Purchases and Sales Made in Q3 2025 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q3 2025. 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 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
46.2KNew |
$1.98M - $2.27M
|
46.2K
$2.2M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
17.8KNew |
$762K - $872K
|
17.8K
$848K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.37KNew |
$273K - $313K
|
6.37K
$304K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.7K+ 9.95% |
$202K - $231K
|
52K
$2.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 2721.38% |
$186K - $212K
|
4.49K
$214K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.42KNew |
$104K - $119K
|
2.42K
$116K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.27K+ 7.88% |
$97.2K - $111K
|
31K
$1.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.74K+ 5.25% |
$74.4K - $85.2K
|
34.8K
$1.66M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.72K+ 81.71% |
$73.6K - $84.3K
|
3.82K
$182K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.4K+ 7.22% |
$60.1K - $68.8K
|
20.8K
$994K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.4K+ 171.8% |
$59.8K - $68.5K
|
2.21K
$105K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
925+ 4.51% |
$39.7K - $45.4K
|
21.4K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
599+ 12.0% |
$25.7K - $29.4K
|
5.59K
$267K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
175+ 1.08% |
$7.5K - $8.59K
|
16.3K
$780K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 2.04% |
$4.29K - $4.91K
|
5.01K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100+ 0.51% |
$4.29K - $4.91K
|
19.7K
$940K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.25% |
$943 - $1.08K
|
8.81K
$421K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$686 - $786
|
5.27K
$252K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
12+ 0.05% |
$515 - $589
|
23.2K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6+ 0.06% |
$257 - $295
|
9.59K
$458K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5+ 0.04% |
$214 - $246
|
12.1K
$577K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6- 28.57% |
$257 - $295
|
15
$716
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-190- 2.88% |
$8.15K - $9.33K
|
6.41K
$306K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-381- 1.78% |
$16.3K - $18.7K
|
21.1K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-500- 25.92% |
$21.4K - $24.6K
|
1.43K
$68.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.19K- 70.91% |
$94.1K - $108K
|
900
$43K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.95K- 21.93% |
$169K - $194K
|
14K
$671K
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-6.87K- 37.14% |
$294K - $337K
|
11.6K
$555K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-26.5K- 21.74% |
$1.14M - $1.3M
|
95.3K
$4.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-300K- 47.27% |
$12.8M - $14.7M
|
334K
$16M
|