Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.69K+ 27.06% |
$144K - $170K
|
17.3K
$791K
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.61K+ 76.48% |
$141K - $166K
|
8.32K
$380K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.48K+ 64.15% |
$136K - $160K
|
8.91K
$407K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.25K+ 43.67% |
$127K - $149K
|
10.7K
$488K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.05K+ 11.2% |
$119K - $140K
|
30.2K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.99K+ 15.47% |
$117K - $138K
|
22.3K
$1.02M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.99K+ 12.91% |
$117K - $138K
|
26.2K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.86K+ 18.12% |
$112K - $132K
|
18.7K
$852K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.81K+ 4.21% |
$110K - $129K
|
69.6K
$3.18M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.31K+ 15.81% |
$90.6K - $106K
|
17K
$774K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.27K+ 9.14% |
$88.9K - $105K
|
27.1K
$1.24M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.22K+ 3.03% |
$86.9K - $102K
|
75.4K
$3.44M
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.21K+ 11.8% |
$86.4K - $102K
|
20.9K
$956K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.16K+ 0.45% |
$84.6K - $99.4K
|
487K
$22.2M
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.07K+ 10.9% |
$81K - $95.2K
|
21K
$961K
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.99K+ 33.32% |
$77.9K - $91.6K
|
7.97K
$364K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.93KNew |
$75.5K - $88.8K
|
1.93K
$88.1K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 0.48% |
$59.3K - $69.7K
|
317K
$14.5M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 0.77% |
$52.1K - $61.3K
|
174K
$7.95M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.32K+ 12.83% |
$51.7K - $60.8K
|
11.6K
$531K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.17K+ 6.06% |
$45.8K - $53.8K
|
20.5K
$934K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.06K+ 1.63% |
$41.4K - $48.7K
|
65.9K
$3.01M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.05KNew |
$41.1K - $48.3K
|
1.05K
$48K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.05K+ 8.27% |
$41K - $48.1K
|
13.7K
$626K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
897+ 14.12% |
$35.1K - $41.3K
|
7.25K
$331K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
867+ 2.41% |
$33.9K - $39.9K
|
36.9K
$1.68M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
864+ 3.46% |
$33.8K - $39.8K
|
25.8K
$1.18M
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
790+ 11.05% |
$30.9K - $36.4K
|
7.94K
$363K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
754+ 4.4% |
$29.5K - $34.7K
|
17.9K
$817K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
590+ 1035.09% |
$23.1K - $27.2K
|
647
$29.6K
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
517+ 1.05% |
$20.2K - $23.8K
|
49.6K
$2.27M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
460+ 2.18% |
$18K - $21.2K
|
21.6K
$986K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
452New |
$17.7K - $20.8K
|
452
$20.6K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
433+ 1.56% |
$17K - $19.9K
|
28.2K
$1.29M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
311+ 0.96% |
$12.2K - $14.3K
|
32.7K
$1.5M
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
277+ 2.2% |
$10.8K - $12.7K
|
12.8K
$587K
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
268+ 0.71% |
$10.5K - $12.3K
|
38K
$1.74M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
268New |
$10.5K - $12.3K
|
268
$12.2K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
157+ 1.9% |
$6.15K - $7.23K
|
8.41K
$384K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
150New |
$5.87K - $6.9K
|
150
$6.85K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
136+ 2.2% |
$5.32K - $6.26K
|
6.32K
$289K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75+ 0.4% |
$2.94K - $3.45K
|
19K
$869K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60+ 0.1% |
$2.35K - $2.76K
|
63.1K
$2.88M
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
46+ 0.39% |
$1.8K - $2.12K
|
11.8K
$538K
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
14+ 0.08% |
$548 - $644
|
17.7K
$808K
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
14+ 0.06% |
$548 - $644
|
23.1K
$1.06M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10+ 0.02% |
$392 - $460
|
41.1K
$1.88M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.02% |
$78.3 - $92
|
10.6K
$483K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.24% |
$39.2 - $46
|
416
$19K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1New |
$39.2 - $46
|
1
$45.7
|