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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
159New |
$6.38K - $7.59K
|
159
$7.07K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
95.7K+ 43.49% |
$3.84M - $4.57M
|
316K
$14M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-2.16K- 17.98% |
$86.9K - $103K
|
9.87K
$439K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
6.27K+ 31.41% |
$252K - $299K
|
26.2K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
16.4K+ 134.15% |
$659K - $783K
|
28.6K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
268New |
$10.8K - $12.8K
|
268
$11.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-12.2K- 31.42% |
$488K - $580K
|
26.5K
$1.18M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.6K- 9.41% |
$2.46M - $2.75M
|
535K
$23.8M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.63K+ 24.06% |
$72K - $80.5K
|
8.4K
$373K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17+ 0.33% |
$751 - $841
|
5.1K
$227K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
6.7KNew |
$296K - $331K
|
6.7K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.31K+ 16.46% |
$57.9K - $64.8K
|
9.28K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.66KNew |
$206K - $231K
|
4.66K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
74.7K+ 229.42% |
$3.3M - $3.69M
|
107K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.57KNew |
$202K - $226K
|
4.57K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
63New |
$2.78K - $3.12K
|
63
$2.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
485New |
$21.4K - $24K
|
485
$21.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.26K- 15.42% |
$55.7K - $62.3K
|
6.91K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
582+ 258.67% |
$25.7K - $28.8K
|
807
$35.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.94K+ 125.82% |
$262K - $294K
|
10.7K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
6New |
$265 - $297
|
6
$267
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-490- 1.8% |
$21.7K - $24.2K
|
26.7K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10- 0.2% |
$442 - $495
|
4.89K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.86KNew |
$82.4K - $92.2K
|
1.86K
$82.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.8KNew |
$919K - $1.03M
|
20.8K
$924K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
43+ 0.65% |
$1.9K - $2.13K
|
6.7K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
57.6KNew |
$2.55M - $2.85M
|
57.6K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11.3KNew |
$498K - $558K
|
11.3K
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
196New |
$8.66K - $9.69K
|
196
$8.71K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-64- 1.81% |
$2.83K - $3.17K
|
3.46K
$154K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$458K - $512K
|
10.4K
$460K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-396- 61.21% |
$17.5K - $19.6K
|
251
$11.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
159+ 0.11% |
$7.03K - $7.86K
|
139K
$6.18M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
33.8KNew |
$1.49M - $1.67M
|
33.8K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-330- 1.14% |
$14.6K - $16.3K
|
28.6K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.7K+ 9.81% |
$75.1K - $84K
|
19K
$845K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-683- 3.16% |
$30.2K - $33.8K
|
20.9K
$929K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
107+ 2.33% |
$4.73K - $5.29K
|
4.69K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
11.4KNew |
$503K - $563K
|
11.4K
$506K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
54.3KNew |
$2.4M - $2.69M
|
54.3K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-300- 20.58% |
$13.3K - $14.8K
|
1.16K
$51.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6- 22.22% |
$265 - $297
|
21
$934
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.8KNew |
$212K - $237K
|
4.8K
$213K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
79.5K+ 161.27% |
$3.51M - $3.93M
|
129K
$5.73M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.05KNew |
$41.1K - $48.3K
|
1.05K
$46.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.2K- 8.44% |
$47K - $55.3K
|
13K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
157+ 1.9% |
$6.15K - $7.23K
|
8.41K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8KNew |
$313K - $368K
|
8K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-585- 11.15% |
$22.9K - $26.9K
|
4.66K
$207K
|
|