.79M
|
35.8K
$1.63M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
23.4K+ 88.04% |
$835K - $2.76M
|
50K
$2.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23.2K+ 208.25% |
$828K - $2.74M
|
34.4K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
23.1K+ 196.36% |
$822K - $2.72M
|
34.8K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.5K+ 200.92% |
$801K - $2.65M
|
33.6K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
20.2K+ 236.42% |
$719K - $2.37M
|
28.7K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.9KNew |
$711K - $2.35M
|
19.9K
$911K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.3K+ 205.68% |
$686K - $2.27M
|
28.6K
$1.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
19.1K+ 190.12% |
$680K - $2.25M
|
29.1K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.8K+ 231.9% |
$563K - $1.86M
|
22.6K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15.7K+ 199.33% |
$560K - $1.85M
|
23.6K
$1.08M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
15.4K+ 200.16% |
$549K - $1.81M
|
23.1K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.4KNew |
$515K - $1.7M
|
14.4K
$660K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
14.4K+ 211.55% |
$513K - $1.69M
|
21.2K
$967K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.6K+ 222.25% |
$485K - $1.6M
|
19.7K
$901K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
13.3K+ 206.14% |
$473K - $1.56M
|
19.7K
$900K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.7K+ 113.11% |
$451K - $1.49M
|
23.8K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.6K+ 116.02% |
$449K - $1.48M
|
23.5K
$1.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.4K+ 211.5% |
$442K - $1.46M
|
18.3K
$834K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.3K+ 205.3% |
$438K - $1.45M
|
18.3K
$834K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.6KNew |
$378K - $1.25M
|
10.6K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10.6K+ 211.31% |
$376K - $1.24M
|
15.6K
$710K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.5K+ 200.73% |
$375K - $1.24M
|
15.8K
$720K
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
9.88K+ 102.44% |
$352K - $1.16M
|
19.5K
$892K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
9.8KNew |
$349K - $1.15M
|
9.8K
$448K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
9.71K+ 174.7% |
$346K - $1.14M
|
15.3K
$697K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.65K+ 202.18% |
$344K - $1.14M
|
14.4K
$659K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
8.68K+ 180.92% |
$309K - $1.02M
|
13.5K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.44K+ 203.06% |
$301K - $994K
|
12.6K
$575K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.3K+ 206.95% |
$296K - $978K
|
12.3K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.3KNew |
$296K - $978K
|
8.3K
$379K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.85KNew |
$280K - $925K
|
7.85K
$359K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
7.65KNew |
$273K - $901K
|
7.65K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.64K+ 202.76% |
$273K - $900K
|
11.4K
$521K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.64K+ 242.72% |
$272K - $899K
|
10.8K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.42K+ 148.67% |
$265K - $874K
|
12.4K
$567K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.97K+ 214.66% |
$249K - $821K
|
10.2K
$467K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.7KNew |
$239K - $789K
|
6.7K
$306K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6.61K+ 2.09% |
$236K - $778K
|
322K
$14.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.43K+ 225.95% |
$229K - $757K
|
9.27K
$423K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.25KNew |
$223K - $736K
|
6.25K
$285K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.11KNew |
$218K - $720K
|
6.11K
$279K
|