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 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
13.1KNew |
$1.09M - $1.24M
|
13.1K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37New |
$3.06K - $3.5K
|
37
$3.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.9KNew |
$1.48M - $1.69M
|
17.9K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-150- 7.32% |
$12.4K - $14.2K
|
1.9K
$159K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
400+ 12.11% |
$33.1K - $37.9K
|
3.7K
$311K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
103New |
$8.52K - $9.75K
|
103
$8.63K
|
|
| 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
$922
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.45KNew |
$200K - $220K
|
2.45K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2New |
$163 - $179
|
2
$168
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8New |
$653 - $718
|
8
$671
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
147K+ 65.09% |
$12M - $13.2M
|
374K
$31.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
140New |
$11.4K - $12.6K
|
140
$11.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
14+ 5.83% |
$1.14K - $1.26K
|
254
$21.3K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
200New |
$16.1K - $18.2K
|
200
$16.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.98K- 9.91% |
$159K - $181K
|
18K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.45% |
$1.04K - $1.18K
|
2.85K
$239K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.5KNew |
$442K - $501K
|
5.5K
$461K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.6KNew |
$289K - $328K
|
3.6K
$302K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.23KNew |
$179K - $203K
|
2.23K
$187K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35New |
$2.81K - $3.19K
|
35
$2.93K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
4.94KNew |
$396K - $450K
|
4.94K
$414K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
250New |
$20.1K - $22.8K
|
250
$21K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 21.46% |
$4.02K - $4.55K
|
283
$23.7K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.1KNew |
$351K - $436K
|
5.1K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.4KNew |
$440K - $548K
|
6.4K
$537K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.83K- 13.3% |
$263K - $328K
|
25K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.42K- 36.85% |
$97.4K - $121K
|
2.43K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.44KNew |
$167K - $208K
|
2.44K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.85KNew |
$196K - $244K
|
2.85K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
215+ 6.43% |
$14.8K - $18.4K
|
3.56K
$298K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.23KNew |
$290K - $362K
|
4.23K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.08KNew |
$143K - $178K
|
2.08K
$174K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6New |
$412 - $513
|
6
$503
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.25% |
$68.7 - $85.6
|
404
$33.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 34.78% |
$2.75K - $3.42K
|
75
$6.29K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
270New |
$18.6K - $23.1K
|
270
$22.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.76K- 22.39% |
$121K - $150K
|
6.09K
$511K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.14% |
$73.5 - $83.3
|
710
$59.5K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-116- 2.58% |
$8.53K - $9.66K
|
4.39K
$368K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-427- 10.64% |
$31.4K - $35.6K
|
3.59K
$301K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.85K- 34.41% |
$136K - $154K
|
3.52K
$295K
|
|
| Q2 2023 | |||||||
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12.8KNew |
$902K - $1.01M
|
12.8K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.73KNew |
$193K - $217K
|
2.73K
$229K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7New |
$495 - $556
|
7
$587
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.66KNew |
$258K - $291K
|
3.66K
$307K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
18.2KNew |
$1.28M - $1.44M
|
18.2K
$1.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
427New |
$30.2K - $33.9K
|
427
$35.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-61- 1.16% |
$4.3K - $4.84K
|
5.18K
$434K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-45- 1.07% |
$3.17K - $3.57K
|
4.16K
$349K
|
|