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 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-33- 62.26% |
$1.27K - $1.41K
|
20
$955
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-48.2K- 52.21% |
$1.86M - $2.06M
|
44.1K
$2.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.87KNew |
$188K - $209K
|
4.87K
$233K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-637- 11.48% |
$24.6K - $27.3K
|
4.91K
$234K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.68K- 15.17% |
$103K - $115K
|
15K
$715K
|
|
| 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
$281K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 1.09% |
$33.6 - $42.1
|
93
$4.44K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12KNew |
$405K - $507K
|
12K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
28+ 0.4% |
$941 - $1.18K
|
6.99K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-11.1K- 59.04% |
$373K - $467K
|
7.7K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.32K+ 7727.91% |
$112K - $140K
|
3.37K
$161K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.49KNew |
$252K - $315K
|
7.49K
$357K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
771+ 0.36% |
$25.9K - $32.5K
|
214K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
390New |
$13.1K - $16.4K
|
390
$18.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-55.5K- 91.4% |
$1.86M - $2.34M
|
5.22K
$249K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-201- 67.0% |
$6.76K - $8.46K
|
99
$4.73K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
810New |
$27.2K - $34.1K
|
810
$38.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.56K+ 33.51% |
$120K - $150K
|
14.2K
$676K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
124New |
$4.17K - $5.22K
|
124
$5.92K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.95KNew |
$65.5K - $82K
|
1.95K
$93K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
111+ 1850.0% |
$3.73K - $4.67K
|
117
$5.59K
|
|
| Q3 2023 | |||||||
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.41K+ 200.0% |
$193K - $637K
|
8.12K
$387K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
100+ 200.0% |
$3.57K - $11.8K
|
150
$7.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.4KNew |
$515K - $1.7M
|
14.4K
$689K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
60+ 200.0% |
$2.14K - $7.07K
|
90
$4.3K
|
|
|
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
|
Salomon & Ludwin, LLC
|
BUY
|
- |
300New |
$10.7K - $35.3K
|
300
$14.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.5KNew |
$53.5K - $177K
|
1.5K
$71.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.85KNew |
$280K - $925K
|
7.85K
$375K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
31.4K+ 197.06% |
$1.12M - $3.7M
|
47.3K
$2.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
3.9K+ 200.0% |
$139K - $459K
|
5.85K
$279K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
836+ 200.0% |
$29.8K - $98.5K
|
1.25K
$59.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
52+ 200.0% |
$1.85K - $6.12K
|
78
$3.72K
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
234+ 200.0% |
$8.34K - $27.6K
|
351
$16.8K
|
|
|
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
$16.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
9.71K+ 174.7% |
$346K - $1.14M
|
15.3K
$729K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.01K+ 205.28% |
$179K - $590K
|
7.46K
$356K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
BUY
|
- |
127KNew |
$4.54M - $15M
|
127K
$6.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.7KNew |
$239K - $789K
|
6.7K
$320K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
1.43K+ 200.0% |
$51.1K - $169K
|
2.15K
$103K
|
|
| Q2 2023 | |||||||
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-210- 4.18% |
$21.9K - $24.1K
|
4.82K
$230K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
181+ 45.59% |
$18.9K - $20.7K
|
578
$27.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
131New |
$13.7K - $15K
|
131
$6.25K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-284- 5.25% |
$29.6K - $32.5K
|
5.13K
$245K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.68% |
$3.33K - $3.66K
|
4.74K
$226K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.3KNew |
$1.28M - $1.41M
|
12.3K
$589K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.76K- 18.07% |
$288K - $316K
|
12.5K
$598K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-4.94K- 6.37% |
$515K - $566K
|
72.6K
$3.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
279New |
$29.1K - $32K
|
279
$13.3K
|
|