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 |
|---|---|---|---|---|---|---|---|
|
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
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
25+ 10.0% |
$1.16K - $1.26K
|
275
$13.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-130- 10.69% |
$6.02K - $6.57K
|
1.09K
$54K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
15.9K+ 12729.6% |
$736K - $804K
|
16K
$797K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-33.9K- 26.0% |
$1.57M - $1.71M
|
96.5K
$4.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.64K+ 20.65% |
$75.9K - $82.8K
|
9.58K
$476K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 11.76% |
$46.3K - $50.5K
|
9.5K
$472K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
92New |
$4.26K - $4.65K
|
92
$4.57K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
840New |
$38.9K - $42.4K
|
840
$41.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.46K+ 3.48% |
$67.6K - $73.7K
|
43.4K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-81K- 94.49% |
$3.75M - $4.09M
|
4.72K
$235K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
17+ 0.19% |
$787 - $859
|
8.82K
$439K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53+ 0.75% |
$2.54K - $2.75K
|
7.16K
$356K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-1.38K- 31.69% |
$66K - $71.4K
|
2.96K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
14.7KNew |
$706K - $764K
|
14.7K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.4K+ 33.33% |
$67.4K - $72.9K
|
5.61K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
283New |
$13.6K - $14.7K
|
283
$14.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51- 98.08% |
$2.45K - $2.65K
|
1
$49.7
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
113KNew |
$5.42M - $5.86M
|
113K
$5.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4.39KNew |
$211K - $228K
|
4.39K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
415+ 2.21% |
$19.9K - $21.6K
|
19.2K
$955K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.12K- 30.04% |
$150K - $162K
|
7.27K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 19.17% |
$4.9K - $5.3K
|
430
$21.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.43K- 43.02% |
$117K - $126K
|
3.22K
$160K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.17KNew |
$296K - $321K
|
6.17K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.04KNew |
$242K - $262K
|
5.04K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
20.6KNew |
$987K - $1.07M
|
20.6K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-372- 2.62% |
$17.9K - $19.3K
|
13.8K
$686K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.96K- 13.06% |
$142K - $154K
|
19.7K
$981K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4- 0.1% |
$192 - $208
|
4.19K
$208K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.61K- 55.72% |
$293K - $322K
|
5.26K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-4.7K- 35.61% |
$208K - $228K
|
8.49K
$422K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.87KNew |
$127K - $139K
|
2.87K
$142K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.15KNew |
$184K - $202K
|
4.15K
$206K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14.5K- 74.52% |
$641K - $705K
|
4.95K
$246K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
111+ 118.09% |
$4.91K - $5.4K
|
205
$10.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
4.16KNew |
$184K - $202K
|
4.16K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-574- 6.57% |
$25.4K - $27.9K
|
8.17K
$406K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
421New |
$18.2K - $19.4K
|
421
$20.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
752New |
$32.6K - $34.7K
|
752
$37.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
300New |
$13K - $13.9K
|
300
$14.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-394- 2.32% |
$17.1K - $18.2K
|
16.6K
$824K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
523New |
$22.7K - $24.2K
|
523
$26K
|
|
|
Aug 07, 2024
Q2 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
25+ 7.23% |
$1.08K - $1.15K
|
371
$18.4K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
250New |
$10.8K - $11.5K
|
250
$12.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.67% |
$43.3 - $46.2
|
61
$3.03K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
300New |
$13K - $13.9K
|
300
$14.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7K+ 205.66% |
$751K - $816K
|
26.2K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.58KNew |
$365K - $396K
|
8.58K
$427K
|
|