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 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
70New |
$6.8K - $7.29K
|
70
$7.68K
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
119New |
$11.6K - $12.4K
|
119
$13.1K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
6.69KNew |
$650K - $697K
|
6.69K
$734K
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
16KNew |
$1.55M - $1.67M
|
16K
$1.75M
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.33% |
$680 - $729
|
2.12K
$233K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
221KNew |
$21.5M - $23M
|
221K
$24.3M
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-12.1K- 83.91% |
$1.17M - $1.26M
|
2.32K
$254K
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
2.87KNew |
$279K - $299K
|
2.87K
$315K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.9K- 93.28% |
$282K - $302K
|
209
$22.9K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.65KNew |
$258K - $276K
|
2.65K
$291K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
621+ 2.06% |
$60.3K - $64.6K
|
30.8K
$3.38M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.87K- 31.41% |
$182K - $195K
|
4.09K
$448K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.06KNew |
$200K - $214K
|
2.06K
$225K
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
61New |
$5.92K - $6.35K
|
61
$6.69K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
230New |
$22.3K - $23.9K
|
230
$25.2K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 50.0% |
$4.86K - $5.21K
|
150
$16.5K
|
|
Jan 23, 2025
Q4 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.92KNew |
$283K - $304K
|
2.92K
$320K
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
6.02KNew |
$585K - $627K
|
6.02K
$660K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.33% |
$291 - $312
|
903
$99K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
380New |
$36.9K - $39.6K
|
380
$41.7K
|
|
Q3 2024 | |||||||
Aug 13, 2025
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
10+ 0.37% |
$904 - $981
|
2.71K
$297K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.22K+ 19.24% |
$562K - $610K
|
38.5K
$4.23M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.6KNew |
$2.4M - $2.61M
|
26.6K
$2.92M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-75- 46.3% |
$6.78K - $7.36K
|
87
$9.54K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-512- 10.03% |
$46.3K - $50.2K
|
4.59K
$504K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.5K- 53.76% |
$316K - $343K
|
3.01K
$330K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.52KNew |
$228K - $247K
|
2.52K
$276K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
297New |
$26.8K - $29.1K
|
297
$32.6K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32.5K- 6.16% |
$2.94M - $3.19M
|
496K
$54.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.13K+ 3.58% |
$192K - $209K
|
61.6K
$6.75M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
62New |
$5.6K - $6.08K
|
62
$6.8K
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 19.57% |
$9.04K - $9.81K
|
411
$45.1K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-412- 5.88% |
$37.2K - $40.4K
|
6.6K
$724K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
83New |
$7.5K - $8.14K
|
83
$9.1K
|
|
Q2 2024 | |||||||
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-8- 0.35% |
$714 - $748
|
2.31K
$253K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
111+ 34.58% |
$9.9K - $10.4K
|
432
$47.4K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-90- 48.65% |
$8.03K - $8.41K
|
95
$10.4K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.17KNew |
$194K - $203K
|
2.17K
$238K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-151- 0.49% |
$13.5K - $14.1K
|
30.5K
$3.35M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.26KNew |
$201K - $211K
|
2.26K
$248K
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
277+ 10.45% |
$24.7K - $25.9K
|
2.93K
$321K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
104New |
$9.28K - $9.72K
|
104
$11.4K
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
139New |
$12.4K - $13K
|
139
$15.2K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
103New |
$9.19K - $9.63K
|
103
$11.3K
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
55.1KNew |
$4.92M - $5.15M
|
55.1K
$6.05M
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-388- 1.76% |
$34.6K - $36.3K
|
21.7K
$2.38M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157New |
$14K - $14.7K
|
157
$17.2K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
83New |
$6.99K - $7.78K
|
83
$9.1K
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.75K+ 3.92% |
$147K - $164K
|
46.3K
$5.08M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
451+ 5.44% |
$38K - $42.3K
|
8.73K
$958K
|