Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (RWL)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (RWL) 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.79K+ 2.25% |
$523K - $568K
|
263K
$25.6M
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-212- 0.5% |
$19.2K - $20.8K
|
42.4K
$4.13M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.74K+ 85.44% |
$880K - $956K
|
21.1K
$2.06M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
168New |
$15.2K - $16.5K
|
168
$16.3K
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4+ 0.06% |
$361 - $392
|
6.75K
$657K
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.13% |
$361 - $392
|
3.08K
$299K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.69K+ 51.13% |
$333K - $362K
|
10.9K
$1.06M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-802- 16.25% |
$72.5K - $78.7K
|
4.13K
$402K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.4K+ 9.59% |
$397K - $431K
|
50.3K
$4.89M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.84K- 39.26% |
$437K - $474K
|
7.49K
$728K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.52KNew |
$228K - $247K
|
2.52K
$245K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.1% |
$452 - $490
|
5.11K
$497K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69+ 0.35% |
$6.23K - $6.77K
|
19.5K
$1.9M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
573+ 45.05% |
$51.8K - $56.2K
|
1.85K
$180K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-923- 8.53% |
$83.4K - $90.5K
|
9.9K
$963K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.6K- 33.96% |
$2.31M - $2.51M
|
49.8K
$4.84M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
297New |
$26.8K - $29.1K
|
297
$28.9K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.42K+ 11.53% |
$219K - $238K
|
23.4K
$2.28M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
57+ 1.18% |
$5.15K - $5.59K
|
4.87K
$474K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
953+ 1.34% |
$86.1K - $93.5K
|
72K
$7.01M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.46K+ 25.31% |
$403K - $438K
|
22.1K
$2.15M
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.9K+ 2.07% |
$262K - $285K
|
143K
$13.9M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
40.3K+ 1.71% |
$3.64M - $3.95M
|
2.4M
$233M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.68K+ 7.64% |
$603K - $655K
|
94.1K
$9.16M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.72K+ 5.69% |
$156K - $169K
|
32K
$3.12M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.07K+ 9.83% |
$820K - $890K
|
101K
$9.87M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
7.14K+ 5.26% |
$646K - $701K
|
143K
$13.9M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.2K+ 748.08% |
$1.92M - $2.08M
|
24.1K
$2.34M
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
191KNew |
$17.3M - $18.7M
|
191K
$18.6M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5.05K- 8.06% |
$456K - $495K
|
57.6K
$5.61M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-890- 3.51% |
$80.4K - $87.3K
|
24.5K
$2.38M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.33% |
$271 - $294
|
900
$87.6K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.9K+ 9.54% |
$2.61M - $2.83M
|
332K
$32.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.13K+ 3.58% |
$192K - $209K
|
61.6K
$5.99M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32.5K- 6.16% |
$2.94M - $3.19M
|
496K
$48.3M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
9+ 0.14% |
$813 - $883
|
6.57K
$639K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-207- 0.28% |
$18.7K - $20.3K
|
74K
$7.2M
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5.64K+ 4.74% |
$510K - $553K
|
125K
$12.1M
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.32K+ 23.21% |
$300K - $326K
|
17.6K
$1.72M
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.37K+ 65.54% |
$304K - $330K
|
8.51K
$828K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
17.5K+ 3.8% |
$1.58M - $1.72M
|
479K
$46.6M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
62New |
$5.6K - $6.08K
|
62
$6.03K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
145+ 0.37% |
$13.1K - $14.2K
|
39.6K
$3.85M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.58KNew |
$775K - $841K
|
8.58K
$835K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.91K+ 4.12% |
$625K - $678K
|
175K
$17M
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
55.6K+ 4.09% |
$5.03M - $5.45M
|
1.42M
$138M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.44K+ 7.4% |
$763K - $828K
|
123K
$11.9M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
6+ 0.08% |
$542 - $588
|
7.53K
$733K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
631+ 23.7% |
$57K - $61.9K
|
3.29K
$320K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$361 - $392
|
33.1K
$3.22M
|