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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-741- 10.35% |
$29.8K - $35.4K
|
6.42K
$285K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-85.4K- 16.49% |
$3.43M - $4.08M
|
432K
$19.2M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-863- 6.89% |
$34.6K - $41.2K
|
11.7K
$518K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.12KNew |
$286K - $340K
|
7.12K
$317K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.43K+ 6.38% |
$218K - $259K
|
90.5K
$4.02M
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.12K- 10.09% |
$85.2K - $101K
|
18.9K
$841K
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.71K+ 20.36% |
$189K - $225K
|
27.8K
$1.24M
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-4.28K- 33.06% |
$172K - $204K
|
8.67K
$386K
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
907+ 1.84% |
$36.4K - $43.3K
|
50.3K
$2.24M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
912+ 34.35% |
$36.6K - $43.5K
|
3.57K
$159K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.07K- 8.58% |
$123K - $147K
|
32.8K
$1.46M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.03K- 4.97% |
$41.2K - $48.9K
|
19.6K
$871K
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.43K- 9.42% |
$57.2K - $68K
|
13.7K
$609K
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.27K- 2.63% |
$51.1K - $60.8K
|
47.1K
$2.09M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.36K- 3.36% |
$54.4K - $64.7K
|
39K
$1.73M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.15K- 15.82% |
$166K - $198K
|
22.1K
$981K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-232- 0.64% |
$9.31K - $11.1K
|
36.1K
$1.6M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.83K+ 1.3% |
$73.5K - $87.4K
|
142K
$6.33M
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-91K- 81.47% |
$3.65M - $4.34M
|
20.7K
$920K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
525+ 4.28% |
$21.1K - $25.1K
|
12.8K
$569K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.59KNew |
$385K - $458K
|
9.59K
$426K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.7K+ 55.51% |
$509K - $605K
|
35.5K
$1.58M
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
61.1K+ 4.48% |
$2.45M - $2.92M
|
1.43M
$63.4M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
52+ 0.13% |
$2.09K - $2.48K
|
40.7K
$1.81M
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
23.7KNew |
$950K - $1.13M
|
23.7K
$1.05M
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.07K+ 9.33% |
$43K - $51.1K
|
12.5K
$557K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
24New |
$964 - $1.15K
|
24
$1.07K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-547- 4.73% |
$22K - $26.1K
|
11K
$490K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1+ 0.02% |
$40.2 - $47.7
|
6.27K
$279K
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-30- 0.35% |
$1.2K - $1.43K
|
8.43K
$375K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.31K- 15.49% |
$52.7K - $62.7K
|
7.17K
$319K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
92+ 0.3% |
$3.69K - $4.39K
|
30.8K
$1.37M
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
156+ 1.4% |
$6.26K - $7.45K
|
11.3K
$503K
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.31K- 46.68% |
$253K - $301K
|
7.21K
$321K
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
2.5K+ 2.43% |
$100K - $119K
|
105K
$4.68M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-755- 0.44% |
$30.3K - $36K
|
171K
$7.59M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
338+ 5.32% |
$13.6K - $16.1K
|
6.69K
$297K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5.14K- 1.56% |
$206K - $245K
|
324K
$14.4M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-206- 7.69% |
$8.27K - $9.83K
|
2.47K
$110K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
108New |
$4.34K - $5.15K
|
108
$4.8K
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
3.13K+ 14.87% |
$126K - $150K
|
24.2K
$1.08M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-902- 2.54% |
$36.2K - $43.1K
|
34.6K
$1.54M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.88K+ 27.6% |
$156K - $185K
|
17.9K
$797K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-161- 2.22% |
$6.46K - $7.68K
|
7.08K
$315K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
337+ 3.91% |
$13.5K - $16.1K
|
8.96K
$398K
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
26KNew |
$1.05M - $1.24M
|
26K
$1.16M
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.46K+ 3.75% |
$58.5K - $69.6K
|
40.3K
$1.79M
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
433+ 1.19% |
$17.4K - $20.7K
|
36.7K
$1.63M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$402 - $477
|
5.05K
$225K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.59K+ 5.68% |
$63.8K - $75.9K
|
29.6K
$1.32M
|