Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.49MNew |
$65.8M - $73.6M
|
1.49M
$68.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
79.5K+ 161.27% |
$3.51M - $3.93M
|
129K
$5.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
74.6K+ 228.62% |
$3.3M - $3.69M
|
107K
$4.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
56.7K+ 20.8% |
$2.51M - $2.81M
|
329K
$15.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
54.3KNew |
$2.4M - $2.69M
|
54.3K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
33.8KNew |
$1.49M - $1.67M
|
33.8K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
33.5K+ 2.52% |
$1.48M - $1.66M
|
1.36M
$63.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.5KNew |
$1.39M - $1.56M
|
31.5K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
20KNew |
$882K - $987K
|
20K
$923K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.5K+ 76.59% |
$683K - $764K
|
35.6K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$621K - $695K
|
14K
$650K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.4K+ 60.78% |
$593K - $664K
|
35.5K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
12.4K+ 144.42% |
$550K - $616K
|
21.1K
$975K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
12.2KNew |
$540K - $605K
|
12.2K
$566K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
11.4KNew |
$503K - $563K
|
11.4K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11.3KNew |
$498K - $558K
|
11.3K
$522K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$458K - $512K
|
10.4K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.43K+ 44.0% |
$372K - $417K
|
27.6K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.79K+ 10.04% |
$344K - $385K
|
85.4K
$3.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.67K+ 71.79% |
$339K - $379K
|
18.3K
$849K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.56K+ 36.98% |
$334K - $374K
|
28K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
7.26K+ 92.24% |
$321K - $359K
|
15.1K
$700K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.67K+ 97.43% |
$295K - $330K
|
13.5K
$626K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6.27KNew |
$277K - $310K
|
6.27K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.19K+ 23.23% |
$229K - $257K
|
27.5K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.04KNew |
$223K - $249K
|
5.04K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.8KNew |
$212K - $237K
|
4.8K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.91K+ 51.71% |
$173K - $193K
|
11.5K
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.25K+ 4.31% |
$144K - $161K
|
78.6K
$3.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.08K+ 9.86% |
$91.7K - $103K
|
23.1K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.7K+ 9.81% |
$75.1K - $84K
|
19K
$880K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.61K+ 1.93% |
$71K - $79.5K
|
85.1K
$3.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.55K+ 7.64% |
$68.5K - $76.6K
|
21.8K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.21K+ 3.22% |
$53.6K - $59.9K
|
38.8K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1K+ 9.49% |
$44.3K - $49.6K
|
11.6K
$536K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
819+ 0.8% |
$36.2K - $40.5K
|
103K
$4.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
683+ 7.67% |
$30.2K - $33.8K
|
9.59K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
606+ 7.63% |
$26.8K - $30K
|
8.55K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
557+ 4.13% |
$24.6K - $27.5K
|
14.1K
$650K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
247+ 2.1% |
$10.9K - $12.2K
|
12K
$557K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
245+ 10.17% |
$10.8K - $12.1K
|
2.66K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
204+ 1.2% |
$9.02K - $10.1K
|
17.2K
$794K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
196New |
$8.66K - $9.69K
|
196
$9.07K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
159+ 0.11% |
$7.03K - $7.86K
|
139K
$6.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
107+ 2.33% |
$4.73K - $5.29K
|
4.69K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
68+ 1.54% |
$3.01K - $3.36K
|
4.49K
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32+ 0.12% |
$1.41K - $1.58K
|
26.2K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
9+ 0.04% |
$398 - $445
|
23.1K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.24% |
$44.2 - $49.5
|
417
$19.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$44.2 - $49.5
|
181K
$8.37M
|