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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
168+ 0.39% |
$16.3K - $17.5K
|
43.4K
$4.58M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.8K+ 113.69% |
$7.15M - $7.71M
|
139K
$14.6M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-910- 3.01% |
$88.2K - $95K
|
29.3K
$3.09M
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
103K+ 7.01% |
$9.97M - $10.7M
|
1.57M
$166M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-376- 13.45% |
$36.4K - $39.3K
|
2.42K
$255K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.9K+ 28.42% |
$765K - $824K
|
35.7K
$3.77M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-108- 4.73% |
$10.5K - $11.3K
|
2.18K
$230K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$9.69K - $10.4K
|
100
$10.6K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.87K- 6.27% |
$375K - $404K
|
57.8K
$6.1M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2+ 0.66% |
$194 - $209
|
306
$32.3K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.66K+ 9.39% |
$258K - $278K
|
31K
$3.27M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
688+ 11.65% |
$66.7K - $71.8K
|
6.6K
$696K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
574New |
$55.6K - $59.9K
|
574
$60.6K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20New |
$1.94K - $2.09K
|
20
$2.11K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-16.4K- 49.99% |
$1.59M - $1.71M
|
16.4K
$1.73M
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
75.1KNew |
$7.28M - $7.84M
|
75.1K
$7.93M
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-1.26K- 1.87% |
$122K - $132K
|
65.9K
$6.96M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-920- 16.67% |
$89.1K - $96K
|
4.6K
$485K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-190- 28.02% |
$18.4K - $19.8K
|
488
$51.5K
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
2.03KNew |
$196K - $211K
|
2.03K
$214K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1K+ 1.52% |
$96.9K - $104K
|
66.8K
$7.05M
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-87.2K- 48.06% |
$8.45M - $9.1M
|
94.2K
$9.94M
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
12.6KNew |
$1.22M - $1.31M
|
12.6K
$1.33M
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-4.13K- 2.82% |
$400K - $431K
|
142K
$15M
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
3.85K+ 8.56% |
$373K - $402K
|
48.9K
$5.15M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.04K- 13.99% |
$779K - $840K
|
49.5K
$5.22M
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-29.4K- 19.85% |
$2.85M - $3.07M
|
119K
$12.5M
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.03K- 4.3% |
$99.6K - $107K
|
22.9K
$2.42M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.16K+ 6.3% |
$209K - $225K
|
36.5K
$3.85M
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-119K- 84.62% |
$11.5M - $12.4M
|
21.6K
$2.28M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
374New |
$36.2K - $39K
|
374
$39.5K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.41K+ 21.33% |
$718K - $774K
|
42.2K
$4.45M
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-13.1K- 3.29% |
$1.27M - $1.37M
|
386K
$40.7M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
968+ 27.53% |
$93.8K - $101K
|
4.48K
$473K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.81K- 27.63% |
$272K - $293K
|
7.36K
$776K
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.17K- 3.32% |
$404K - $435K
|
121K
$12.8M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
502+ 1.1% |
$48.6K - $52.4K
|
46.1K
$4.87M
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2+ 0.09% |
$194 - $209
|
2.22K
$235K
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-246- 0.79% |
$23.8K - $25.7K
|
30.8K
$3.25M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
827+ 4.25% |
$80.1K - $86.3K
|
20.3K
$2.14M
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.13% |
$194 - $209
|
1.56K
$164K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.5K+ 32.36% |
$146K - $157K
|
6.15K
$649K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-57- 1.77% |
$5.52K - $5.95K
|
3.16K
$334K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 0.16% |
$775 - $835
|
5.16K
$545K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.21K+ 21.93% |
$311K - $335K
|
17.9K
$1.89M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.85K+ 4.89% |
$276K - $297K
|
61K
$6.43M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-22.7K- 98.99% |
$2.2M - $2.37M
|
231
$24.4K
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-4.64K- 97.91% |
$449K - $484K
|
99
$10.4K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.13% |
$388 - $418
|
3.08K
$325K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$388 - $418
|
32.7K
$3.45M
|