Latest Institutional Purchases of Invesco ETF Tr Ii Dwa Smallcap (DWAS)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Dwa Smallcap (DWAS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12.8KNew |
$902K - $1.01M
|
12.8K
$1.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.66KNew |
$258K - $291K
|
3.66K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.73KNew |
$193K - $217K
|
2.73K
$236K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
427New |
$30.2K - $33.9K
|
427
$36.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7New |
$495 - $556
|
7
$605
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.05% |
$3.03K - $3.41K
|
4.14K
$358K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
321KNew |
$22.4M - $25M
|
321K
$27.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.58KNew |
$389K - $435K
|
5.58K
$482K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.33K+ 58.17% |
$232K - $260K
|
9.06K
$783K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.07KNew |
$74.3K - $83.1K
|
1.07K
$92.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
643+ 22.02% |
$44.8K - $50.2K
|
3.56K
$308K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
600New |
$41.8K - $46.8K
|
600
$51.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23New |
$1.6K - $1.79K
|
23
$1.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7New |
$488 - $546
|
7
$605
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 1.01% |
$279 - $312
|
400
$34.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.14% |
$69.7 - $78
|
702
$60.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.86KNew |
$584K - $721K
|
8.86K
$765K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
850New |
$56.1K - $69.2K
|
850
$73.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
20.2KNew |
$1.37M - $1.76M
|
20.2K
$1.74M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.04KNew |
$138K - $178K
|
2.04K
$176K
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.14K+ 95.06% |
$77.1K - $98.8K
|
2.33K
$201K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
701New |
$47.6K - $61K
|
701
$60.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
389+ 3.14% |
$26.4K - $33.9K
|
12.8K
$1.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4New |
$272 - $348
|
4
$346
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
327New |
$24.7K - $29.6K
|
327
$28.3K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
298New |
$23.6K - $27K
|
298
$25.8K
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$15.8K - $18.1K
|
200
$17.3K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10New |
$741 - $952
|
10
$864
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.8KNew |
$937K - $1.24M
|
15.8K
$1.37M
|
|
| Q3 2020 | |||||||
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
430New |
$22.9K - $26.1K
|
430
$37.2K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
400New |
$19.3K - $23.1K
|
400
$34.6K
|
|
| Q3 2019 | |||||||
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
205+ 48.24% |
$10.2K - $11.3K
|
630
$54.5K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
149KNew |
$7.99M - $8.88M
|
149K
$12.9M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7.53KNew |
$402K - $447K
|
7.53K
$651K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$48.1 - $57.1
|
1
$86.4
|
|