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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.97K+ 20.88% |
$84.6K - $96.9K
|
11.4K
$545K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.29KNew |
$270K - $309K
|
6.29K
$300K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.07K- 2.37% |
$45.7K - $52.3K
|
43.9K
$2.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-66- 0.23% |
$2.83K - $3.24K
|
28.6K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-66Closed |
$2.83K - $3.24K
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-30K- 11.69% |
$1.29M - $1.47M
|
227K
$10.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
331New |
$14.2K - $16.3K
|
331
$15.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9K+ 5.25% |
$467K - $535K
|
218K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
399+ 3.12% |
$17.1K - $19.6K
|
13.2K
$630K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
48New |
$2.06K - $2.36K
|
48
$2.29K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.64K- 14.06% |
$70.5K - $80.7K
|
10K
$479K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-917- 6.71% |
$39.3K - $45K
|
12.8K
$609K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.2K- 16.85% |
$51.2K - $58.7K
|
5.9K
$282K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
332+ 2.85% |
$14.2K - $16.3K
|
12K
$571K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-60- 0.32% |
$2.57K - $2.95K
|
18.9K
$900K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-300- 1.05% |
$12.9K - $14.7K
|
28.3K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
12.3K+ 3.93% |
$527K - $604K
|
325K
$15.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.43K- 2.89% |
$61.4K - $70.3K
|
48.1K
$2.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.4K- 36.3% |
$531K - $609K
|
21.8K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-190- 2.88% |
$8.15K - $9.33K
|
6.41K
$306K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
46.2KNew |
$1.98M - $2.27M
|
46.2K
$2.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.42KNew |
$104K - $119K
|
2.42K
$116K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-381- 1.78% |
$16.3K - $18.7K
|
21.1K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
925+ 4.51% |
$39.7K - $45.4K
|
21.4K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100+ 0.51% |
$4.29K - $4.91K
|
19.7K
$940K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
175+ 1.08% |
$7.5K - $8.59K
|
16.3K
$780K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.27K+ 7.88% |
$97.2K - $111K
|
31K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-300K- 47.27% |
$12.8M - $14.7M
|
334K
$16M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.7K+ 9.95% |
$202K - $231K
|
52K
$2.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6+ 0.06% |
$257 - $295
|
9.59K
$458K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.4K+ 7.22% |
$60.1K - $68.8K
|
20.8K
$994K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$686 - $786
|
5.27K
$252K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 2.04% |
$4.29K - $4.91K
|
5.01K
$239K
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-6.87K- 37.14% |
$294K - $337K
|
11.6K
$555K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.95K- 21.93% |
$169K - $194K
|
14K
$671K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.37KNew |
$273K - $313K
|
6.37K
$304K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.4K+ 171.8% |
$59.8K - $68.5K
|
2.21K
$105K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.19K- 70.91% |
$94.1K - $108K
|
900
$43K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.25% |
$943 - $1.08K
|
8.81K
$421K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
599+ 12.0% |
$25.7K - $29.4K
|
5.59K
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-500- 25.92% |
$21.4K - $24.6K
|
1.43K
$68.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 2721.38% |
$186K - $212K
|
4.49K
$214K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-26.5K- 21.74% |
$1.14M - $1.3M
|
95.3K
$4.55M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
17.8KNew |
$762K - $872K
|
17.8K
$848K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
12+ 0.05% |
$515 - $589
|
23.2K
$1.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6- 28.57% |
$257 - $295
|
15
$716
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5+ 0.04% |
$214 - $246
|
12.1K
$577K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.74K+ 5.25% |
$74.4K - $85.2K
|
34.8K
$1.66M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.72K+ 81.71% |
$73.6K - $84.3K
|
3.82K
$182K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.2K+ 8.25% |
$1.47M - $1.83M
|
553K
$26.4M
|
|