Rothschild Investment LLC Invesco ETF Transaction History

Rothschild Investment LLC

$1.77 Trillion
Q3 2025

A detailed history of Rothschild Investment LLC transactions in Invesco ETF stock. As of the latest transaction made, Rothschild Investment LLC holds 8,857 shares of EQAL stock, worth $454,806. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,857

Previous 8,839 0.2%

Holding current value

$454,806

Previous $435 Million 5.83%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$49.29 - $52.39 $887 - $943	18 Added 0.2%	8,857 $461 Million
Q2 2025 Aug 11, 2025	BUY	$41.38 - $49.24 $662 - $787	16 Added 0.18%	8,839 $435 Million
Q1 2025 Apr 08, 2025	BUY	$46.28 - $50.51 $786 - $858	17 Added 0.19%	8,823 $417 Million
Q4 2024 Feb 04, 2025	SELL	$48.01 - $51.95 $34,999 - $37,871	-729 Reduced 7.65%	8,806 $425 Million
Q3 2024 Oct 18, 2024	SELL	$44.26 - $48.66 $84,448 - $92,843	-1,908 Reduced 16.67%	9,535 $464 Million

Q2 2024 Jul 30, 2024	BUY	$43.33 - $46.19 $495,825 - $528,552	11,443 New	11,443 $511 Million
Q1 2024 Jul 31, 2024	SELL	$42.52 - $46.19 $20,664 - $22,448	-486 Reduced 3.05%	15,456 $714 Million
Q4 2023 Jul 31, 2024	BUY	$37.43 - $44.39 $168,397 - $199,710	4,499 Added 39.32%	15,942 $703 Million

Others Institutions Holding EQAL

# of Institutions

Shares Held

7.17M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF

Ticker EQAL
Sector ETFs
Industry ETFs

More about EQAL

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Rothschild Investment LLC Invesco ETF Transaction History