Latest Institutional Transactions on Invesco ETF Tr Ii Dwa Smallcap (DWAS)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Dwa Smallcap (DWAS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
520+ 109.24% |
$43.1K - $48.4K
|
996
$91.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
48+ 1.16% |
$3.97K - $4.47K
|
4.19K
$386K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.47K- 43.14% |
$536K - $603K
|
8.53K
$786K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-165- 7.08% |
$13.7K - $15.4K
|
2.16K
$199K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
236K+ 5.67% |
$19.5M - $21.9M
|
4.39M
$404M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
926+ 6.16% |
$76.7K - $86.2K
|
16K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
750+ 13.77% |
$62.1K - $69.8K
|
6.2K
$571K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-160- 6.43% |
$13.2K - $14.9K
|
2.33K
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.06K- 4.09% |
$87.8K - $98.7K
|
24.9K
$2.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
169+ 2.23% |
$14K - $15.7K
|
7.75K
$714K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
50+ 25.0% |
$4.14K - $4.65K
|
250
$23K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-100- 5.6% |
$8.28K - $9.31K
|
1.69K
$155K
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
395+ 0.71% |
$32.7K - $36.8K
|
55.7K
$5.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
206+ 18.34% |
$17.1K - $19.2K
|
1.33K
$122K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 0.39% |
$2.73K - $3.07K
|
8.42K
$776K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
429+ 3.23% |
$35.5K - $39.9K
|
13.7K
$1.26M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.25K- 4.77% |
$186K - $210K
|
45K
$4.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$82.8 - $93.1
|
7.47K
$688K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$82.8 - $93.1
|
15.7K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-529- 6.19% |
$43.8K - $49.2K
|
8.02K
$739K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.25K- 37.41% |
$517K - $582K
|
10.5K
$963K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
530+ 1.99% |
$43.9K - $49.3K
|
27.2K
$2.5M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41K- 22.46% |
$2.82M - $3.48M
|
142K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.32KNew |
$228K - $282K
|
3.32K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.5KNew |
$652K - $806K
|
9.5K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14- 0.4% |
$962 - $1.19K
|
3.52K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
300KNew |
$20.6M - $25.5M
|
300K
$27.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.43KNew |
$167K - $206K
|
2.43K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-84- 56.76% |
$5.77K - $7.13K
|
64
$5.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23New |
$1.58K - $1.95K
|
23
$2.12K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.34KNew |
$298K - $368K
|
4.34K
$399K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-131- 72.38% |
$9K - $11.1K
|
50
$4.61K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.4K- 51.27% |
$1.54M - $1.9M
|
21.3K
$1.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
432New |
$29.7K - $36.7K
|
432
$39.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.71K- 18.1% |
$255K - $315K
|
16.8K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1+ 0.01% |
$68.7 - $84.9
|
9.43K
$869K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.41KNew |
$166K - $205K
|
2.41K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
255New |
$17.5K - $21.6K
|
255
$23.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
1+ 0.02% |
$68.7 - $84.9
|
4.01K
$369K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
147New |
$10.1K - $12.5K
|
147
$13.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.05K- 27.41% |
$72.4K - $89.4K
|
2.79K
$257K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
150New |
$11.4K - $14.3K
|
150
$13.8K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
190New |
$14.5K - $18.1K
|
190
$17.5K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-416- 4.32% |
$31.7K - $39.7K
|
9.22K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-72- 17.82% |
$5.49K - $6.87K
|
332
$30.6K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.67K+ 97.48% |
$204K - $255K
|
5.42K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.8K- 41.11% |
$137K - $172K
|
2.58K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-175- 5.99% |
$13.3K - $16.7K
|
2.75K
$253K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
708+ 7.91% |
$54K - $67.6K
|
9.66K
$890K
|
|