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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
1+ 0.01% |
$34.8 - $43.4
|
12.1K
$537K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.6K+ 11.03% |
$717K - $895K
|
207K
$9.22M
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-35.2K- 22.4% |
$1.22M - $1.53M
|
122K
$5.41M
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-90- 16.48% |
$3.13K - $3.91K
|
456
$20.3K
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
11+ 0.05% |
$383 - $478
|
23.2K
$1.03M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-49.2K- 89.89% |
$1.71M - $2.14M
|
5.53K
$246K
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-12.8K- 59.76% |
$445K - $555K
|
8.61K
$383K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-13.2K- 22.69% |
$457K - $571K
|
44.8K
$1.99M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
66+ 1.34% |
$2.3K - $2.87K
|
4.99K
$222K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.74K+ 481.72% |
$60.5K - $75.5K
|
2.1K
$93.4K
|
|
Q1 2025 | |||||||
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
462+ 4.12% |
$18.5K - $22.1K
|
11.7K
$519K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
45.1K+ 234.05% |
$1.81M - $2.15M
|
64.4K
$2.86M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.41K- 8.37% |
$56.6K - $67.3K
|
15.4K
$686K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.64K+ 21.0% |
$146K - $173K
|
20.9K
$931K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.71K- 9.6% |
$68.5K - $81.4K
|
16.1K
$714K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.1K+ 141.35% |
$566K - $673K
|
24.1K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
175+ 1.38% |
$7.03K - $8.35K
|
12.9K
$573K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-101K- 56.48% |
$4.04M - $4.8M
|
77.6K
$3.45M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.3K+ 27.23% |
$1.06M - $1.26M
|
123K
$5.46M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6K+ 1.62% |
$241K - $286K
|
376K
$16.7M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.62K- 39.21% |
$145K - $173K
|
5.62K
$250K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-254K- 11.06% |
$10.2M - $12.1M
|
2.04M
$90.7M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81.1K+ 7.75% |
$3.26M - $3.87M
|
1.13M
$50.1M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.43K- 20.54% |
$298K - $355K
|
28.8K
$1.28M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 6.69% |
$84.4K - $100K
|
33.6K
$1.49M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12K+ 10.37% |
$482K - $573K
|
128K
$5.68M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.72KNew |
$230K - $273K
|
5.72K
$254K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.55K+ 18.16% |
$183K - $217K
|
29.6K
$1.32M
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-100- 1.13% |
$4.02K - $4.77K
|
8.79K
$391K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.26K- 5.26% |
$171K - $203K
|
76.7K
$3.41M
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
765New |
$30.7K - $36.5K
|
765
$34K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
45+ 2.53% |
$1.81K - $2.15K
|
1.83K
$81.1K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-679- 3.47% |
$27.3K - $32.4K
|
18.9K
$840K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.13K+ 3.85% |
$45.2K - $53.7K
|
30.4K
$1.35M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.8KNew |
$1.6M - $1.9M
|
39.8K
$1.77M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.12K+ 74.82% |
$165K - $197K
|
9.62K
$428K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
114K+ 2174.16% |
$4.56M - $5.42M
|
119K
$5.28M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.4K- 0.76% |
$96.5K - $115K
|
313K
$13.9M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.16K- 11.67% |
$207K - $246K
|
39.1K
$1.74M
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.02K+ 3.89% |
$40.8K - $48.5K
|
27.2K
$1.21M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
569K+ 26.55% |
$22.9M - $27.2M
|
2.71M
$121M
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3.51K- 13.55% |
$141K - $168K
|
22.4K
$996K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
108+ 0.3% |
$4.34K - $5.15K
|
35.6K
$1.58M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.3K+ 6.49% |
$857K - $1.02M
|
350K
$15.6M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.36K- 21.03% |
$54.5K - $64.8K
|
5.1K
$227K
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.6K+ 501.97% |
$1.27M - $1.51M
|
37.9K
$1.69M
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.86K+ 8.71% |
$115K - $136K
|
35.6K
$1.58M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.88K- 49.49% |
$316K - $376K
|
8.04K
$358K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12+ 0.22% |
$482 - $573
|
5.59K
$249K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-541Closed |
$21.7K - $25.8K
|
0
$0
|