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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.41K+ 21.33% |
$718K - $774K
|
42.2K
$4.09M
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-119K- 84.62% |
$11.5M - $12.4M
|
21.6K
$2.1M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.16K+ 6.3% |
$209K - $225K
|
36.5K
$3.54M
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.17K- 3.32% |
$404K - $435K
|
121K
$11.8M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.81K- 27.63% |
$272K - $293K
|
7.36K
$714K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
968+ 27.53% |
$93.8K - $101K
|
4.48K
$435K
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-13.1K- 3.29% |
$1.27M - $1.37M
|
386K
$37.5M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
502+ 1.1% |
$48.6K - $52.4K
|
46.1K
$4.48M
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2+ 0.09% |
$194 - $209
|
2.22K
$216K
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-246- 0.79% |
$23.8K - $25.7K
|
30.8K
$2.99M
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
21.5K+ 11.09% |
$2.08M - $2.25M
|
216K
$20.9M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
827+ 4.25% |
$80.1K - $86.3K
|
20.3K
$1.97M
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.13% |
$194 - $209
|
1.56K
$151K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.08K- 4.16% |
$396K - $426K
|
94.2K
$9.14M
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-6- 0.08% |
$581 - $626
|
7.53K
$731K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-120- 1.02% |
$11.6K - $12.5K
|
11.6K
$1.13M
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-57- 1.77% |
$5.52K - $5.95K
|
3.16K
$307K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.5K+ 32.36% |
$146K - $157K
|
6.15K
$597K
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
19.8K+ 3.6% |
$1.92M - $2.07M
|
570K
$55.3M
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-54- 0.57% |
$5.23K - $5.64K
|
9.4K
$913K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 0.16% |
$775 - $835
|
5.16K
$501K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.21K+ 21.93% |
$311K - $335K
|
17.9K
$1.73M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.85K+ 4.89% |
$276K - $297K
|
61K
$5.92M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-22.7K- 98.99% |
$2.2M - $2.37M
|
231
$22.4K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$388 - $418
|
32.7K
$3.18M
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
134+ 0.72% |
$13K - $14K
|
18.8K
$1.82M
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
964+ 23.55% |
$93.4K - $101K
|
5.06K
$491K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.13% |
$388 - $418
|
3.08K
$299K
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-18- 0.03% |
$1.74K - $1.88K
|
52.1K
$5.05M
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-4.64K- 97.91% |
$449K - $484K
|
99
$9.61K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.1K- 11.44% |
$1.17M - $1.26M
|
93.5K
$9.08M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.26K+ 125500.0% |
$122K - $131K
|
1.26K
$122K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-113- 16.38% |
$10.9K - $11.8K
|
577
$56K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-492- 18.97% |
$47.7K - $51.4K
|
2.1K
$204K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.3K+ 7.97% |
$1.29M - $1.39M
|
181K
$17.5M
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 40.0% |
$19.4K - $20.9K
|
300
$29.1K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-934- 2.25% |
$90.5K - $97.5K
|
40.6K
$3.94M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
936+ 2.68% |
$90.7K - $97.7K
|
35.9K
$3.48M
|
|
Q4 2024 | |||||||
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$97.1 - $104
|
538K
$52.2M
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
14New |
$1.36K - $1.46K
|
14
$1.36K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
867New |
$84.2K - $90.3K
|
867
$84.2K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-160- 1.37% |
$15.5K - $16.7K
|
11.6K
$1.12M
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.98KNew |
$289K - $310K
|
2.98K
$289K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.97KNew |
$482K - $517K
|
4.97K
$482K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.08K+ 6.02% |
$202K - $216K
|
36.6K
$3.55M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
480New |
$46.6K - $50K
|
480
$46.6K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
92.2K+ 4.95% |
$8.96M - $9.6M
|
1.96M
$190M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.7KNew |
$2.88M - $3.09M
|
29.7K
$2.88M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 33.85% |
$1.09M - $1.17M
|
22K
$2.14M
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
543New |
$52.7K - $56.5K
|
543
$52.7K
|