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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.56K+ 33.51% |
$120K - $150K
|
14.2K
$673K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-200- 2.31% |
$6.72K - $8.42K
|
8.46K
$402K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
124New |
$4.17K - $5.22K
|
124
$5.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.95KNew |
$65.5K - $82K
|
1.95K
$92.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-306- 23.45% |
$10.3K - $12.9K
|
999
$47.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
111+ 1850.0% |
$3.73K - $4.67K
|
117
$5.56K
|
|
| Q3 2023 | |||||||
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.41K+ 200.0% |
$193K - $637K
|
8.12K
$386K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
100+ 200.0% |
$3.57K - $11.8K
|
150
$7.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.4KNew |
$515K - $1.7M
|
14.4K
$687K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
60+ 200.0% |
$2.14K - $7.07K
|
90
$4.28K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.65K+ 200.0% |
$201K - $666K
|
8.48K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
386New |
$13.8K - $45.5K
|
386
$18.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.5KNew |
$53.5K - $177K
|
1.5K
$71.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
300New |
$10.7K - $35.3K
|
300
$14.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.85KNew |
$280K - $925K
|
7.85K
$373K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
150+ 200.0% |
$5.35K - $17.7K
|
225
$10.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
31.4K+ 197.06% |
$1.12M - $3.7M
|
47.3K
$2.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
3.9K+ 200.0% |
$139K - $459K
|
5.85K
$278K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
836+ 200.0% |
$29.8K - $98.5K
|
1.25K
$59.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
52+ 200.0% |
$1.85K - $6.12K
|
78
$3.71K
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
234+ 200.0% |
$8.34K - $27.6K
|
351
$16.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2K+ 200.0% |
$71.3K - $236K
|
3K
$143K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
230+ 200.0% |
$8.2K - $27.1K
|
345
$16.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.01K+ 205.28% |
$179K - $590K
|
7.46K
$354K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
9.71K+ 174.7% |
$346K - $1.14M
|
15.3K
$726K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
BUY
|
- |
127KNew |
$4.54M - $15M
|
127K
$6.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
1.43K+ 200.0% |
$51.1K - $169K
|
2.15K
$102K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.7KNew |
$239K - $789K
|
6.7K
$318K
|
|
| Q2 2023 | |||||||
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-210- 4.18% |
$21.9K - $24.1K
|
4.82K
$229K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
181+ 45.59% |
$18.9K - $20.7K
|
578
$27.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
131New |
$13.7K - $15K
|
131
$6.23K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-284- 5.25% |
$29.6K - $32.5K
|
5.13K
$244K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.68% |
$3.33K - $3.66K
|
4.74K
$225K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.3KNew |
$1.28M - $1.41M
|
12.3K
$586K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.76K- 18.07% |
$288K - $316K
|
12.5K
$596K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
279New |
$29.1K - $32K
|
279
$13.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-4.94K- 6.37% |
$515K - $566K
|
72.6K
$3.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
250+ 24.27% |
$26.1K - $28.6K
|
1.28K
$60.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
68.2K+ 212.09% |
$7.1M - $7.81M
|
100K
$4.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
90New |
$9.38K - $10.3K
|
90
$4.28K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
271New |
$28.2K - $31K
|
271
$12.9K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
271New |
$28.2K - $31K
|
271
$12.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.96K- 43.23% |
$204K - $224K
|
2.57K
$122K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
97New |
$10.1K - $11.1K
|
97
$4.61K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.87KNew |
$198K - $237K
|
1.87K
$88.9K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.7KNew |
$3.03M - $3.64M
|
28.7K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.7KNew |
$2.4M - $2.88M
|
22.7K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.44K- 42.96% |
$152K - $183K
|
1.91K
$90.9K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.49KNew |
$1M - $1.21M
|
9.49K
$451K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.03K- 69.01% |
$426K - $511K
|
1.81K
$86K
|
|