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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.38KNew |
$231K - $248K
|
2.38K
$231K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
259+ 154.17% |
$25.1K - $27K
|
427
$41.4K
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.69KNew |
$357K - $385K
|
3.69K
$358K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.82K+ 16.81% |
$467K - $503K
|
33.5K
$3.25M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
350+ 2.0% |
$33.9K - $36.5K
|
17.8K
$1.73M
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-917- 2.28% |
$88.9K - $95.7K
|
39.2K
$3.81M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.51K+ 5.53% |
$825K - $888K
|
162K
$15.8M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
131K+ 55.03% |
$12.7M - $13.7M
|
369K
$35.9M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1+ 0.0% |
$96.9 - $104
|
33.7K
$3.27M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
982+ 4.52% |
$95.2K - $103K
|
22.7K
$2.21M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.43K+ 3.85% |
$526K - $567K
|
147K
$14.2M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.34K+ 5.26% |
$226K - $244K
|
46.7K
$4.54M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.39% |
$96.9 - $104
|
259
$25.1K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
17.9KNew |
$1.74M - $1.87M
|
17.9K
$1.74M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.78K+ 15.74% |
$948K - $1.02M
|
71.9K
$6.98M
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
115New |
$11.1K - $12K
|
115
$11.2K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.28KNew |
$415K - $447K
|
4.28K
$415K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.38% |
$1.07K - $1.15K
|
2.93K
$284K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
80New |
$7.75K - $8.35K
|
80
$7.77K
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-148- 1.97% |
$14.3K - $15.4K
|
7.36K
$715K
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
207+ 6.11% |
$20.1K - $21.6K
|
3.6K
$349K
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-13.2K- 14.07% |
$1.27M - $1.37M
|
80.4K
$7.8M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.8K+ 102.7% |
$2.3M - $2.48M
|
46.9K
$4.55M
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-81- 1.1% |
$7.85K - $8.46K
|
7.3K
$708K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.53K+ 42.99% |
$245K - $264K
|
8.42K
$817K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.1K+ 61.26% |
$106K - $114K
|
2.89K
$280K
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-2.44K- 2.81% |
$237K - $255K
|
84.6K
$8.21M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.93KNew |
$284K - $306K
|
2.93K
$285K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.51KNew |
$922K - $993K
|
9.51K
$924K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
78+ 2.88% |
$7.56K - $8.14K
|
2.79K
$271K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-132- 4.61% |
$12.8K - $13.8K
|
2.73K
$265K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-19.7K- 24.63% |
$1.91M - $2.06M
|
60.4K
$5.86M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
59.7KNew |
$5.79M - $6.24M
|
59.7K
$5.8M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
6.38K+ 0.29% |
$618K - $666K
|
2.21M
$215M
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
1.02K+ 8.62% |
$99.1K - $107K
|
12.9K
$1.25M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
168+ 0.39% |
$16.3K - $17.5K
|
43.4K
$4.21M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.77K+ 100.62% |
$753K - $811K
|
15.5K
$1.5M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.16K+ 18.05% |
$597K - $643K
|
40.3K
$3.91M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-910- 3.01% |
$88.2K - $95K
|
29.3K
$2.84M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.8K+ 113.69% |
$7.15M - $7.71M
|
139K
$13.5M
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-138- 25.6% |
$13.4K - $14.4K
|
401
$38.9K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-108- 4.73% |
$10.5K - $11.3K
|
2.18K
$211K
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
103K+ 7.01% |
$9.97M - $10.7M
|
1.57M
$152M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-376- 13.45% |
$36.4K - $39.3K
|
2.42K
$235K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.9K+ 28.42% |
$765K - $824K
|
35.7K
$3.46M
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.66K+ 9.39% |
$258K - $278K
|
31K
$3.01M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2+ 0.66% |
$194 - $209
|
306
$29.7K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.87K- 6.27% |
$375K - $404K
|
57.8K
$5.61M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$9.69K - $10.4K
|
100
$9.71K
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.34KNew |
$226K - $244K
|
2.34K
$227K
|