Purchases and Sales Made in Q4 2024 in Invesco ETF Tr Ii Dwa Smallcap (DWAS)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Dwa Smallcap (DWAS) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II DWA SMALLCAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.6K+ 8.38% |
$145K - $166K
|
20.7K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
828+ 7.96% |
$75.1K - $86.1K
|
11.2K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
517+ 1.85% |
$46.9K - $53.7K
|
28.5K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
465+ 6.28% |
$42.2K - $48.3K
|
7.87K
$749K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
37New |
$3.36K - $3.85K
|
37
$3.52K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14+ 0.16% |
$1.27K - $1.46K
|
8.95K
$853K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3+ 0.06% |
$272 - $312
|
5.01K
$477K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21- 0.82% |
$1.91K - $2.18K
|
2.54K
$242K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-168- -0.0% |
$15.2K - $17.5K
|
6.12M
$582M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.1K- 6.45% |
$99.8K - $114K
|
16K
$1.52M
|