Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.39K+ 6.58% |
$131K - $145K
|
55K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.77K+ 12.18% |
$107K - $118K
|
25.5K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.63K+ 291.89% |
$101K - $112K
|
3.53K
$168K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 4.59% |
$99.7K - $111K
|
58.9K
$2.8M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.54K+ 12.06% |
$97.9K - $109K
|
23.6K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.39K+ 4.02% |
$92K - $102K
|
61.7K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.28K+ 42.05% |
$88K - $97.7K
|
7.71K
$367K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.22KNew |
$85.5K - $94.9K
|
2.22K
$105K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.14K+ 106.75% |
$82.4K - $91.4K
|
4.14K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.72K+ 0.87% |
$66.3K - $73.6K
|
201K
$9.54M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.62K+ 14.09% |
$62.5K - $69.4K
|
13.1K
$624K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.5K+ 13.43% |
$57.8K - $64.2K
|
12.7K
$602K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.46KNew |
$56.2K - $62.4K
|
1.46K
$69.3K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.29KNew |
$49.8K - $55.3K
|
1.29K
$61.4K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.12K+ 7.12% |
$43K - $47.8K
|
16.8K
$798K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
876+ 1.73% |
$33.8K - $37.5K
|
51.5K
$2.45M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
623+ 11.08% |
$24K - $26.7K
|
6.25K
$297K
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
575+ 5.21% |
$22.2K - $24.6K
|
11.6K
$552K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
506+ 2.24% |
$19.5K - $21.7K
|
23.1K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
468+ 4.76% |
$18K - $20K
|
10.3K
$490K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
271+ 1.33% |
$10.4K - $11.6K
|
20.7K
$985K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
211+ 0.74% |
$8.14K - $9.03K
|
28.8K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
208+ 2.41% |
$8.02K - $8.9K
|
8.83K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
188+ 27.61% |
$7.25K - $8.05K
|
869
$41.3K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
161+ 1.4% |
$6.21K - $6.89K
|
11.7K
$555K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
149+ 0.51% |
$5.75K - $6.38K
|
29.6K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
97+ 0.29% |
$3.74K - $4.15K
|
33.7K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
90New |
$3.47K - $3.85K
|
90
$4.28K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
71+ 0.5% |
$2.74K - $3.04K
|
14.1K
$672K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
55+ 0.31% |
$2.12K - $2.35K
|
18.1K
$860K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
35+ 0.22% |
$1.35K - $1.5K
|
15.8K
$753K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
30+ 111.11% |
$1.16K - $1.28K
|
57
$2.71K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21+ 0.16% |
$810 - $899
|
13.3K
$633K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
15+ 0.11% |
$578 - $642
|
13.4K
$635K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
12+ 0.05% |
$463 - $514
|
23.1K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.24% |
$193 - $214
|
2.05K
$97.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.01% |
$38.6 - $42.8
|
10.5K
$500K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-24- 0.45% |
$925 - $1.03K
|
5.32K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-33- 62.26% |
$1.27K - $1.41K
|
20
$951
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-71- 1.06% |
$2.74K - $3.04K
|
6.63K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-136- 0.27% |
$5.24K - $5.82K
|
50K
$2.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-143- 89.94% |
$5.51K - $6.12K
|
16
$761
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-157- 2.57% |
$6.05K - $6.72K
|
5.95K
$283K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-180- 1.82% |
$6.94K - $7.71K
|
9.72K
$462K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-279- 0.59% |
$10.8K - $11.9K
|
46.7K
$2.22M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-393- 4.85% |
$15.2K - $16.8K
|
7.71K
$366K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-416- 1.01% |
$16K - $17.8K
|
41K
$1.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-637- 11.48% |
$24.6K - $27.3K
|
4.91K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-663- 2.46% |
$25.6K - $28.4K
|
26.3K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.05K- 7.12% |
$40.3K - $44.7K
|
13.6K
$648K
|