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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
5.77K+ 200.0% |
$206K - $680K
|
8.66K
$395K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.74K+ 200.17% |
$205K - $676K
|
8.61K
$393K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.65K+ 200.0% |
$201K - $666K
|
8.48K
$387K
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.41K+ 200.0% |
$193K - $637K
|
8.12K
$371K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.2K+ 211.98% |
$185K - $613K
|
7.66K
$350K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.01K+ 205.28% |
$179K - $590K
|
7.46K
$341K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.72K+ 137.66% |
$168K - $556K
|
8.15K
$372K
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.65K+ 201.04% |
$166K - $547K
|
6.96K
$318K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.54K+ 200.8% |
$162K - $535K
|
6.81K
$311K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.21K+ 194.86% |
$150K - $495K
|
6.36K
$291K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.11K+ 206.22% |
$147K - $485K
|
6.11K
$279K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
3.9K+ 200.0% |
$139K - $459K
|
5.85K
$267K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.76K+ 200.85% |
$134K - $443K
|
5.63K
$257K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.62K+ 182.19% |
$129K - $427K
|
5.61K
$256K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.18K+ 271.79% |
$113K - $375K
|
4.35K
$199K
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.92K+ 68.26% |
$104K - $344K
|
7.21K
$329K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.25K+ 152.03% |
$80.2K - $265K
|
3.73K
$170K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2K+ 200.0% |
$71.3K - $236K
|
3K
$137K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.96K+ 201.23% |
$69.8K - $231K
|
2.93K
$134K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.53K+ 8.76% |
$54.4K - $180K
|
18.9K
$865K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.5KNew |
$53.5K - $177K
|
1.5K
$68.5K
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
1.43K+ 200.0% |
$51.1K - $169K
|
2.15K
$98.1K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.36K+ 200.89% |
$48.5K - $160K
|
2.04K
$93.1K
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
846+ 184.31% |
$30.2K - $99.6K
|
1.31K
$59.6K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
836+ 200.0% |
$29.8K - $98.5K
|
1.25K
$57.3K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
813New |
$29K - $95.8K
|
813
$37.1K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
600+ 200.0% |
$21.4K - $70.7K
|
900
$41.1K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
518+ 200.0% |
$18.5K - $61K
|
777
$35.5K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
386New |
$13.8K - $45.5K
|
386
$17.6K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
311+ 117.36% |
$11.1K - $36.6K
|
576
$26.3K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
300New |
$10.7K - $35.3K
|
300
$13.7K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
300New |
$10.7K - $35.3K
|
300
$13.7K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
276+ 200.0% |
$9.84K - $32.5K
|
414
$18.9K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
268New |
$9.55K - $31.6K
|
268
$12.2K
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
234+ 200.0% |
$8.34K - $27.6K
|
351
$16K
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
230+ 200.0% |
$8.2K - $27.1K
|
345
$15.8K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
150+ 200.0% |
$5.35K - $17.7K
|
225
$10.3K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
100+ 200.0% |
$3.57K - $11.8K
|
150
$6.85K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
61+ 196.77% |
$2.17K - $7.18K
|
92
$4.2K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
60+ 200.0% |
$2.14K - $7.07K
|
90
$4.11K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
58+ 200.0% |
$2.07K - $6.83K
|
87
$3.97K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
52+ 200.0% |
$1.85K - $6.12K
|
78
$3.56K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
43New |
$1.53K - $5.06K
|
43
$1.96K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
18+ 200.0% |
$642 - $2.12K
|
27
$1.23K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6New |
$214 - $707
|
6
$274
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6New |
$214 - $707
|
6
$274
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$35.7 - $118
|
1
$45.7
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-3- 5.45% |
$107 - $353
|
52
$2.38K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-830- 11.98% |
$29.6K - $97.8K
|
6.1K
$279K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.39K- 24.28% |
$228K - $753K
|
19.9K
$911K
|