Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (RWJ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (RWJ) 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.18K- 18.43% |
$361K - $404K
|
36.2K
$1.72M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.5KNew |
$1.39M - $1.56M
|
31.5K
$1.5M
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
11.4KNew |
$503K - $563K
|
11.4K
$541K
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1.74K- 4.59% |
$77K - $86.2K
|
36.2K
$1.72M
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
606+ 7.63% |
$26.8K - $30K
|
8.55K
$406K
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
33.5K+ 2.52% |
$1.48M - $1.66M
|
1.36M
$64.8M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.08K+ 9.86% |
$91.7K - $103K
|
23.1K
$1.1M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.38K- 11.76% |
$238K - $266K
|
40.4K
$1.92M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-547- 7.1% |
$24.2K - $27.1K
|
7.16K
$340K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-547- 2.34% |
$24.2K - $27.1K
|
22.8K
$1.08M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-398- 0.97% |
$17.6K - $19.7K
|
40.7K
$1.93M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
683+ 7.67% |
$30.2K - $33.8K
|
9.59K
$455K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
54.3KNew |
$2.4M - $2.69M
|
54.3K
$2.58M
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6.84K- 3.02% |
$302K - $338K
|
220K
$10.4M
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.24% |
$44.2 - $49.5
|
417
$19.8K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-300- 20.58% |
$13.3K - $14.8K
|
1.16K
$55K
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
819+ 0.8% |
$36.2K - $40.5K
|
103K
$4.88M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.39K- 40.75% |
$150K - $168K
|
4.93K
$234K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.56K+ 36.98% |
$334K - $374K
|
28K
$1.33M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
74.6K+ 228.62% |
$3.3M - $3.69M
|
107K
$5.09M
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
20KNew |
$882K - $987K
|
20K
$948K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-180- 1.46% |
$7.96K - $8.9K
|
12.1K
$576K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
557+ 4.13% |
$24.6K - $27.5K
|
14.1K
$667K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-900- 12.42% |
$39.8K - $44.5K
|
6.35K
$301K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6- 22.22% |
$265 - $297
|
21
$997
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.4K+ 60.78% |
$593K - $664K
|
35.5K
$1.69M
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.88K- 9.99% |
$127K - $142K
|
25.9K
$1.23M
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
247+ 2.1% |
$10.9K - $12.2K
|
12K
$571K
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.23K- 2.48% |
$54.5K - $60.9K
|
48.4K
$2.3M
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
9+ 0.04% |
$398 - $445
|
23.1K
$1.1M
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
68+ 1.54% |
$3.01K - $3.36K
|
4.49K
$213K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.79K+ 10.04% |
$344K - $385K
|
85.4K
$4.05M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.55K+ 7.64% |
$68.5K - $76.6K
|
21.8K
$1.04M
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.91K+ 51.71% |
$173K - $193K
|
11.5K
$545K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11- 0.07% |
$486 - $544
|
15.9K
$755K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1K+ 9.49% |
$44.3K - $49.6K
|
11.6K
$550K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.04KNew |
$223K - $249K
|
5.04K
$239K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.8KNew |
$212K - $237K
|
4.8K
$228K
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
12.4K+ 144.42% |
$550K - $616K
|
21.1K
$1M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$44.2 - $49.5
|
181K
$8.59M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
79.5K+ 161.27% |
$3.51M - $3.93M
|
129K
$6.11M
|
|
Q3 2024 | |||||||
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
186KNew |
$7.28M - $8.56M
|
186K
$8.83M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75+ 0.4% |
$2.94K - $3.45K
|
19K
$903K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.08KNew |
$199K - $234K
|
5.08K
$241K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
139KNew |
$5.44M - $6.39M
|
139K
$6.59M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.7KNew |
$809K - $951K
|
20.7K
$981K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-832- 1.06% |
$32.6K - $38.3K
|
77.7K
$3.69M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
213K+ 12.57% |
$8.32M - $9.78M
|
1.9M
$90.3M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.6K+ 70.29% |
$493K - $580K
|
30.5K
$1.45M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
311+ 0.96% |
$12.2K - $14.3K
|
32.7K
$1.55M
|