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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.6KClosed |
$272K - $326K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
327New |
$24.7K - $29.6K
|
327
$30.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-370Closed |
$27.9K - $33.5K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-220Closed |
$16.6K - $19.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.43KClosed |
$706K - $841K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-3KClosed |
$251K - $299K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3Closed |
$251 - $299
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-300Closed |
$25.1K - $29.9K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.72KClosed |
$228K - $271K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-689- 69.67% |
$54.9K - $62.7K
|
300
$27.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-416Closed |
$33.1K - $37.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9KClosed |
$712K - $815K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.6KClosed |
$285K - $326K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
298New |
$23.6K - $27K
|
298
$27.5K
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$15.8K - $18.1K
|
200
$18.4K
|
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-35.8KClosed |
$2.83M - $3.24M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-32Closed |
$2.37K - $3.05K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-298Closed |
$22.1K - $28.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10New |
$741 - $952
|
10
$921
|
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-30KClosed |
$2.22M - $2.85M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.11KClosed |
$527K - $677K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-20.2KClosed |
$1.2M - $1.58M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.8KNew |
$937K - $1.24M
|
15.8K
$1.46M
|
|
|
Feb 02, 2021
Q4 2020
|
Simplex Trading, LLC
|
SELL
|
- |
-786Closed |
$46.5K - $61.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
430New |
$22.9K - $26.1K
|
430
$39.6K
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-2.44KClosed |
$129K - $148K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$79.7K - $91.1K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jul 31, 2020
Q1 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-6.23KClosed |
$199K - $370K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.33KClosed |
$42.4K - $78.8K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17.9KClosed |
$573K - $1.06M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-50Closed |
$1.6K - $2.97K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Qp Wealth Management, LLC
|
SELL
|
- |
-9.65KClosed |
$309K - $574K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.88KClosed |
$60K - $111K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-990Closed |
$31.7K - $58.8K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.65KClosed |
$181K - $336K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Spc Financial, Inc.
|
SELL
|
- |
-168KClosed |
$5.39M - $10M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
400New |
$19.3K - $23.1K
|
400
$36.8K
|
|
|
Jan 21, 2020
Q4 2019
|
G&S Capital LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
205+ 48.24% |
$10.2K - $11.3K
|
630
$58K
|
|
|
Oct 22, 2019
Q3 2019
|
Investors Research Corp
|
SELL
|
- |
-2.95K- 98.53% |
$147K - $163K
|
44
$4.05K
|
|
|
Oct 10, 2019
Q3 2019
|
Baldwin Brothers LLC
|
SELL
|
- |
-511Closed |
$25.5K - $28.3K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 30, 2019
Q2 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-50Closed |
$2.47K - $2.7K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-550Closed |
$27.2K - $29.7K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Parisi Gray Wealth Management
|
SELL
|
- |
-61Closed |
$3.02K - $3.29K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-575Closed |
$28.4K - $31K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.47KClosed |
$62.7K - $76.1K
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.5KClosed |
$319K - $388K
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-10.4KClosed |
$441K - $535K
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-130Closed |
$5.53K - $6.72K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.4KClosed |
$571K - $694K
|
0
$0
|
|