Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (RWJ)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (RWJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
11.4KNew |
$503K - $563K
|
11.4K
$506K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11.3KNew |
$498K - $558K
|
11.3K
$501K
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$458K - $512K
|
10.4K
$460K
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
6.7KNew |
$296K - $331K
|
6.7K
$298K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.94K+ 125.82% |
$262K - $294K
|
10.7K
$474K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.8KNew |
$212K - $237K
|
4.8K
$213K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.66KNew |
$206K - $231K
|
4.66K
$207K
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.57KNew |
$202K - $226K
|
4.57K
$203K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.86KNew |
$82.4K - $92.2K
|
1.86K
$82.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.7K+ 9.81% |
$75.1K - $84K
|
19K
$845K
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.63K+ 24.06% |
$72K - $80.5K
|
8.4K
$373K
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.31K+ 16.46% |
$57.9K - $64.8K
|
9.28K
$412K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
582+ 258.67% |
$25.7K - $28.8K
|
807
$35.9K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
485New |
$21.4K - $24K
|
485
$21.6K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
196New |
$8.66K - $9.69K
|
196
$8.71K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
159+ 0.11% |
$7.03K - $7.86K
|
139K
$6.18M
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
107+ 2.33% |
$4.73K - $5.29K
|
4.69K
$209K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
63New |
$2.78K - $3.12K
|
63
$2.8K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
43+ 0.65% |
$1.9K - $2.13K
|
6.7K
$298K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17+ 0.33% |
$751 - $841
|
5.1K
$227K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
6New |
$265 - $297
|
6
$267
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
349KNew |
$13.7M - $16M
|
349K
$15.5M
|
|
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 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
14.9K+ 4.46% |
$582K - $684K
|
349K
$15.5M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8KNew |
$313K - $368K
|
8K
$356K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.98KNew |
$195K - $229K
|
4.98K
$221K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.97KNew |
$194K - $228K
|
4.97K
$221K
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.91KNew |
$192K - $226K
|
4.91K
$218K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.93KNew |
$75.5K - $88.8K
|
1.93K
$85.8K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.05KNew |
$41.1K - $48.3K
|
1.05K
$46.7K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
157+ 1.9% |
$6.15K - $7.23K
|
8.41K
$374K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
150New |
$5.87K - $6.9K
|
150
$6.67K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
431New |
$16.9K - $18.2K
|
431
$19.2K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
375New |
$14.7K - $15.9K
|
375
$16.7K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
193New |
$7.56K - $8.16K
|
193
$8.58K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
184+ 1150.0% |
$7.21K - $7.78K
|
200
$8.89K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
167+ 19.22% |
$6.54K - $7.06K
|
1.04K
$46.1K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
123New |
$4.82K - $5.2K
|
123
$5.47K
|
|
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
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.2KNew |
$432K - $479K
|
11.2K
$498K
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.34KNew |
$206K - $229K
|
5.34K
$238K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.87KNew |
$188K - $209K
|
4.87K
$217K
|
|
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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.72K+ 0.87% |
$66.3K - $73.6K
|
201K
$8.92M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
90New |
$3.47K - $3.85K
|
90
$4K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
55+ 0.31% |
$2.12K - $2.35K
|
18.1K
$804K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12KNew |
$405K - $507K
|
12K
$535K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.49KNew |
$252K - $315K
|
7.49K
$333K
|