Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.37K+ 0.85% |
$147K - $184K
|
519K
$24.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.73K+ 54.81% |
$125K - $157K
|
10.5K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.7K+ 6.12% |
$124K - $156K
|
64.1K
$3.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.56K+ 33.51% |
$120K - $150K
|
14.2K
$670K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.32K+ 7727.91% |
$112K - $140K
|
3.37K
$159K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
2.86K+ 37.39% |
$96.2K - $120K
|
10.5K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2.68KNew |
$90.1K - $113K
|
2.68K
$127K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.64K+ 6.14% |
$88.7K - $111K
|
45.6K
$2.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2KNew |
$67.3K - $84.2K
|
2K
$94.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.95KNew |
$65.5K - $82K
|
1.95K
$92.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.45K+ 0.73% |
$48.7K - $61K
|
199K
$9.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.38K+ 6.51% |
$46.3K - $58K
|
22.6K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.34K+ 14.44% |
$45K - $56.4K
|
10.6K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.28K+ 12.54% |
$43.1K - $54K
|
11.5K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.27K+ 4.95% |
$42.7K - $53.4K
|
26.9K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.22K+ 2.66% |
$40.9K - $51.2K
|
47K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 5.37% |
$40.8K - $51.1K
|
23.8K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
961+ 4.87% |
$32.3K - $40.5K
|
20.7K
$978K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
866+ 6.97% |
$29.1K - $36.5K
|
13.3K
$628K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
825New |
$27.7K - $34.7K
|
825
$39K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
810New |
$27.2K - $34.1K
|
810
$38.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
777New |
$26.1K - $32.7K
|
777
$36.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
771+ 0.36% |
$25.9K - $32.5K
|
214K
$10.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
719+ 2.51% |
$24.2K - $30.3K
|
29.4K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
708+ 1.74% |
$23.8K - $29.8K
|
41.4K
$1.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
433+ 6.8% |
$14.6K - $18.2K
|
6.8K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
413+ 154.1% |
$13.9K - $17.4K
|
681
$32.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
390New |
$13.1K - $16.4K
|
390
$18.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
384+ 3.56% |
$12.9K - $16.2K
|
11.2K
$528K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
239+ 0.7% |
$8.04K - $10.1K
|
34.6K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
216+ 3.54% |
$7.26K - $9.09K
|
6.33K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
165+ 0.21% |
$5.55K - $6.95K
|
77.8K
$3.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
159New |
$5.35K - $6.69K
|
159
$7.52K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
139+ 0.59% |
$4.67K - $5.85K
|
23.7K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
124+ 2.2% |
$4.17K - $5.22K
|
5.76K
$272K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
124New |
$4.17K - $5.22K
|
124
$5.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
113+ 0.73% |
$3.8K - $4.76K
|
15.7K
$741K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
111+ 1850.0% |
$3.73K - $4.67K
|
117
$5.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
111+ 1850.0% |
$3.73K - $4.67K
|
117
$5.53K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
44+ 0.28% |
$1.48K - $1.85K
|
15.8K
$747K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
38+ 0.39% |
$1.28K - $1.6K
|
9.84K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
28+ 0.4% |
$941 - $1.18K
|
6.99K
$330K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
16+ 0.07% |
$538 - $674
|
23.1K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12+ 0.03% |
$403 - $505
|
34.8K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.1% |
$303 - $379
|
8.62K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 0.34% |
$235 - $295
|
2.04K
$96.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.01% |
$134 - $168
|
28.6K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.92% |
$33.6 - $42.1
|
53
$2.51K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 1.09% |
$33.6 - $42.1
|
93
$4.4K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$33.6 - $42.1
|
1
$47.3
|