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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.59K- 13.37% |
$350K - $438K
|
29.8K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
708+ 7.91% |
$54K - $67.6K
|
9.66K
$810K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
155+ 9.12% |
$11.8K - $14.8K
|
1.86K
$156K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-49.5K- 64.78% |
$3.77M - $4.72M
|
26.9K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-175- 5.99% |
$13.3K - $16.7K
|
2.75K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32+ 0.86% |
$2.44K - $3.05K
|
3.76K
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-604- 13.05% |
$46K - $57.6K
|
4.02K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.2K- 44.3% |
$1.16M - $1.45M
|
19.1K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
3+ 0.07% |
$229 - $286
|
4.01K
$336K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.46K+ 32.92% |
$111K - $139K
|
5.9K
$495K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
52.6K+ 2155.55% |
$4.01M - $5.02M
|
55.1K
$4.62M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-341- 0.72% |
$26K - $32.5K
|
47.3K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.54K- 6.99% |
$117K - $147K
|
20.5K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-60- 2.25% |
$4.57K - $5.72K
|
2.61K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.1K- 13.57% |
$767K - $959K
|
64.1K
$5.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
918New |
$70K - $87.6K
|
918
$77K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
160+ 2.89% |
$12.2K - $15.3K
|
5.7K
$478K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4.94K+ 43.7% |
$376K - $471K
|
16.2K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-438- 8.75% |
$33.4K - $41.8K
|
4.57K
$383K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1.8K- 16.0% |
$137K - $171K
|
9.43K
$791K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.59K- 14.13% |
$144K - $165K
|
9.66K
$810K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.37KNew |
$215K - $247K
|
2.37K
$199K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
28.2K+ 507.3% |
$2.56M - $2.93M
|
33.8K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
100+ 0.35% |
$9.07K - $10.4K
|
28.8K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-304- 82.16% |
$27.6K - $31.6K
|
66
$5.53K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$90.7 - $104
|
7.53K
$631K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
206New |
$18.7K - $21.4K
|
206
$17.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
33New |
$2.99K - $3.43K
|
33
$2.77K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.46KNew |
$223K - $256K
|
2.46K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.25K- 51.89% |
$295K - $337K
|
3.01K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.5KNew |
$1.95M - $2.23M
|
21.5K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.09% |
$90.7 - $104
|
1.06K
$89.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.46KNew |
$223K - $256K
|
2.46K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
71+ 0.68% |
$6.44K - $7.38K
|
10.6K
$886K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
150+ 0.38% |
$13.6K - $15.6K
|
39.6K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-32.3K- 99.54% |
$2.93M - $3.35M
|
148
$12.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
234+ 34.51% |
$21.2K - $24.3K
|
912
$76.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
296New |
$26.9K - $30.8K
|
296
$24.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
38New |
$3.45K - $3.95K
|
38
$3.19K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.1K- 6.45% |
$99.8K - $114K
|
16K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21- 0.82% |
$1.91K - $2.18K
|
2.54K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
37New |
$3.36K - $3.85K
|
37
$3.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-32- 19.63% |
$2.65K - $3.03K
|
131
$11K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-250- 8.93% |
$20.7K - $23.7K
|
2.55K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
131+ 262.0% |
$10.8K - $12.4K
|
181
$15.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
127+ 4.71% |
$10.5K - $12K
|
2.82K
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-44- 28.95% |
$3.64K - $4.16K
|
108
$9.05K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
11New |
$910 - $1.04K
|
11
$922
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.78K+ 1.94% |
$395K - $452K
|
251K
$21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.53K+ 22.77% |
$374K - $428K
|
24.4K
$2.05M
|
|