Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (EQWL)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (EQWL) 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 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.87K+ 32.9% |
$897K - $955K
|
35.8K
$3.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 14.34% |
$118K - $125K
|
6.94K
$731K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.57K- 9.48% |
$159K - $169K
|
15K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-80- 3.26% |
$8.1K - $8.62K
|
2.38K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 3.67% |
$138K - $147K
|
38.5K
$4.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.78KNew |
$281K - $299K
|
2.78K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.57K+ 19.23% |
$766K - $815K
|
46.9K
$4.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.46K+ 11.39% |
$148K - $157K
|
14.3K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.41K+ 49.65% |
$142K - $151K
|
4.24K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
57.7K+ 2475.32% |
$5.84M - $6.21M
|
60K
$6.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8+ 0.09% |
$810 - $862
|
8.74K
$921K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
11+ 0.27% |
$1.11K - $1.18K
|
4.05K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
91+ 3.15% |
$9.21K - $9.8K
|
2.98K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.88K- 7.45% |
$190K - $202K
|
23.3K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-774- 24.4% |
$78.3K - $83.4K
|
2.4K
$253K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-770- 0.75% |
$77.9K - $82.9K
|
102K
$10.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.17KNew |
$219K - $233K
|
2.17K
$228K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.97K+ 41441.67% |
$463K - $509K
|
4.99K
$526K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.77KNew |
$258K - $283K
|
2.77K
$292K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
351New |
$32.7K - $35.9K
|
351
$37K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-523- 10.23% |
$48.7K - $53.5K
|
4.59K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
38+ 0.47% |
$3.54K - $3.89K
|
8.11K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-79- 0.66% |
$7.35K - $8.08K
|
11.9K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15+ 0.44% |
$1.4K - $1.53K
|
3.4K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.29K+ 2.4% |
$399K - $439K
|
183K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
92+ 4.04% |
$8.56K - $9.41K
|
2.37K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.3K+ 18.98% |
$5.34M - $5.87M
|
359K
$37.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
7.74K+ 203.95% |
$721K - $792K
|
11.5K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.3K- 7.97% |
$400K - $440K
|
49.7K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-143- 1.59% |
$13.3K - $14.6K
|
8.86K
$934K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.5KNew |
$139K - $153K
|
1.5K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13K+ 85.5% |
$1.21M - $1.33M
|
28.3K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.93K+ 83.59% |
$179K - $197K
|
4.23K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
435+ 6.53% |
$40.5K - $44.5K
|
7.1K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.12K+ 3.1% |
$569K - $626K
|
203K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
2.6K+ 4.68% |
$242K - $266K
|
58.1K
$6.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.06K- 43.54% |
$657K - $723K
|
9.16K
$966K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-350- 10.29% |
$32.6K - $35.8K
|
3.05K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.4K+ 34.28% |
$1.06M - $1.17M
|
44.7K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.61K+ 5.94% |
$429K - $472K
|
82.2K
$8.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
153K+ 60.53% |
$14.3M - $15.7M
|
407K
$42.9M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.4K- 50.66% |
$1.06M - $1.17M
|
11.1K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.91K+ 7.32% |
$271K - $298K
|
42.7K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.6K- 23.92% |
$1.18M - $1.29M
|
40.2K
$4.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.1K- 87.19% |
$475K - $522K
|
750
$79.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.36KNew |
$220K - $241K
|
2.36K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.7K+ 276.2% |
$1.27M - $1.4M
|
18.6K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-300- 3.54% |
$27.9K - $30.7K
|
8.18K
$862K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.84K+ 55.35% |
$171K - $188K
|
5.17K
$545K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.05% |
$186 - $205
|
3.65K
$385K
|
|