Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (EQWL)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (EQWL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2KNew |
$186K - $204K
|
2K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.5KNew |
$139K - $153K
|
1.5K
$166K
|
|
|
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
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.25% |
$93.1 - $102
|
405
$44.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
42.7KNew |
$3.85M - $4.06M
|
42.7K
$4.74M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
22.3KNew |
$2.01M - $2.12M
|
22.3K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.5KNew |
$1.13M - $1.19M
|
12.5K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.14KNew |
$193K - $203K
|
2.14K
$237K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
105+ 2.23% |
$9.47K - $9.98K
|
4.81K
$533K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 3.03% |
$90.2 - $95
|
34
$3.77K
|
|
| Q1 2024 | |||||||
|
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 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.9KNew |
$1.55M - $1.7M
|
17.9K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
13.9KNew |
$1.2M - $1.32M
|
13.9K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.6KNew |
$918K - $1.01M
|
10.6K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.2KNew |
$797K - $873K
|
9.2K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.77K+ 57.49% |
$327K - $358K
|
10.3K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.96K+ 17.67% |
$169K - $186K
|
13K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.01K+ 7.91% |
$87.1K - $95.5K
|
13.7K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
286+ 58.97% |
$24.8K - $27.1K
|
771
$85.5K
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
3.6KNew |
$270K - $316K
|
3.6K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
2.8KNew |
$210K - $246K
|
2.8K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
572New |
$42.9K - $50.3K
|
572
$63.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
180+ 305.08% |
$13.5K - $15.8K
|
239
$26.5K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
80New |
$6K - $7.03K
|
80
$8.87K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
42New |
$3.15K - $3.69K
|
42
$4.66K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
1.74KNew |
$136K - $147K
|
1.74K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
133+ 2.11% |
$10.4K - $11.2K
|
6.45K
$716K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.9% |
$78.3 - $84.4
|
112
$12.4K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.95KNew |
$225K - $242K
|
2.95K
$327K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.18KNew |
$278K - $329K
|
4.18K
$464K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.41KNew |
$227K - $268K
|
3.41K
$378K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
640+ 128.51% |
$42.6K - $50.4K
|
1.14K
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
570New |
$38K - $44.9K
|
570
$63.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27+ 14.84% |
$1.8K - $2.13K
|
209
$23.2K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
285+ 10.52% |
$22.4K - $25K
|
3K
$332K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 14.29% |
$3.93K - $4.38K
|
400
$44.4K
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
90+ 180.0% |
$4.53K - $4.9K
|
140
$15.5K
|
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$50.4 - $54.5
|
1
$111
|
|