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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.92K+ 1.57% |
$193K - $208K
|
125K
$13.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.26K+ 30.83% |
$528K - $569K
|
22.3K
$2.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
144New |
$14.5K - $15.6K
|
144
$16K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
30+ 0.51% |
$3.02K - $3.25K
|
5.92K
$656K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
570New |
$57.3K - $61.7K
|
570
$63.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.81KNew |
$283K - $304K
|
2.81K
$312K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-15.4K- 8.9% |
$1.55M - $1.67M
|
158K
$17.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
12+ 48.0% |
$1.21K - $1.3K
|
37
$4.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.97K+ 6.32% |
$298K - $321K
|
49.9K
$5.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-57.3K- 95.5% |
$5.76M - $6.2M
|
2.7K
$300K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-187K- 79.19% |
$18.9M - $20.1M
|
49.1K
$5.45M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
448New |
$45.3K - $48.3K
|
448
$49.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.22KNew |
$832K - $886K
|
8.22K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.82KNew |
$589K - $627K
|
5.82K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.35KNew |
$744K - $792K
|
7.35K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-14- 0.24% |
$1.42K - $1.51K
|
5.78K
$642K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-597- 5.3% |
$60.4K - $64.3K
|
10.7K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
593+ 168.95% |
$60K - $63.9K
|
944
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
400New |
$40.5K - $43.1K
|
400
$44.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
600+ 7.34% |
$60.7K - $64.6K
|
8.78K
$973K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
150+ 20.0% |
$15.2K - $16.2K
|
900
$99.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11K- 7.11% |
$1.12M - $1.19M
|
144K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
300+ 17.44% |
$30.4K - $32.3K
|
2.02K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
11.7KNew |
$1.18M - $1.26M
|
11.7K
$1.3M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.77KNew |
$258K - $283K
|
2.77K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.5KNew |
$139K - $153K
|
1.5K
$166K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2KNew |
$186K - $204K
|
2K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.25% |
$93.1 - $102
|
405
$44.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.52KNew |
$234K - $257K
|
2.52K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.06K+ 7.66% |
$564K - $620K
|
85.1K
$9.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
869+ 5.54% |
$80.9K - $88.9K
|
16.6K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
535New |
$49.8K - $54.7K
|
535
$59.3K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
22.3KNew |
$2.01M - $2.12M
|
22.3K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
42.7KNew |
$3.85M - $4.06M
|
42.7K
$4.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.14KNew |
$193K - $203K
|
2.14K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.5KNew |
$1.13M - $1.19M
|
12.5K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-643- 59.76% |
$58K - $61.1K
|
433
$48K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-35.1K- 95.56% |
$3.16M - $3.33M
|
1.63K
$181K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 3.03% |
$90.2 - $95
|
34
$3.77K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
105+ 2.23% |
$9.47K - $9.98K
|
4.81K
$533K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-413- 10.54% |
$37.2K - $39.3K
|
3.51K
$389K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-9.57K- 67.98% |
$863K - $909K
|
4.51K
$500K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
286+ 58.97% |
$24.8K - $27.1K
|
771
$85.5K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-143- 2.76% |
$12.4K - $13.6K
|
5.03K
$558K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.9KNew |
$1.55M - $1.7M
|
17.9K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.2K+ 17.96% |
$3.05M - $3.34M
|
231K
$25.6M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.6KNew |
$918K - $1.01M
|
10.6K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.01K+ 7.91% |
$87.1K - $95.5K
|
13.7K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
13.9KNew |
$1.2M - $1.32M
|
13.9K
$1.54M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.96K+ 17.67% |
$169K - $186K
|
13K
$1.45M
|
|