Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (DJD)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (DJD) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
108K+ 138.54% |
$4.44M - $4.76M
|
186K
$9.46M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.3K+ 7.18% |
$3.39M - $3.63M
|
1.23M
$62.5M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42.1K+ 187.35% |
$1.73M - $1.86M
|
64.6K
$3.29M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.6KNew |
$1.59M - $1.7M
|
38.6K
$1.97M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
12.5K+ 15.96% |
$516K - $552K
|
91K
$4.63M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.4KNew |
$471K - $504K
|
11.4K
$583K
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
6.7KNew |
$276K - $295K
|
6.7K
$341K
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.8K+ 25.96% |
$197K - $211K
|
23.3K
$1.18M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.78K+ 63.17% |
$114K - $122K
|
7.18K
$366K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.11K+ 24.25% |
$86.7K - $92.9K
|
10.8K
$550K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.02K+ 26.38% |
$83.1K - $89K
|
9.68K
$493K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.81K+ 10.83% |
$74.6K - $79.9K
|
18.5K
$944K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.74K+ 5.35% |
$71.6K - $76.7K
|
34.3K
$1.75M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.45K+ 333.72% |
$59.5K - $63.7K
|
1.88K
$95.6K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.34K+ 4.65% |
$54.9K - $58.8K
|
30.1K
$1.53M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.09K+ 2.95% |
$45K - $48.2K
|
38.2K
$1.95M
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.06KNew |
$43.4K - $46.5K
|
1.06K
$53.7K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
749+ 5.58% |
$30.8K - $33K
|
14.2K
$722K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
470New |
$19.3K - $20.7K
|
470
$23.9K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
18+ 0.92% |
$741 - $793
|
1.97K
$101K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
13+ 1.0% |
$535 - $573
|
1.31K
$66.9K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
8+ 0.1% |
$329 - $353
|
7.96K
$406K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.9% |
$123 - $132
|
337
$17.2K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2+ 0.03% |
$82.3 - $88.2
|
7.26K
$370K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-26- 0.47% |
$1.07K - $1.15K
|
5.55K
$283K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-40- 0.41% |
$1.65K - $1.76K
|
9.77K
$497K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-176- 15.74% |
$7.24K - $7.76K
|
942
$48K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-215- 0.82% |
$8.85K - $9.48K
|
26.1K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-250- 3.77% |
$10.3K - $11K
|
6.38K
$325K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-382- 3.81% |
$15.7K - $16.8K
|
9.64K
$491K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-389- 22.51% |
$16K - $17.1K
|
1.34K
$68.2K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-499- 10.03% |
$20.5K - $22K
|
4.48K
$228K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-826- 4.18% |
$34K - $36.4K
|
18.9K
$965K
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 1.07% |
$47.8K - $51.2K
|
107K
$5.44M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 16.5% |
$54.5K - $58.4K
|
6.7K
$341K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.08K- 11.0% |
$85.8K - $91.9K
|
16.9K
$859K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.61K- 91.67% |
$107K - $115K
|
237
$12.1K
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 29.3% |
$114K - $123K
|
6.71K
$342K
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.37K- 37.44% |
$139K - $148K
|
5.63K
$287K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.59K- 19.61% |
$148K - $158K
|
14.7K
$749K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.83K- 5.88% |
$157K - $169K
|
61.2K
$3.12M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.28K- 12.0% |
$176K - $188K
|
31.4K
$1.6M
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-9.78K- 24.76% |
$402K - $431K
|
29.7K
$1.51M
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-9.94K- 73.19% |
$409K - $438K
|
3.64K
$185K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-15K- 39.42% |
$617K - $661K
|
23.1K
$1.17M
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-21.4K- 47.98% |
$882K - $945K
|
23.2K
$1.18M
|