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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
336+ 11.7% |
$33.8K - $36.4K
|
3.21K
$356K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-683- 12.43% |
$68.7K - $74K
|
4.81K
$534K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-18- 6.02% |
$1.81K - $1.95K
|
281
$31.2K
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
5.69KNew |
$572K - $616K
|
5.69K
$631K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-219- 99.55% |
$22K - $23.7K
|
1
$111
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
126+ 49.8% |
$12.7K - $13.6K
|
379
$42K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.61K+ 13.07% |
$966K - $1.04M
|
83.1K
$9.22M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23New |
$2.31K - $2.49K
|
23
$2.55K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.05% |
$201 - $217
|
3.65K
$405K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.4K+ 20.96% |
$443K - $477K
|
25.4K
$2.82M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.46KNew |
$851K - $916K
|
8.46K
$939K
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-12.3K- 22.08% |
$1.24M - $1.33M
|
43.4K
$4.81M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
671+ 24.18% |
$67.5K - $72.7K
|
3.45K
$382K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.1K+ 1774.0% |
$714K - $768K
|
7.5K
$832K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
555+ 81.14% |
$55.8K - $60.1K
|
1.24K
$137K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132K+ 16.72% |
$13.2M - $14.2M
|
918K
$102M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
965+ 13.91% |
$97K - $104K
|
7.9K
$876K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-390- 4.46% |
$39.2K - $42.2K
|
8.35K
$926K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.65K+ 12.23% |
$166K - $179K
|
15.2K
$1.68M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.3K+ 31.05% |
$3.45M - $3.72M
|
145K
$16.1M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
59.5K+ 12.93% |
$5.99M - $6.45M
|
520K
$57.7M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-100- 80.0% |
$10.1K - $10.8K
|
25
$2.77K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
133K+ 2047.51% |
$13.4M - $14.4M
|
140K
$15.5M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
126+ 13.79% |
$12.7K - $13.6K
|
1.04K
$115K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.1K+ 212.24% |
$513K - $552K
|
7.5K
$832K
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.69K+ 6.97% |
$270K - $291K
|
41.2K
$4.57M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12+ 0.42% |
$1.21K - $1.3K
|
2.86K
$317K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-210- 1.5% |
$21.1K - $22.7K
|
13.8K
$1.53M
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
137New |
$13.8K - $14.8K
|
137
$15.2K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
527+ 1.22% |
$53K - $57.1K
|
43.6K
$4.84M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.46KNew |
$247K - $266K
|
2.46K
$273K
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
11.9K+ 47.93% |
$1.19M - $1.28M
|
36.6K
$4.06M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7+ 0.29% |
$704 - $758
|
2.41K
$267K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.7K+ 22.98% |
$975K - $1.05M
|
51.9K
$5.76M
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.65K+ 9.41% |
$166K - $179K
|
19.2K
$2.13M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 19.05% |
$1.1M - $1.19M
|
68.6K
$7.6M
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
41.1KNew |
$4.13M - $4.45M
|
41.1K
$4.56M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.59K+ 84.73% |
$260K - $280K
|
5.64K
$625K
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.54K+ 9.16% |
$557K - $600K
|
66K
$7.33M
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
114KNew |
$11.4M - $12.3M
|
114K
$12.6M
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
5.01KNew |
$504K - $543K
|
5.01K
$556K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.46K+ 1265.98% |
$247K - $266K
|
2.65K
$294K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.15K+ 19.71% |
$216K - $233K
|
13.1K
$1.45M
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
141+ 22.56% |
$14.2K - $15.3K
|
766
$85K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.41KNew |
$544K - $586K
|
5.41K
$600K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.93K+ 4.45% |
$495K - $533K
|
116K
$12.8M
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-137- 0.23% |
$13.8K - $14.8K
|
58.7K
$6.51M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
528+ 17.74% |
$53.1K - $57.2K
|
3.5K
$389K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.9K- 12.65% |
$191K - $205K
|
13.1K
$1.45M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3- 0.13% |
$302 - $325
|
2.37K
$263K
|