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 28, 2021
Q1 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
10KNew |
$384K - $441K
|
10K
$515K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.26KNew |
$190K - $214K
|
6.26K
$322K
|
|
|
Oct 26, 2020
Q3 2020
|
Empirical Finance, LLC
|
BUY
|
- |
10.2KNew |
$311K - $349K
|
10.2K
$527K
|
|
| Q2 2020 | |||||||
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-560Closed |
$12.9K - $19.2K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-220Closed |
$5.06K - $7.55K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 23.04% |
$1.03K - $1.74K
|
267
$13.8K
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-7.94KClosed |
$163K - $276K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.63KClosed |
$136K - $231K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-400Closed |
$8.23K - $13.9K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-4.12KClosed |
$84.9K - $144K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
700New |
$21.6K - $24K
|
700
$36.1K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-24.9KClosed |
$763K - $824K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-8.52KClosed |
$261K - $282K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Triangle Securities Wealth Management
|
SELL
|
- |
-13.7KClosed |
$421K - $454K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40- 21.05% |
$1.22K - $1.33K
|
150
$7.73K
|
|
| Q1 2019 | |||||||
|
May 08, 2019
Q1 2019
|
Keybank National Association
|
SELL
|
- |
-11.6KClosed |
$318K - $375K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.05KClosed |
$28.9K - $34K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-6.77KClosed |
$178K - $224K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Lincoln National Corp
|
SELL
|
- |
-19.8KClosed |
$520K - $655K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-15.5KClosed |
$407K - $512K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.06KClosed |
$65.4K - $69.2K
|
0
$0
|
|