Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (DJD)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (DJD) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
601K+ 5255.87% |
$24M - $27.7M
|
613K
$31.2M
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
538KNew |
$21.5M - $24.8M
|
538K
$27.4M
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
117K+ 109.69% |
$4.68M - $5.41M
|
224K
$11.4M
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
82.9K+ 44.58% |
$3.3M - $3.82M
|
269K
$13.7M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16.3KNew |
$648K - $749K
|
16.3K
$828K
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
15.7KNew |
$628K - $726K
|
15.7K
$802K
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.55KNew |
$341K - $394K
|
8.55K
$436K
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.61K+ 98.49% |
$263K - $305K
|
13.3K
$678K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6KNew |
$239K - $277K
|
6K
$306K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.35KNew |
$213K - $247K
|
5.35K
$272K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.66KNew |
$186K - $215K
|
4.66K
$237K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.54KNew |
$181K - $209K
|
4.54K
$231K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.06K+ 56.58% |
$162K - $187K
|
11.2K
$572K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.26K+ 20.67% |
$130K - $150K
|
19K
$967K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.99K+ 31.04% |
$119K - $138K
|
12.6K
$643K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.74K+ 10.47% |
$109K - $126K
|
28.9K
$1.47M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.63K+ 279.62% |
$105K - $121K
|
3.58K
$182K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.53KNew |
$101K - $116K
|
2.53K
$129K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.64K+ 45.05% |
$65.4K - $75.6K
|
5.28K
$269K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.21K+ 8.26% |
$48.4K - $56K
|
15.9K
$811K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 3.27% |
$40.9K - $47.3K
|
32.4K
$1.65M
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
804New |
$32.1K - $37.1K
|
804
$40.9K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
444+ 5.58% |
$17.7K - $20.5K
|
8.41K
$428K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
305+ 1.01% |
$12.2K - $14.1K
|
30.4K
$1.55M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
283+ 119.41% |
$11.3K - $13K
|
520
$26.5K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
221New |
$8.81K - $10.2K
|
221
$11.3K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
169+ 0.89% |
$6.74K - $7.79K
|
19.1K
$973K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64+ 0.1% |
$2.55K - $2.95K
|
61.3K
$3.12M
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
12+ 0.91% |
$478 - $553
|
1.33K
$67.5K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.22% |
$399 - $461
|
4.49K
$228K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.85% |
$359 - $415
|
1.06K
$54.2K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 1.19% |
$159 - $184
|
341
$17.4K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-32- 0.58% |
$1.28K - $1.48K
|
5.52K
$281K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-59- 1.18% |
$2.35K - $2.72K
|
4.93K
$251K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-87- 4.63% |
$3.47K - $4.01K
|
1.79K
$91.2K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-219- 3.02% |
$8.73K - $10.1K
|
7.04K
$358K
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-295- 3.02% |
$11.8K - $13.6K
|
9.47K
$482K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-384- 81.7% |
$15.3K - $17.7K
|
86
$4.38K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-524- 5.41% |
$20.9K - $24.2K
|
9.15K
$466K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-612- 4.32% |
$24.4K - $28.2K
|
13.6K
$690K
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-660- 10.35% |
$26.3K - $30.4K
|
5.72K
$291K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-891- 33.22% |
$35.5K - $41.1K
|
1.79K
$91.2K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.33K- 67.43% |
$53.1K - $61.4K
|
643
$32.7K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 22.62% |
$60.4K - $69.9K
|
5.19K
$264K
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.7K- 25.37% |
$67.8K - $78.4K
|
5K
$255K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.72K- 11.69% |
$108K - $125K
|
20.5K
$1.05M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.82K- 17.86% |
$272K - $315K
|
31.4K
$1.6M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.32K- 36.1% |
$332K - $384K
|
14.7K
$750K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.56K- 56.69% |
$381K - $441K
|
7.31K
$372K
|