Latest Institutional Purchases of Invesco ETF Tr Ii Dwa Smallcap (DWAS)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Dwa Smallcap (DWAS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.09% |
$90.7 - $104
|
1.06K
$89.1K
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.9KNew |
$1.48M - $1.69M
|
17.9K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
13.1KNew |
$1.09M - $1.24M
|
13.1K
$1.1M
|
|
|
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
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
400+ 12.11% |
$33.1K - $37.9K
|
3.7K
$311K
|
|
|
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 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
103New |
$8.52K - $9.75K
|
103
$8.63K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37New |
$3.06K - $3.5K
|
37
$3.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
11New |
$910 - $1.04K
|
11
$922
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
147K+ 65.09% |
$12M - $13.2M
|
374K
$31.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.45KNew |
$200K - $220K
|
2.45K
$205K
|
|
|
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
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8New |
$653 - $718
|
8
$671
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2New |
$163 - $179
|
2
$168
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.5KNew |
$442K - $501K
|
5.5K
$461K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
4.94KNew |
$396K - $450K
|
4.94K
$414K
|
|
|
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 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
250New |
$20.1K - $22.8K
|
250
$21K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
200New |
$16.1K - $18.2K
|
200
$16.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 21.46% |
$4.02K - $4.55K
|
283
$23.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35New |
$2.81K - $3.19K
|
35
$2.93K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.4KNew |
$440K - $548K
|
6.4K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.1KNew |
$351K - $436K
|
5.1K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.23KNew |
$290K - $362K
|
4.23K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.85KNew |
$196K - $244K
|
2.85K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.44KNew |
$167K - $208K
|
2.44K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.08KNew |
$143K - $178K
|
2.08K
$174K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
270New |
$18.6K - $23.1K
|
270
$22.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
215+ 6.43% |
$14.8K - $18.4K
|
3.56K
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6New |
$412 - $513
|
6
$503
|
|
| 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
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
18.2KNew |
$1.28M - $1.44M
|
18.2K
$1.52M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12.8KNew |
$902K - $1.01M
|
12.8K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.66KNew |
$258K - $291K
|
3.66K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.73KNew |
$193K - $217K
|
2.73K
$229K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
427New |
$30.2K - $33.9K
|
427
$35.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7New |
$495 - $556
|
7
$587
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.05% |
$3.03K - $3.41K
|
4.14K
$347K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
321KNew |
$22.4M - $25M
|
321K
$26.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.58KNew |
$389K - $435K
|
5.58K
$468K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.33K+ 58.17% |
$232K - $260K
|
9.06K
$759K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.07KNew |
$74.3K - $83.1K
|
1.07K
$89.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
643+ 22.02% |
$44.8K - $50.2K
|
3.56K
$299K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
600New |
$41.8K - $46.8K
|
600
$50.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23New |
$1.6K - $1.79K
|
23
$1.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7New |
$488 - $546
|
7
$587
|
|