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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
13.2KNew |
$488K - $561K
|
13.2K
$654K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
36+ 0.56% |
$1.33K - $1.54K
|
6.43K
$320K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
109New |
$4.03K - $4.88K
|
109
$5.42K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$73.9 - $89.6
|
389
$19.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.22K- 72.49% |
$45.1K - $54.6K
|
463
$23K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.04K- 98.31% |
$38.6K - $46.8K
|
18
$895
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.31K- 33.59% |
$127K - $156K
|
6.54K
$325K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.95K- 1.32% |
$113K - $139K
|
221K
$11M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.36KClosed |
$244K - $300K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.9KClosed |
$303K - $372K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.3KClosed |
$1.05M - $1.29M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
180New |
$6.91K - $8.49K
|
180
$8.95K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-15.7KClosed |
$603K - $741K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
BUY
|
- |
56.2KNew |
$2.16M - $2.65M
|
56.2K
$2.79M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-5.83KClosed |
$224K - $275K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-48.7KClosed |
$1.87M - $2.29M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-201Closed |
$7.71K - $9.48K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-17.8KClosed |
$789K - $856K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6.04KClosed |
$267K - $290K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-21.5KClosed |
$951K - $1.03M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-350Closed |
$15.3K - $16.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14New |
$609 - $651
|
14
$696
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.65KClosed |
$246K - $263K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-1Closed |
$43.5 - $46.5
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
270New |
$11.7K - $12.5K
|
270
$13.4K
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
10KNew |
$384K - $441K
|
10K
$497K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.26KNew |
$190K - $214K
|
6.26K
$311K
|
|
|
Oct 26, 2020
Q3 2020
|
Empirical Finance, LLC
|
BUY
|
- |
10.2KNew |
$311K - $349K
|
10.2K
$509K
|
|
| Q2 2020 | |||||||
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-220Closed |
$5.06K - $7.55K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-560Closed |
$12.9K - $19.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 23.04% |
$1.03K - $1.74K
|
267
$13.3K
|
|
|
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
$34.8K
|
|
| 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
$7.46K
|
|
| 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
|
|