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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.61K+ 1.93% |
$71K - $79.5K
|
85.1K
$3.28M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-396- 61.21% |
$17.5K - $19.6K
|
251
$9.69K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.25K+ 4.31% |
$144K - $161K
|
78.6K
$3.04M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
159+ 0.11% |
$7.03K - $7.86K
|
139K
$5.37M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.67K+ 71.79% |
$339K - $379K
|
18.3K
$708K
|
|
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
$1.3M
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-330- 1.14% |
$14.6K - $16.3K
|
28.6K
$1.1M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.7K+ 9.81% |
$75.1K - $84K
|
19K
$734K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.53K- 0.87% |
$200K - $224K
|
518K
$20M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-683- 3.16% |
$30.2K - $33.8K
|
20.9K
$807K
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-222- 0.45% |
$9.81K - $11K
|
49.4K
$1.91M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-18.5K- 49.49% |
$818K - $915K
|
18.9K
$729K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-431- 2.84% |
$19.1K - $21.3K
|
14.8K
$570K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.18K- 18.43% |
$361K - $404K
|
36.2K
$1.4M
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
107+ 2.33% |
$4.73K - $5.29K
|
4.69K
$181K
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
11.4KNew |
$503K - $563K
|
11.4K
$440K
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
606+ 7.63% |
$26.8K - $30K
|
8.55K
$330K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
54.3KNew |
$2.4M - $2.69M
|
54.3K
$2.1M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-547- 7.1% |
$24.2K - $27.1K
|
7.16K
$276K
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.08K+ 9.86% |
$91.7K - $103K
|
23.1K
$892K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-300- 20.58% |
$13.3K - $14.8K
|
1.16K
$44.7K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.24% |
$44.2 - $49.5
|
417
$16.1K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.39K- 40.75% |
$150K - $168K
|
4.93K
$190K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
74.6K+ 228.62% |
$3.3M - $3.69M
|
107K
$4.14M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
557+ 4.13% |
$24.6K - $27.5K
|
14.1K
$542K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6- 22.22% |
$265 - $297
|
21
$811
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.88K- 9.99% |
$127K - $142K
|
25.9K
$1M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11- 0.07% |
$486 - $544
|
15.9K
$614K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.8KNew |
$212K - $237K
|
4.8K
$185K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
79.5K+ 161.27% |
$3.51M - $3.93M
|
129K
$4.97M
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.05KNew |
$41.1K - $48.3K
|
1.05K
$40.5K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.2K- 8.44% |
$47K - $55.3K
|
13K
$503K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
157+ 1.9% |
$6.15K - $7.23K
|
8.41K
$325K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8KNew |
$313K - $368K
|
8K
$309K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-585- 11.15% |
$22.9K - $26.9K
|
4.66K
$180K
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
349KNew |
$13.7M - $16M
|
349K
$13.5M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
452New |
$17.7K - $20.8K
|
452
$17.4K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.1K- 28.97% |
$82.1K - $96.5K
|
5.14K
$198K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
150New |
$5.87K - $6.9K
|
150
$5.79K
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.91KNew |
$192K - $226K
|
4.91K
$190K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.5K+ 2.42% |
$1.19M - $1.4M
|
1.29M
$49.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.5K- 4.58% |
$451K - $530K
|
240K
$9.27M
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.97KNew |
$194K - $228K
|
4.97K
$192K
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
14.9K+ 4.46% |
$582K - $684K
|
349K
$13.5M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.93KNew |
$75.5K - $88.8K
|
1.93K
$74.5K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.98KNew |
$195K - $229K
|
4.98K
$192K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-93- 0.6% |
$3.64K - $4.28K
|
15.4K
$594K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
63.7KNew |
$2.5M - $2.7M
|
63.7K
$2.46M
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
167+ 19.22% |
$6.54K - $7.06K
|
1.04K
$40K
|