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 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
43+ 0.65% |
$1.9K - $2.13K
|
6.7K
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32+ 0.12% |
$1.41K - $1.58K
|
26.2K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
9+ 0.04% |
$398 - $445
|
23.1K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
6New |
$265 - $297
|
6
$270
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.24% |
$44.2 - $49.5
|
417
$18.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$44.2 - $49.5
|
181K
$8.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2- 0.01% |
$88.4 - $98.9
|
20.6K
$928K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6- 22.22% |
$265 - $297
|
21
$946
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10- 0.2% |
$442 - $495
|
4.89K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11- 0.07% |
$486 - $544
|
15.9K
$716K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11- 0.04% |
$486 - $544
|
28.2K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 3.22% |
$796 - $890
|
541
$24.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-64- 1.81% |
$2.83K - $3.17K
|
3.46K
$156K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-128- 1.0% |
$5.66K - $6.33K
|
12.7K
$573K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-164- 1.62% |
$7.25K - $8.11K
|
9.97K
$449K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-180- 1.46% |
$7.96K - $8.9K
|
12.1K
$547K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-222- 0.45% |
$9.81K - $11K
|
49.4K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-300- 20.58% |
$13.3K - $14.8K
|
1.16K
$52.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-330- 1.14% |
$14.6K - $16.3K
|
28.6K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-396- 66.0% |
$17.5K - $19.6K
|
204
$9.19K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-396- 61.21% |
$17.5K - $19.6K
|
251
$11.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-398- 0.97% |
$17.6K - $19.7K
|
40.7K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-417- 2.25% |
$18.4K - $20.6K
|
18.1K
$815K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-431- 2.84% |
$19.1K - $21.3K
|
14.8K
$665K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-445- 1.23% |
$19.7K - $22K
|
35.8K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-490- 1.8% |
$21.7K - $24.2K
|
26.7K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-547- 2.34% |
$24.2K - $27.1K
|
22.8K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-547- 7.1% |
$24.2K - $27.1K
|
7.16K
$323K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-574- 6.51% |
$25.4K - $28.4K
|
8.24K
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-683- 3.16% |
$30.2K - $33.8K
|
20.9K
$942K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-775- 1.4% |
$34.3K - $38.3K
|
54.4K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-900- 12.42% |
$39.8K - $44.5K
|
6.35K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-963- 3.18% |
$42.6K - $47.6K
|
29.3K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.23K- 2.48% |
$54.5K - $60.9K
|
48.4K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.23K- 5.26% |
$54.5K - $61K
|
22.2K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.26K- 15.42% |
$55.7K - $62.3K
|
6.91K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.29K- 3.93% |
$56.9K - $63.7K
|
31.5K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.35K- 7.24% |
$59.7K - $66.8K
|
17.3K
$780K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.36K- 3.7% |
$60.2K - $67.4K
|
35.5K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.54K- 0.48% |
$67.9K - $76K
|
315K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.55K- 13.81% |
$68.6K - $76.7K
|
9.68K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1.74K- 4.59% |
$77K - $86.2K
|
36.2K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.88K- 9.99% |
$127K - $142K
|
25.9K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.89K- 14.0% |
$128K - $143K
|
17.8K
$800K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.39K- 40.75% |
$150K - $168K
|
4.93K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.53K- 0.87% |
$200K - $224K
|
518K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4.81K- 35.14% |
$213K - $238K
|
8.89K
$400K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.38K- 11.76% |
$238K - $266K
|
40.4K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.06K- 52.38% |
$268K - $300K
|
5.51K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-6.27K- 6.79% |
$277K - $310K
|
86K
$3.88M
|