Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q3 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 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
349KNew |
$13.7M - $16M
|
349K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
213K+ 12.57% |
$8.32M - $9.78M
|
1.9M
$90.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
139KNew |
$5.44M - $6.39M
|
139K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
92.3KNew |
$3.61M - $4.25M
|
92.3K
$4.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.2K+ 3.24% |
$3.57M - $4.2M
|
2.91M
$138M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
75.4K+ 434.99% |
$2.95M - $3.47M
|
92.8K
$4.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
74.6K+ 75.11% |
$2.92M - $3.43M
|
174K
$8.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
63.3K+ 5.0% |
$2.48M - $2.91M
|
1.33M
$63.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
54.3K+ 24.88% |
$2.13M - $2.5M
|
273K
$13M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
49.3KNew |
$1.93M - $2.27M
|
49.3K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
48.7KNew |
$1.91M - $2.24M
|
48.7K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.3K+ 14.65% |
$1.89M - $2.22M
|
378K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.3K+ 2.12% |
$1.81M - $2.13M
|
2.22M
$106M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.1K+ 32.83% |
$1.57M - $1.84M
|
162K
$7.71M
|
|
|
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
$61.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
28.8KNew |
$1.13M - $1.33M
|
28.8K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
27.2KNew |
$1.06M - $1.25M
|
27.2K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26.3K+ 135.85% |
$1.03M - $1.21M
|
45.7K
$2.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.7KNew |
$809K - $951K
|
20.7K
$982K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
20.3KNew |
$794K - $933K
|
20.3K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20K+ 2.16% |
$784K - $922K
|
949K
$45.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
14.9K+ 4.46% |
$582K - $684K
|
349K
$16.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.7K+ 1211.38% |
$575K - $676K
|
15.9K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 22.72% |
$555K - $653K
|
76.6K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13K+ 180.22% |
$508K - $597K
|
20.2K
$960K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.6K+ 70.29% |
$493K - $580K
|
30.5K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.1K+ 8.0% |
$473K - $556K
|
163K
$7.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.9K+ 22.98% |
$464K - $545K
|
63.4K
$3.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.8K+ 12.57% |
$423K - $498K
|
96.9K
$4.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10.3K+ 117.42% |
$405K - $476K
|
19.1K
$910K
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
8.62KNew |
$337K - $397K
|
8.62K
$410K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
8.3K+ 41.56% |
$325K - $382K
|
28.3K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8KNew |
$313K - $368K
|
8K
$381K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
7.56KNew |
$296K - $348K
|
7.56K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.51K+ 57.3% |
$294K - $345K
|
20.6K
$980K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.61K+ 9.31% |
$259K - $304K
|
77.6K
$3.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.61K+ 3.2% |
$220K - $258K
|
181K
$8.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.32K+ 85.27% |
$208K - $245K
|
11.6K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.23KNew |
$205K - $241K
|
5.23K
$249K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.08KNew |
$199K - $234K
|
5.08K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.01K+ 27.24% |
$196K - $231K
|
23.4K
$1.11M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.98KNew |
$195K - $229K
|
4.98K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.97KNew |
$194K - $228K
|
4.97K
$236K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.91KNew |
$192K - $226K
|
4.91K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.9KNew |
$192K - $226K
|
4.9K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.72KNew |
$185K - $217K
|
4.72K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.59KNew |
$180K - $211K
|
4.59K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.42KNew |
$173K - $203K
|
4.42K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.12K+ 14.74% |
$161K - $190K
|
32.1K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.07K+ 7.73% |
$159K - $187K
|
56.7K
$2.7M
|