Latest Institutional Purchases of Invesco ETF (EQAL)
This list provides information on the latest institutional transactions involving Invesco ETF (EQAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
500New |
$18.7K - $22.2K
|
500
$25.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
249New |
$9.32K - $11.1K
|
249
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
168New |
$6.29K - $7.46K
|
168
$8.47K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
13New |
$487 - $577
|
13
$656
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$374 - $444
|
10
$504
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
328KNew |
$13M - $14.3M
|
328K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.4KNew |
$766K - $846K
|
19.4K
$976K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9KNew |
$551K - $609K
|
13.9K
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.87KNew |
$74.1K - $81.8K
|
1.87K
$94.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.87KNew |
$74.1K - $81.8K
|
1.87K
$94.5K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.18KNew |
$203K - $217K
|
5.18K
$261K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$39.2K - $41.9K
|
1K
$50.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1KNew |
$39.2K - $41.9K
|
1K
$50.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8+ 6.4% |
$314 - $335
|
133
$6.71K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2New |
$78.4 - $83.7
|
2
$101
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
636New |
$24.7K - $28.5K
|
636
$32.1K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
13.2KNew |
$488K - $561K
|
13.2K
$663K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.7KNew |
$100K - $115K
|
2.7K
$136K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.22KNew |
$45.1K - $51.9K
|
1.22K
$61.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
698New |
$25.9K - $29.8K
|
698
$35.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
426New |
$15.8K - $18.2K
|
426
$21.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
40New |
$1.48K - $1.71K
|
40
$2.02K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
36+ 0.56% |
$1.33K - $1.54K
|
6.43K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$148 - $171
|
4
$202
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
109New |
$4.03K - $4.88K
|
109
$5.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$73.9 - $89.6
|
389
$19.6K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
BUY
|
- |
56.2KNew |
$2.16M - $2.65M
|
56.2K
$2.83M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
180New |
$6.91K - $8.49K
|
180
$9.08K
|
|
| Q2 2021 | |||||||
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
270New |
$11.7K - $12.5K
|
270
$13.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14New |
$609 - $651
|
14
$706
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
10KNew |
$384K - $441K
|
10K
$504K
|
|
| Q3 2020 | |||||||
|
Oct 26, 2020
Q3 2020
|
Empirical Finance, LLC
|
BUY
|
- |
10.2KNew |
$311K - $349K
|
10.2K
$516K
|
|
|
Nov 16, 2020
Q3 2020
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.26KNew |
$190K - $214K
|
6.26K
$316K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 23.04% |
$1.03K - $1.74K
|
267
$13.5K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
700New |
$21.6K - $24K
|
700
$35.3K
|
|