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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43+ 0.47% |
$4.35K - $4.63K
|
9.2K
$958K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.91K- 3.31% |
$193K - $205K
|
55.7K
$5.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
387+ 2976.92% |
$39.2K - $41.7K
|
400
$41.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
859+ 8.55% |
$86.9K - $92.5K
|
10.9K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11K- 7.11% |
$1.12M - $1.19M
|
144K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.4K+ 34.6% |
$2.88M - $3.06M
|
111K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.85K- 10.85% |
$491K - $522K
|
39.8K
$4.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
110KNew |
$11.1M - $11.8M
|
110K
$11.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.7K+ 181.48% |
$3.42M - $3.63M
|
52.3K
$5.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
197+ 40.45% |
$19.9K - $21.2K
|
684
$71.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
58.8KNew |
$5.95M - $6.34M
|
58.8K
$6.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-148- 1.08% |
$15K - $15.9K
|
13.5K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 5.79% |
$5.06K - $5.39K
|
914
$95.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-339- 0.28% |
$34.3K - $36.5K
|
123K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.94K- 21.97% |
$398K - $424K
|
14K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.74K+ 10.47% |
$580K - $618K
|
60.5K
$6.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-623- 3.53% |
$63.1K - $67.1K
|
17K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
24.7KNew |
$2.5M - $2.67M
|
24.7K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-461- 1.08% |
$46.7K - $49.7K
|
42.2K
$4.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12+ 0.31% |
$1.21K - $1.29K
|
3.93K
$409K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7K+ 49.94% |
$708K - $754K
|
21K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
300+ 17.44% |
$30.4K - $32.3K
|
2.02K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.31K+ 55.14% |
$234K - $249K
|
6.5K
$677K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
11.7KNew |
$1.18M - $1.26M
|
11.7K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.1K+ 79.84% |
$1.94M - $2.06M
|
43.1K
$4.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-940- 11.24% |
$95.1K - $101K
|
7.43K
$773K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
486+ 20.6% |
$49.2K - $52.4K
|
2.85K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
331+ 9.88% |
$33.5K - $35.7K
|
3.68K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-18.6K- 9.68% |
$1.88M - $2M
|
173K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.87K+ 32.9% |
$897K - $955K
|
35.8K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 14.34% |
$118K - $125K
|
6.94K
$722K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.57K- 9.48% |
$159K - $169K
|
15K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 3.67% |
$138K - $147K
|
38.5K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-80- 3.26% |
$8.1K - $8.62K
|
2.38K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.78KNew |
$281K - $299K
|
2.78K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.57K+ 19.23% |
$766K - $815K
|
46.9K
$4.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
11+ 0.27% |
$1.11K - $1.18K
|
4.05K
$422K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8+ 0.09% |
$810 - $862
|
8.74K
$910K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
57.7K+ 2475.32% |
$5.84M - $6.21M
|
60K
$6.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.46K+ 11.39% |
$148K - $157K
|
14.3K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.41K+ 49.65% |
$142K - $151K
|
4.24K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-774- 24.4% |
$78.3K - $83.4K
|
2.4K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.88K- 7.45% |
$190K - $202K
|
23.3K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
91+ 3.15% |
$9.21K - $9.8K
|
2.98K
$310K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.17KNew |
$219K - $233K
|
2.17K
$225K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.77KNew |
$258K - $283K
|
2.77K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.5KNew |
$139K - $153K
|
1.5K
$156K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-350- 10.29% |
$32.6K - $35.8K
|
3.05K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
63.7K+ 52.49% |
$5.92M - $6.51M
|
185K
$19.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2KNew |
$186K - $204K
|
2K
$208K
|
|