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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.95KNew |
$221K - $252K
|
2.95K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.58KNew |
$193K - $220K
|
2.58K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-369- 73.07% |
$27.6K - $31.5K
|
136
$13.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.5KNew |
$187K - $214K
|
2.5K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
127New |
$9.51K - $10.8K
|
127
$12.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-45- 7.21% |
$3.37K - $3.84K
|
579
$58.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 100.0% |
$3.74K - $4.27K
|
100
$10K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
100New |
$7.49K - $8.54K
|
100
$10K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.2KNew |
$89.8K - $102K
|
1.2K
$120K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-459- 47.86% |
$34.4K - $39.2K
|
500
$50.2K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
300+ 6.35% |
$23.4K - $24.8K
|
5.03K
$505K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-162Closed |
$12.6K - $13.4K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.5KNew |
$823K - $873K
|
10.5K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$309K - $328K
|
3.96K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
253+ 290.8% |
$19.7K - $20.9K
|
340
$34.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.68KNew |
$521K - $553K
|
6.68K
$671K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.76KNew |
$527K - $560K
|
6.76K
$679K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$78 - $82.8
|
1
$100
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-62- 0.84% |
$4.84K - $5.13K
|
7.36K
$739K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
265New |
$20.7K - $21.9K
|
265
$26.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
10.1KNew |
$789K - $837K
|
10.1K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25- 0.3% |
$1.95K - $2.07K
|
8.23K
$827K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
340New |
$26.5K - $28.2K
|
340
$34.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.15KNew |
$90K - $95.6K
|
1.15K
$116K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
678New |
$52.9K - $56.1K
|
678
$68.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
69New |
$5.38K - $5.71K
|
69
$6.93K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
610New |
$45.4K - $48.8K
|
610
$61.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
41New |
$3.05K - $3.28K
|
41
$4.12K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
71New |
$5.28K - $5.68K
|
71
$7.13K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-243- 66.21% |
$18.1K - $19.4K
|
124
$12.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
51New |
$3.79K - $4.08K
|
51
$5.12K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
54New |
$4.02K - $4.32K
|
54
$5.42K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.87KNew |
$139K - $149K
|
1.87K
$188K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-23- 0.38% |
$1.71K - $1.84K
|
5.98K
$600K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
400New |
$29.8K - $32K
|
400
$40.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.45K- 36.19% |
$108K - $116K
|
2.56K
$257K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24.4K- 53.66% |
$1.81M - $1.95M
|
21.1K
$2.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
9.07KNew |
$675K - $726K
|
9.07K
$911K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
408+ 8.43% |
$30.4K - $32.6K
|
5.25K
$527K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
367New |
$27.3K - $29.4K
|
367
$36.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
34.2KNew |
$2.54M - $2.73M
|
34.2K
$3.43M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.6K- 49.0% |
$189K - $206K
|
2.7K
$271K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-493Closed |
$35.8K - $39.2K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5KNew |
$363K - $397K
|
5K
$502K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
414+ 1.04% |
$30.1K - $32.9K
|
40K
$4.02M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-391- 95.6% |
$28.4K - $31.1K
|
18
$1.81K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100New |
$7.27K - $7.94K
|
100
$10K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.39KNew |
$101K - $111K
|
1.39K
$140K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-105- 2.14% |
$7.63K - $8.34K
|
4.8K
$482K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
28+ 0.91% |
$1.9K - $2.2K
|
3.12K
$313K
|
|