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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.83K- 13.3% |
$263K - $328K
|
25K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.23KNew |
$290K - $362K
|
4.23K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
215+ 6.43% |
$14.8K - $18.4K
|
3.56K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.25% |
$68.7 - $85.6
|
404
$37.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 34.78% |
$2.75K - $3.42K
|
75
$6.91K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
270New |
$18.6K - $23.1K
|
270
$24.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.76K- 22.39% |
$121K - $150K
|
6.09K
$561K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.14% |
$73.5 - $83.3
|
710
$65.4K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-116- 2.58% |
$8.53K - $9.66K
|
4.39K
$404K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-427- 10.64% |
$31.4K - $35.6K
|
3.59K
$330K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.85K- 34.41% |
$136K - $154K
|
3.52K
$324K
|
|
| Q2 2023 | |||||||
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12.8KNew |
$902K - $1.01M
|
12.8K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.73KNew |
$193K - $217K
|
2.73K
$251K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7New |
$495 - $556
|
7
$645
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.66KNew |
$258K - $291K
|
3.66K
$337K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
18.2KNew |
$1.28M - $1.44M
|
18.2K
$1.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
427New |
$30.2K - $33.9K
|
427
$39.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-61- 1.16% |
$4.3K - $4.84K
|
5.18K
$477K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-45- 1.07% |
$3.17K - $3.57K
|
4.16K
$383K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.05% |
$3.03K - $3.41K
|
4.14K
$382K
|
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-6.71K- 8.29% |
$473K - $532K
|
74.2K
$6.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-57- 1.55% |
$4.02K - $4.52K
|
3.63K
$334K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-2.63K- 19.8% |
$185K - $209K
|
10.6K
$981K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-200- 5.88% |
$13.9K - $15.6K
|
3.2K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23New |
$1.6K - $1.79K
|
23
$2.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-163- 81.09% |
$11.4K - $12.7K
|
38
$3.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-400- 11.38% |
$27.9K - $31.2K
|
3.11K
$287K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-15- 3.04% |
$1.05K - $1.17K
|
479
$44.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.07KNew |
$74.3K - $83.1K
|
1.07K
$98.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
321KNew |
$22.4M - $25M
|
321K
$29.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.33K+ 58.17% |
$232K - $260K
|
9.06K
$834K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.58KNew |
$389K - $435K
|
5.58K
$514K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.14% |
$69.7 - $78
|
702
$64.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.86KNew |
$584K - $721K
|
8.86K
$816K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.1K- 9.97% |
$72.8K - $89.9K
|
9.97K
$918K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
850New |
$56.1K - $69.2K
|
850
$78.3K
|
|
| Q2 2022 | |||||||
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.04KNew |
$138K - $178K
|
2.04K
$188K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
20.2KNew |
$1.37M - $1.76M
|
20.2K
$1.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.94K- 18.05% |
$131K - $168K
|
8.79K
$810K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-70Closed |
$4.75K - $6.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.1KClosed |
$822K - $1.05M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-43Closed |
$2.92K - $3.74K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-302- 6.34% |
$20.5K - $26.3K
|
4.46K
$411K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4New |
$272 - $348
|
4
$368
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.58KClosed |
$243K - $311K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
389+ 3.14% |
$26.4K - $33.9K
|
12.8K
$1.18M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
701New |
$47.6K - $61K
|
701
$64.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500Closed |
$34K - $43.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-47.2KClosed |
$3.56M - $4.27M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-3.6KClosed |
$272K - $326K
|
0
$0
|
|