Latest Institutional Transactions on Invesco ETF (EQAL)
This table provides information on the latest institutional transactions involving Invesco ETF (EQAL) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.5KNew |
$1.35M - $1.6M
|
32.5K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.35K- 28.63% |
$139K - $165K
|
8.36K
$416K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.49K- 6.58% |
$103K - $123K
|
35.4K
$1.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
24.1KNew |
$998K - $1.19M
|
24.1K
$1.2M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.39K- 60.56% |
$203K - $222K
|
2.86K
$142K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.7K- 8.47% |
$264K - $288K
|
61.5K
$3.06M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
597New |
$27.6K - $30.2K
|
597
$29.7K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.95K+ 195.67% |
$368K - $401K
|
12K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.41KNew |
$204K - $223K
|
4.41K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.2K+ 2.91% |
$843K - $920K
|
644K
$32M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.74K- 3.63% |
$219K - $240K
|
126K
$6.25M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-81- 0.4% |
$3.75K - $4.09K
|
19.9K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
484+ 7.71% |
$22.4K - $24.4K
|
6.76K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
100KNew |
$4.64M - $5.07M
|
100K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
60+ 0.37% |
$2.78K - $3.03K
|
16.1K
$801K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-431- 3.74% |
$19.9K - $21.8K
|
11.1K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-357- 2.7% |
$16.5K - $18K
|
12.8K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.18KNew |
$240K - $262K
|
5.18K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-36- 0.54% |
$1.67K - $1.82K
|
6.59K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.28K+ 182.52% |
$152K - $166K
|
5.07K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.7K- 13.32% |
$171K - $187K
|
24.1K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-15- 19.48% |
$694 - $758
|
62
$3.08K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.84KNew |
$409K - $446K
|
8.84K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-528Closed |
$24.4K - $26.7K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-4.23K- 5.06% |
$196K - $214K
|
79.3K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.77K- 70.88% |
$82K - $89.5K
|
728
$36.2K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.4K+ 245.34% |
$529K - $577K
|
16.1K
$800K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
89.6K+ 1045.53% |
$4.15M - $4.52M
|
98.1K
$4.88M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-522- 4.67% |
$24.2K - $26.4K
|
10.7K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.78K+ 8.82% |
$453K - $494K
|
121K
$6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.5K- 0.6% |
$994K - $1.08M
|
3.59M
$178M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
269+ 4.82% |
$12.4K - $13.6K
|
5.85K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11+ 0.13% |
$509 - $556
|
8.31K
$413K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.73K+ 19.87% |
$173K - $189K
|
22.5K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.4K- 2.15% |
$157K - $172K
|
155K
$7.69M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.42% |
$555 - $606
|
2.87K
$142K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.5K+ 2.04% |
$208K - $227K
|
225K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-376- 4.4% |
$17.4K - $19K
|
8.16K
$406K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
186+ 0.76% |
$8.61K - $9.39K
|
24.8K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.63K- 8.86% |
$122K - $133K
|
27K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.61KNew |
$74.7K - $81.5K
|
1.61K
$80.2K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-518- 1.41% |
$24K - $26.2K
|
36.2K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.95K- 36.79% |
$136K - $149K
|
5.07K
$252K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.56K- 16.2% |
$211K - $230K
|
23.6K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.26K+ 6.51% |
$105K - $114K
|
37K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
26+ 0.41% |
$1.2K - $1.31K
|
6.35K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-604- 3.38% |
$28K - $30.5K
|
17.3K
$859K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.41K- 2.94% |
$65.2K - $71.2K
|
46.5K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-130- 10.69% |
$6.02K - $6.57K
|
1.09K
$54K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
25+ 10.0% |
$1.16K - $1.26K
|
275
$13.7K
|
|