Latest Institutional Transactions on Invesco ETF Tr Ii Dwa Smallcap (DWAS)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Dwa Smallcap (DWAS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.29K- 5.74% |
$355K - $406K
|
70.5K
$6.61M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-122- 2.97% |
$10.1K - $11.5K
|
3.98K
$373K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
114K+ 1.89% |
$9.39M - $10.7M
|
6.12M
$574M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
854+ 15.34% |
$70.6K - $80.8K
|
6.42K
$602K
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
284+ 2.81% |
$23.5K - $26.9K
|
10.4K
$975K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.24K- 10.22% |
$350K - $401K
|
37.2K
$3.49M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
11New |
$910 - $1.04K
|
11
$1.03K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.78K- 42.04% |
$643K - $736K
|
10.7K
$1.01M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.78K+ 1.94% |
$395K - $452K
|
251K
$23.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.53K+ 22.77% |
$374K - $428K
|
24.4K
$2.29M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
836+ 2.65% |
$69.1K - $79.1K
|
32.4K
$3.04M
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
17.1KNew |
$1.41M - $1.61M
|
17.1K
$1.6M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
920+ 28.47% |
$76.1K - $87.1K
|
4.15K
$389K
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
15.3K+ 407.03% |
$1.27M - $1.45M
|
19.1K
$1.79M
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-581- 1.19% |
$48K - $55K
|
48.2K
$4.52M
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
22+ 0.55% |
$1.82K - $2.08K
|
4K
$375K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37New |
$3.06K - $3.5K
|
37
$3.47K
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
13.1KNew |
$1.09M - $1.24M
|
13.1K
$1.23M
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.9KNew |
$1.48M - $1.69M
|
17.9K
$1.68M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-150- 7.32% |
$12.4K - $14.2K
|
1.9K
$178K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
400+ 12.11% |
$33.1K - $37.9K
|
3.7K
$347K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-246- 2.68% |
$20.3K - $23.3K
|
8.94K
$838K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.35% |
$744 - $852
|
2.56K
$240K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
131+ 3.33% |
$10.8K - $12.4K
|
4.07K
$381K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
103New |
$8.52K - $9.75K
|
103
$9.66K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.08K+ 12.3% |
$668K - $765K
|
73.8K
$6.92M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
342+ 7.34% |
$28.3K - $32.4K
|
5K
$469K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-168KClosed |
$13.7M - $15M
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-124- 91.85% |
$10.1K - $11.1K
|
11
$1.03K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.86KNew |
$233K - $256K
|
2.86K
$268K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.85KNew |
$314K - $345K
|
3.85K
$361K
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.45KNew |
$200K - $220K
|
2.45K
$230K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2New |
$163 - $179
|
2
$188
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8New |
$653 - $718
|
8
$750
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 5.4% |
$20.4K - $22.4K
|
4.38K
$411K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
147K+ 65.09% |
$12M - $13.2M
|
374K
$35.1M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
677+ 1504.44% |
$55.2K - $60.7K
|
722
$67.7K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.57KNew |
$210K - $231K
|
2.57K
$241K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
140New |
$11.4K - $12.6K
|
140
$13.1K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
14+ 5.83% |
$1.14K - $1.26K
|
254
$23.8K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.35K+ 47.68% |
$189K - $214K
|
7.29K
$684K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.51KNew |
$443K - $502K
|
5.51K
$517K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
200New |
$16.1K - $18.2K
|
200
$18.8K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-50- 0.52% |
$4.02K - $4.55K
|
9.64K
$904K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.98K- 9.91% |
$159K - $181K
|
18K
$1.69M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.45% |
$1.04K - $1.18K
|
2.85K
$267K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
134New |
$10.8K - $12.2K
|
134
$12.6K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.5KNew |
$442K - $501K
|
5.5K
$516K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.6KNew |
$289K - $328K
|
3.6K
$338K
|