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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
150+ 0.38% |
$13.6K - $15.6K
|
39.6K
$3.42M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-584- 1.21% |
$53K - $60.7K
|
47.6K
$4.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.86K- 7.69% |
$260K - $298K
|
34.4K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-49- 1.9% |
$4.45K - $5.09K
|
2.53K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
2.67KNew |
$242K - $278K
|
2.67K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
234+ 34.51% |
$21.2K - $24.3K
|
912
$78.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
769+ 19.32% |
$69.8K - $79.9K
|
4.75K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
134+ 3.73% |
$12.2K - $13.9K
|
3.73K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-32.3K- 99.54% |
$2.93M - $3.35M
|
148
$12.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
3+ 0.08% |
$272 - $312
|
4K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.7KNew |
$154K - $177K
|
1.7K
$147K
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
368+ 17.75% |
$33.4K - $38.2K
|
2.44K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-39.7K- 93.15% |
$3.6M - $4.13M
|
2.92K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
296New |
$26.9K - $30.8K
|
296
$25.6K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-43- 0.38% |
$3.9K - $4.47K
|
11.3K
$976K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
38New |
$3.45K - $3.95K
|
38
$3.28K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
477+ 11.49% |
$43.3K - $49.6K
|
4.63K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.9K+ 27.91% |
$444K - $509K
|
22.4K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14+ 0.16% |
$1.27K - $1.46K
|
8.95K
$774K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3+ 0.06% |
$272 - $312
|
5.01K
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
465+ 6.28% |
$42.2K - $48.3K
|
7.87K
$680K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
517+ 1.85% |
$46.9K - $53.7K
|
28.5K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.1K- 6.45% |
$99.8K - $114K
|
16K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
828+ 7.96% |
$75.1K - $86.1K
|
11.2K
$971K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21- 0.82% |
$1.91K - $2.18K
|
2.54K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.6K+ 8.38% |
$145K - $166K
|
20.7K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
37New |
$3.36K - $3.85K
|
37
$3.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-168- -0.0% |
$15.2K - $17.5K
|
6.12M
$529M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
404New |
$33.4K - $38.2K
|
404
$34.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.52KNew |
$291K - $333K
|
3.52K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-32- 19.63% |
$2.65K - $3.03K
|
131
$11.3K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-250- 8.93% |
$20.7K - $23.7K
|
2.55K
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
131+ 262.0% |
$10.8K - $12.4K
|
181
$15.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
127+ 4.71% |
$10.5K - $12K
|
2.82K
$244K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
204New |
$16.9K - $19.3K
|
204
$17.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-44- 28.95% |
$3.64K - $4.16K
|
108
$9.34K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
854+ 15.34% |
$70.6K - $80.8K
|
6.42K
$555K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
11New |
$910 - $1.04K
|
11
$951
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.53K+ 22.77% |
$374K - $428K
|
24.4K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.78K+ 1.94% |
$395K - $452K
|
251K
$21.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
13.1KNew |
$1.09M - $1.24M
|
13.1K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37New |
$3.06K - $3.5K
|
37
$3.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.9KNew |
$1.48M - $1.69M
|
17.9K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-150- 7.32% |
$12.4K - $14.2K
|
1.9K
$164K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
400+ 12.11% |
$33.1K - $37.9K
|
3.7K
$320K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
103New |
$8.52K - $9.75K
|
103
$8.9K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-168KClosed |
$13.7M - $15M
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-124- 91.85% |
$10.1K - $11.1K
|
11
$951
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.86KNew |
$233K - $256K
|
2.86K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.45KNew |
$200K - $220K
|
2.45K
$212K
|
|