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 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-6- 0.1% |
$202 - $253
|
6.11K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17- 2.95% |
$572 - $716
|
559
$26.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 0.07% |
$1.01K - $1.26K
|
40.1K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-54- 0.66% |
$1.82K - $2.27K
|
8.1K
$383K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-62- 1.11% |
$2.08K - $2.61K
|
5.55K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-69- 0.02% |
$2.32K - $2.9K
|
310K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-84- 0.25% |
$2.82K - $3.54K
|
33.6K
$1.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-135- 1.0% |
$4.54K - $5.68K
|
13.3K
$631K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-200- 2.31% |
$6.72K - $8.42K
|
8.46K
$400K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-201- 67.0% |
$6.76K - $8.46K
|
99
$4.68K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-243- 3.96% |
$8.17K - $10.2K
|
5.89K
$278K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-306- 23.45% |
$10.3K - $12.9K
|
999
$47.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-354- 2.45% |
$11.9K - $14.9K
|
14.1K
$665K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-528- 4.63% |
$17.8K - $22.2K
|
10.9K
$515K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-623- 9.97% |
$20.9K - $26.2K
|
5.62K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-671- 11.0% |
$22.6K - $28.2K
|
5.43K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-686- 5.45% |
$23.1K - $28.9K
|
11.9K
$563K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-781- 4.0% |
$26.3K - $32.9K
|
18.7K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-788- 0.35% |
$26.5K - $33.2K
|
224K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.28K- 5.45% |
$43K - $53.8K
|
22.2K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.35K- 17.63% |
$45.4K - $56.8K
|
6.31K
$298K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.37K- 7.53% |
$46.2K - $57.8K
|
16.9K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.68K- 8.52% |
$56.4K - $70.6K
|
18K
$852K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.22K- 2.5% |
$74.5K - $93.3K
|
86.4K
$4.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.28K- 3.86% |
$76.7K - $96.1K
|
56.8K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.34K- 3.87% |
$78.8K - $98.7K
|
58.3K
$2.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.74K- 4.84% |
$92.2K - $115K
|
53.9K
$2.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.58K- 19.59% |
$120K - $151K
|
14.7K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.12K- 7.48% |
$138K - $173K
|
50.9K
$2.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.42K- 7.58% |
$182K - $228K
|
66.1K
$3.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.08K- 1.46% |
$205K - $256K
|
409K
$19.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-9.38K- 25.6% |
$315K - $395K
|
27.3K
$1.29M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-10.3K- 11.11% |
$345K - $432K
|
82K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-12K- 23.4% |
$403K - $505K
|
39.3K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13.3K- 16.04% |
$448K - $561K
|
69.7K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.9K- 27.08% |
$468K - $586K
|
37.5K
$1.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-14K- 73.95% |
$471K - $589K
|
4.93K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.1K- 42.91% |
$574K - $718K
|
22.7K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.7K- 1.79% |
$730K - $914K
|
1.19M
$56.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.9K- 8.02% |
$804K - $1.01M
|
274K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.4K- 2.93% |
$956K - $1.2M
|
942K
$44.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29.2K- 31.09% |
$982K - $1.23M
|
64.7K
$3.06M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-38.5K- 77.0% |
$1.3M - $1.62M
|
11.5K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.3K- 76.49% |
$1.32M - $1.66M
|
12.1K
$572K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39.9K- 58.78% |
$1.34M - $1.68M
|
28K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-41.5K- 11.92% |
$1.39M - $1.75M
|
306K
$14.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.6K- 2.05% |
$1.5M - $1.88M
|
2.13M
$101M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-55.5K- 91.4% |
$1.86M - $2.34M
|
5.22K
$247K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-61K- 23.17% |
$2.05M - $2.57M
|
202K
$9.57M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-82.6K- 92.5% |
$2.78M - $3.48M
|
6.7K
$317K
|