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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-60- 2.25% |
$4.57K - $5.72K
|
2.61K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
918New |
$70K - $87.6K
|
918
$84.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-438- 8.75% |
$33.4K - $41.8K
|
4.57K
$421K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
33New |
$2.99K - $3.43K
|
33
$3.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$90.7 - $104
|
7.53K
$693K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
206New |
$18.7K - $21.4K
|
206
$19K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.46KNew |
$223K - $256K
|
2.46K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.25K- 51.89% |
$295K - $337K
|
3.01K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.5KNew |
$1.95M - $2.23M
|
21.5K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
71+ 0.68% |
$6.44K - $7.38K
|
10.6K
$974K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.46KNew |
$223K - $256K
|
2.46K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
150+ 0.38% |
$13.6K - $15.6K
|
39.6K
$3.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
234+ 34.51% |
$21.2K - $24.3K
|
912
$84K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
296New |
$26.9K - $30.8K
|
296
$27.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
38New |
$3.45K - $3.95K
|
38
$3.5K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.1K- 6.45% |
$99.8K - $114K
|
16K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21- 0.82% |
$1.91K - $2.18K
|
2.54K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
37New |
$3.36K - $3.85K
|
37
$3.41K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-250- 8.93% |
$20.7K - $23.7K
|
2.55K
$235K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
127+ 4.71% |
$10.5K - $12K
|
2.82K
$260K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-44- 28.95% |
$3.64K - $4.16K
|
108
$9.95K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
11New |
$910 - $1.04K
|
11
$1.01K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.78K+ 1.94% |
$395K - $452K
|
251K
$23.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.53K+ 22.77% |
$374K - $428K
|
24.4K
$2.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
13.1KNew |
$1.09M - $1.24M
|
13.1K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37New |
$3.06K - $3.5K
|
37
$3.41K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.9KNew |
$1.48M - $1.69M
|
17.9K
$1.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
103New |
$8.52K - $9.75K
|
103
$9.49K
|
|
| 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
$1.01K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.45KNew |
$200K - $220K
|
2.45K
$226K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2New |
$163 - $179
|
2
$184
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8New |
$653 - $718
|
8
$737
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
147K+ 65.09% |
$12M - $13.2M
|
374K
$34.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
140New |
$11.4K - $12.6K
|
140
$12.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
14+ 5.83% |
$1.14K - $1.26K
|
254
$23.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
200New |
$16.1K - $18.2K
|
200
$18.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.98K- 9.91% |
$159K - $181K
|
18K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.45% |
$1.04K - $1.18K
|
2.85K
$263K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.5KNew |
$442K - $501K
|
5.5K
$507K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.6KNew |
$289K - $328K
|
3.6K
$332K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.23KNew |
$179K - $203K
|
2.23K
$205K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35New |
$2.81K - $3.19K
|
35
$3.22K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
4.94KNew |
$396K - $450K
|
4.94K
$455K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
250New |
$20.1K - $22.8K
|
250
$23K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 21.46% |
$4.02K - $4.55K
|
283
$26.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.1KNew |
$351K - $436K
|
5.1K
$470K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.85KNew |
$196K - $244K
|
2.85K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.44KNew |
$167K - $208K
|
2.44K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.42K- 36.85% |
$97.4K - $121K
|
2.43K
$224K
|
|