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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
349KNew |
$13.7M - $16M
|
349K
$15.5M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.1K- 28.97% |
$82.1K - $96.5K
|
5.14K
$228K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
150New |
$5.87K - $6.9K
|
150
$6.67K
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.91KNew |
$192K - $226K
|
4.91K
$218K
|
|
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
$57.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.5K- 4.58% |
$451K - $530K
|
240K
$10.7M
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.97KNew |
$194K - $228K
|
4.97K
$221K
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
14.9K+ 4.46% |
$582K - $684K
|
349K
$15.5M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.93KNew |
$75.5K - $88.8K
|
1.93K
$85.8K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.98KNew |
$195K - $229K
|
4.98K
$221K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-93- 0.6% |
$3.64K - $4.28K
|
15.4K
$684K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
167+ 19.22% |
$6.54K - $7.06K
|
1.04K
$46.1K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
36New |
$1.41K - $1.52K
|
36
$1.6K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.29% |
$235 - $254
|
2.06K
$91.4K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
193New |
$7.56K - $8.16K
|
193
$8.58K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.71K- 40.92% |
$106K - $115K
|
3.91K
$174K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
431New |
$16.9K - $18.2K
|
431
$19.2K
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-315- 5.89% |
$12.3K - $13.3K
|
5.03K
$224K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
123New |
$4.82K - $5.2K
|
123
$5.47K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.42K- 24.21% |
$134K - $145K
|
10.7K
$476K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
184+ 1150.0% |
$7.21K - $7.78K
|
200
$8.89K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
375New |
$14.7K - $15.9K
|
375
$16.7K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-25- 1.13% |
$979 - $1.06K
|
2.19K
$97.5K
|
|
Q1 2024 | |||||||
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.34KNew |
$206K - $229K
|
5.34K
$238K
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-25.1K- 63.91% |
$968K - $1.07M
|
14.2K
$630K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 4.59% |
$99.7K - $111K
|
58.9K
$2.62M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14K- 82.92% |
$540K - $599K
|
2.88K
$128K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
90New |
$3.47K - $3.85K
|
90
$4K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.72K+ 0.87% |
$66.3K - $73.6K
|
201K
$8.92M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.08K- 19.1% |
$80.2K - $89K
|
8.81K
$392K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
55+ 0.31% |
$2.12K - $2.35K
|
18.1K
$804K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.88K- 55.41% |
$227K - $252K
|
4.73K
$210K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.78K- 28.11% |
$377K - $419K
|
25K
$1.11M
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.51K- 80.69% |
$135K - $150K
|
840
$37.3K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.2KNew |
$432K - $479K
|
11.2K
$498K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-33- 62.26% |
$1.27K - $1.41K
|
20
$889
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.87KNew |
$188K - $209K
|
4.87K
$217K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-48.2K- 52.21% |
$1.86M - $2.06M
|
44.1K
$1.96M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-637- 11.48% |
$24.6K - $27.3K
|
4.91K
$218K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.68K- 15.17% |
$103K - $115K
|
15K
$666K
|
|
Q4 2023 | |||||||
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-243- 3.96% |
$8.17K - $10.2K
|
5.89K
$262K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 1.09% |
$33.6 - $42.1
|
93
$4.13K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12KNew |
$405K - $507K
|
12K
$535K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-11.1K- 59.04% |
$373K - $467K
|
7.7K
$342K
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
28+ 0.4% |
$941 - $1.18K
|
6.99K
$311K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.32K+ 7727.91% |
$112K - $140K
|
3.37K
$150K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.49KNew |
$252K - $315K
|
7.49K
$333K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
771+ 0.36% |
$25.9K - $32.5K
|
214K
$9.53M
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
390New |
$13.1K - $16.4K
|
390
$17.3K
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-55.5K- 91.4% |
$1.86M - $2.34M
|
5.22K
$232K
|