Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
79.5K+ 161.27% |
$3.51M - $3.93M
|
129K
$6.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
74.6K+ 228.62% |
$3.3M - $3.69M
|
107K
$5.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
56.7K+ 20.8% |
$2.51M - $2.81M
|
329K
$15.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
54.3KNew |
$2.4M - $2.69M
|
54.3K
$2.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
33.5K+ 2.52% |
$1.48M - $1.66M
|
1.36M
$64.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.5KNew |
$1.39M - $1.56M
|
31.5K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
20KNew |
$882K - $987K
|
20K
$948K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.4K+ 60.78% |
$593K - $664K
|
35.5K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
12.4K+ 144.42% |
$550K - $616K
|
21.1K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
11.4KNew |
$503K - $563K
|
11.4K
$541K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.79K+ 10.04% |
$344K - $385K
|
85.4K
$4.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.56K+ 36.98% |
$334K - $374K
|
28K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.04KNew |
$223K - $249K
|
5.04K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.8KNew |
$212K - $237K
|
4.8K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.91K+ 51.71% |
$173K - $193K
|
11.5K
$545K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.08K+ 9.86% |
$91.7K - $103K
|
23.1K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.55K+ 7.64% |
$68.5K - $76.6K
|
21.8K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1K+ 9.49% |
$44.3K - $49.6K
|
11.6K
$550K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
819+ 0.8% |
$36.2K - $40.5K
|
103K
$4.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
683+ 7.67% |
$30.2K - $33.8K
|
9.59K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
606+ 7.63% |
$26.8K - $30K
|
8.55K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
557+ 4.13% |
$24.6K - $27.5K
|
14.1K
$667K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
247+ 2.1% |
$10.9K - $12.2K
|
12K
$571K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
107+ 2.33% |
$4.73K - $5.29K
|
4.69K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
68+ 1.54% |
$3.01K - $3.36K
|
4.49K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
9+ 0.04% |
$398 - $445
|
23.1K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$44.2 - $49.5
|
181K
$8.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.24% |
$44.2 - $49.5
|
417
$19.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6- 22.22% |
$265 - $297
|
21
$997
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11- 0.07% |
$486 - $544
|
15.9K
$755K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-180- 1.46% |
$7.96K - $8.9K
|
12.1K
$576K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-300- 20.58% |
$13.3K - $14.8K
|
1.16K
$55K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-398- 0.97% |
$17.6K - $19.7K
|
40.7K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-547- 2.34% |
$24.2K - $27.1K
|
22.8K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-547- 7.1% |
$24.2K - $27.1K
|
7.16K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-900- 12.42% |
$39.8K - $44.5K
|
6.35K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.23K- 2.48% |
$54.5K - $60.9K
|
48.4K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1.74K- 4.59% |
$77K - $86.2K
|
36.2K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.88K- 9.99% |
$127K - $142K
|
25.9K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.39K- 40.75% |
$150K - $168K
|
4.93K
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.38K- 11.76% |
$238K - $266K
|
40.4K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6.84K- 3.02% |
$302K - $338K
|
220K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.18K- 18.43% |
$361K - $404K
|
36.2K
$1.72M
|