Marshall Financial Group LLC Invesco Exchange Traded Fd Tr Transaction History

Marshall Financial Group LLC

  • $460 Million
  • Q4 2025

A detailed history of Marshall Financial Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Marshall Financial Group LLC holds 12,060 shares of RWJ stock, worth $566,578. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,060
Previous 12,094 0.28%
Holding current value
$566,578
Previous $584,000 3.08%
% of portfolio
0.12%
Previous 0.13%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$46.23 - $49.22 $1,571 - $1,673
-34 Reduced 0.28%
12,060 $566,000
Q3 2025

Oct 08, 2025
BUY
$42.88 - $49.1 $214 - $245
5 Added 0.04%
12,094 $584,000
Q2 2025

Jul 10, 2025
BUY
$34.78 - $43.42 $34 - $43
1 Added 0.01%
12,089 $523,000
Q1 2025

Apr 16, 2025
SELL
$40.15 - $47.73 $2,127 - $2,529
-53 Reduced 0.44%
12,088 $491,000
Q4 2024

Jan 21, 2025
SELL
$44.2 - $49.46 $7,956 - $8,902
-180 Reduced 1.46%
12,141 $555,000
Q3 2024

Oct 16, 2024
SELL
$39.15 - $46.02 $23,333 - $27,427
-596 Reduced 4.61%
12,321 $563,000
Q2 2024

Jul 19, 2024
SELL
$39.16 - $42.3 $17,073 - $18,442
-436 Reduced 3.27%
12,917 $517,000
Q1 2024

Apr 19, 2024
BUY
$38.56 - $42.81 $578 - $642
15 Added 0.11%
13,353 $571,000
Q4 2023

Jan 10, 2024
SELL
$33.62 - $42.1 $4,538 - $5,683
-135 Reduced 1.0%
13,338 $552,000
Q3 2023

Oct 19, 2023
BUY
$35.65 - $117.78 $309,335 - $1.02 Million
8,677 Added 180.92%
13,473 $490,000
Q2 2023

Jul 17, 2023
BUY
$104.2 - $114.53 $1,042 - $1,145
10 Added 0.21%
4,796 $543,000
Q1 2023

Apr 18, 2023
BUY
$105.74 - $126.98 $1,480 - $1,777
14 Added 0.29%
4,786 $536,000
Q4 2022

Feb 01, 2023
SELL
$33.08 - $116.46 $12,173 - $42,857
-368 Reduced 7.16%
4,772 $517,000
Q3 2022

Oct 12, 2022
SELL
$31.99 - $122.01 $10,780 - $41,117
-337 Reduced 6.15%
5,140 $494,000
Q2 2022

Jul 25, 2022
BUY
$101.31 - $122.44 $41,131 - $49,710
406 Added 8.01%
5,477 $558,000
Q1 2022

May 10, 2022
BUY
$112.99 - $126.4 $677 - $758
6 Added 0.12%
5,071 $608,000
Q4 2021

Jan 27, 2022
SELL
$115.84 - $130.08 $4,170 - $4,682
-36 Reduced 0.71%
5,065 $624,000
Q3 2021

Oct 28, 2021
BUY
$109.9 - $121.42 $3,297 - $3,642
30 Added 0.59%
5,101 $596,000
Q2 2021

Jul 14, 2021
SELL
$111.5 - $126.04 $68,126 - $77,010
-611 Reduced 10.75%
5,071 $611,000
Q1 2021

Apr 20, 2021
BUY
$80.39 - $123.54 $160 - $247
2 Added 0.04%
5,682 $647,000
Q4 2020

Jan 29, 2021
BUY
$60.39 - $81.48 $343,015 - $462,806
5,680 New
5,680 $461,000

Others Institutions Holding RWJ

# of Institutions
215
Shares Held
20.5M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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