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 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.95K+ 33.19% |
$242K - $302K
|
27.9K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22KNew |
$77.1K - $96.3K
|
2.22K
$106K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
228+ 1.03% |
$7.93K - $9.9K
|
22.3K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10.9K+ 30.5% |
$378K - $472K
|
46.5K
$2.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-220- 0.91% |
$7.65K - $9.55K
|
24K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.59KNew |
$194K - $243K
|
5.59K
$267K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-90- 16.48% |
$3.13K - $3.91K
|
456
$21.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-13.2K- 22.69% |
$457K - $571K
|
44.8K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-49.2K- 89.89% |
$1.71M - $2.14M
|
5.53K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-12.8K- 59.76% |
$445K - $555K
|
8.61K
$411K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.11K- 1.37% |
$44.5K - $52.9K
|
79.6K
$3.8M
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-10.3K- 8.95% |
$415K - $494K
|
105K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.71K- 9.6% |
$68.5K - $81.4K
|
16.1K
$767K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.62K- 39.21% |
$145K - $173K
|
5.62K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6K+ 1.62% |
$241K - $286K
|
376K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.72KNew |
$230K - $273K
|
5.72K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
114K+ 2174.16% |
$4.56M - $5.42M
|
119K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-100- 1.13% |
$4.02K - $4.77K
|
8.79K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
765New |
$30.7K - $36.5K
|
765
$36.5K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.26K- 5.26% |
$171K - $203K
|
76.7K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-370- 28.64% |
$14.9K - $17.7K
|
922
$44K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3.51K- 13.55% |
$141K - $168K
|
22.4K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.6K+ 501.97% |
$1.27M - $1.51M
|
37.9K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
613New |
$24.6K - $29.3K
|
613
$29.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
78New |
$3.13K - $3.72K
|
78
$3.72K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.3K- 54.69% |
$415K - $493K
|
8.55K
$408K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.76K- 4.69% |
$70.7K - $84.1K
|
35.8K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
111New |
$4.46K - $5.3K
|
111
$5.3K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
5.99K+ 5.65% |
$241K - $286K
|
112K
$5.35M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-741- 10.35% |
$29.8K - $35.4K
|
6.42K
$306K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
912+ 34.35% |
$36.6K - $43.5K
|
3.57K
$170K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
23.7KNew |
$950K - $1.13M
|
23.7K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
24New |
$964 - $1.15K
|
24
$1.15K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-30- 0.35% |
$1.2K - $1.43K
|
8.43K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
338+ 5.32% |
$13.6K - $16.1K
|
6.69K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-206- 7.69% |
$8.27K - $9.83K
|
2.47K
$118K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
108New |
$4.34K - $5.15K
|
108
$5.16K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-2.16K- 17.98% |
$86.9K - $103K
|
9.87K
$471K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
268New |
$10.8K - $12.8K
|
268
$12.8K
|
|
| Q4 2024 | |||||||
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.63K+ 24.06% |
$72K - $80.5K
|
8.4K
$401K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17+ 0.33% |
$751 - $841
|
5.1K
$243K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
6.7KNew |
$296K - $331K
|
6.7K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
63New |
$2.78K - $3.12K
|
63
$3.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.57KNew |
$202K - $226K
|
4.57K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
74.7K+ 229.42% |
$3.3M - $3.69M
|
107K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.31K+ 16.46% |
$57.9K - $64.8K
|
9.28K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.26K- 15.42% |
$55.7K - $62.3K
|
6.91K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-490- 1.8% |
$21.7K - $24.2K
|
26.7K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
6New |
$265 - $297
|
6
$286
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.86KNew |
$82.4K - $92.2K
|
1.86K
$89K
|
|