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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.12K+ 22.95% |
$469K - $563K
|
27.4K
$3.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.61KNew |
$789K - $947K
|
8.61K
$998K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-8- 0.03% |
$733 - $880
|
23K
$2.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
2.71KNew |
$248K - $298K
|
2.71K
$314K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16.3KNew |
$1.63M - $1.76M
|
16.3K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-135- 8.57% |
$13.6K - $14.6K
|
1.44K
$167K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-18- 6.02% |
$1.81K - $1.95K
|
281
$32.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23New |
$2.31K - $2.49K
|
23
$2.67K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
126+ 49.8% |
$12.7K - $13.6K
|
379
$43.9K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-100- 80.0% |
$10.1K - $10.8K
|
25
$2.9K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
126+ 13.79% |
$12.7K - $13.6K
|
1.04K
$121K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-210- 1.5% |
$21.1K - $22.7K
|
13.8K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
137New |
$13.8K - $14.8K
|
137
$15.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7+ 0.29% |
$704 - $758
|
2.41K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.41KNew |
$544K - $586K
|
5.41K
$627K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
141+ 22.56% |
$14.2K - $15.3K
|
766
$88.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
570New |
$57.3K - $61.7K
|
570
$66.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.81KNew |
$283K - $304K
|
2.81K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
12+ 48.0% |
$1.21K - $1.3K
|
37
$4.29K
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
448New |
$45.3K - $48.3K
|
448
$51.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.82KNew |
$589K - $627K
|
5.82K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.35KNew |
$744K - $792K
|
7.35K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-14- 0.24% |
$1.42K - $1.51K
|
5.78K
$671K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
400New |
$40.5K - $43.1K
|
400
$46.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
150+ 20.0% |
$15.2K - $16.2K
|
900
$104K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
11.7KNew |
$1.18M - $1.26M
|
11.7K
$1.36M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.77KNew |
$258K - $283K
|
2.77K
$321K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2KNew |
$186K - $204K
|
2K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.25% |
$93.1 - $102
|
405
$47K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
869+ 5.54% |
$80.9K - $88.9K
|
16.6K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.06K+ 7.66% |
$564K - $620K
|
85.1K
$9.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
535New |
$49.8K - $54.7K
|
535
$62K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
22.3KNew |
$2.01M - $2.12M
|
22.3K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.14KNew |
$193K - $203K
|
2.14K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.5KNew |
$1.13M - $1.19M
|
12.5K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-643- 59.76% |
$58K - $61.1K
|
433
$50.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-35.1K- 95.56% |
$3.16M - $3.33M
|
1.63K
$189K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
105+ 2.23% |
$9.47K - $9.98K
|
4.81K
$557K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 3.03% |
$90.2 - $95
|
34
$3.94K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-413- 10.54% |
$37.2K - $39.3K
|
3.51K
$407K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-9.57K- 67.98% |
$863K - $909K
|
4.51K
$523K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-143- 2.76% |
$12.4K - $13.6K
|
5.03K
$583K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.2K+ 17.96% |
$3.05M - $3.34M
|
231K
$26.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.9KNew |
$1.55M - $1.7M
|
17.9K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.01K+ 7.91% |
$87.1K - $95.5K
|
13.7K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.6KNew |
$918K - $1.01M
|
10.6K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
13.9KNew |
$1.2M - $1.32M
|
13.9K
$1.61M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.96K+ 17.67% |
$169K - $186K
|
13K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.2KNew |
$797K - $873K
|
9.2K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.77K+ 57.49% |
$327K - $358K
|
10.3K
$1.2M
|
|