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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-578- 8.68% |
$24.6K - $26.7K
|
6.08K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.79K- 4.78% |
$76.3K - $82.9K
|
35.7K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
7.69KNew |
$327K - $355K
|
7.69K
$382K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-277- 5.3% |
$11.8K - $12.8K
|
4.95K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-4.6K- 24.21% |
$196K - $212K
|
14.4K
$716K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
145New |
$6.17K - $6.7K
|
145
$7.21K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
242New |
$10.3K - $11.2K
|
242
$12K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
76New |
$3.23K - $3.51K
|
76
$3.78K
|
|
| Q4 2023 | |||||||
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
500New |
$18.7K - $22.2K
|
500
$24.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
249New |
$9.32K - $11.1K
|
249
$12.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
168New |
$6.29K - $7.46K
|
168
$8.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
30.2KNew |
$1.13M - $1.34M
|
30.2K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.93K- 63.22% |
$297K - $352K
|
4.61K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.13KNew |
$192K - $228K
|
5.13K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
5.09KNew |
$191K - $226K
|
5.09K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
5.2KNew |
$195K - $231K
|
5.2K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.8KNew |
$105K - $124K
|
2.8K
$139K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-595- 9.26% |
$22.3K - $26.4K
|
5.83K
$290K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-498- 99.6% |
$18.6K - $22.1K
|
2
$99.4
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$374 - $444
|
10
$497
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.4KNew |
$52.4K - $62.1K
|
1.4K
$69.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
13New |
$487 - $577
|
13
$646
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.4KNew |
$766K - $846K
|
19.4K
$963K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.87KNew |
$74.1K - $81.8K
|
1.87K
$93.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-200- 3.31% |
$7.91K - $8.74K
|
5.85K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.51K- 60.55% |
$59.6K - $65.8K
|
982
$48.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
328KNew |
$13M - $14.3M
|
328K
$16.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9KNew |
$551K - $609K
|
13.9K
$693K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.09K- 6.24% |
$43.1K - $47.7K
|
16.4K
$815K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$39.2K - $41.9K
|
1K
$49.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.18KNew |
$203K - $217K
|
5.18K
$257K
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-6.62K- 19.58% |
$259K - $277K
|
27.2K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8+ 6.4% |
$314 - $335
|
133
$6.61K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2New |
$78.4 - $83.7
|
2
$99.4
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-390- 7.04% |
$15.3K - $16.3K
|
5.15K
$256K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1KNew |
$39.2K - $41.9K
|
1K
$49.7K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-416- 91.03% |
$16.2K - $18.6K
|
41
$2.04K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
636New |
$24.7K - $28.5K
|
636
$31.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-516- 33.62% |
$20K - $23.1K
|
1.02K
$50.7K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.57K- 5.77% |
$255K - $294K
|
107K
$5.34M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-39.6K- 20.07% |
$1.54M - $1.78M
|
158K
$7.85M
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.59K- 16.64% |
$61.6K - $71.1K
|
7.94K
$395K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.65KClosed |
$209K - $241K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$148 - $171
|
4
$199
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
426New |
$15.8K - $18.2K
|
426
$21.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.7KNew |
$100K - $115K
|
2.7K
$134K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
40New |
$1.48K - $1.71K
|
40
$1.99K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-40- 2.94% |
$1.48K - $1.71K
|
1.32K
$65.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
698New |
$25.9K - $29.8K
|
698
$34.7K
|
|