Latest Institutional Transactions on Invesco ETF (EQAL)
This table provides information on the latest institutional transactions involving Invesco ETF (EQAL) 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 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-729- 7.65% |
$35K - $37.9K
|
8.81K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-596- 1.4% |
$28.6K - $31K
|
42K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.17KNew |
$296K - $321K
|
6.17K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
3+ 0.01% |
$144 - $156
|
47.9K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.91K- 19.23% |
$91.6K - $99.1K
|
8.01K
$400K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.04KNew |
$242K - $262K
|
5.04K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-93.9K- 84.0% |
$4.51M - $4.88M
|
17.9K
$892K
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
20.6KNew |
$987K - $1.07M
|
20.6K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.9K- 8.92% |
$139K - $151K
|
29.6K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.02% |
$96 - $104
|
11.5K
$575K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-134- 1.98% |
$6.43K - $6.96K
|
6.62K
$330K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
24+ 0.38% |
$1.15K - $1.25K
|
6.32K
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-372- 2.62% |
$17.9K - $19.3K
|
13.8K
$689K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.96K- 13.06% |
$142K - $154K
|
19.7K
$984K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-406- 0.71% |
$19.5K - $21.1K
|
56.8K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.59K+ 10.44% |
$76.1K - $82.3K
|
16.8K
$837K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.91K- 2.18% |
$139K - $151K
|
130K
$6.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
802+ 2.17% |
$38.5K - $41.7K
|
37.7K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
125New |
$6K - $6.49K
|
125
$6.24K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
85.8KNew |
$4.12M - $4.46M
|
85.8K
$4.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4- 0.1% |
$192 - $208
|
4.19K
$209K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.8KNew |
$434K - $477K
|
9.8K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.66K+ 2.31% |
$118K - $130K
|
118K
$5.88M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32+ 0.61% |
$1.42K - $1.56K
|
5.27K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.41K- 58.85% |
$195K - $215K
|
3.08K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48.3K- 1.31% |
$2.14M - $2.35M
|
3.63M
$181M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.74K+ 0.96% |
$254K - $279K
|
604K
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.68K+ 1.22% |
$74.3K - $81.7K
|
139K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.86K+ 24.9% |
$171K - $188K
|
19.4K
$967K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.95K+ 3.78% |
$130K - $143K
|
80.9K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.7K- 68.59% |
$1.14M - $1.25M
|
11.8K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8- 13.33% |
$354 - $389
|
52
$2.59K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.94K- 43.39% |
$263K - $289K
|
7.76K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.61K- 55.72% |
$293K - $322K
|
5.26K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.58K+ 17.17% |
$159K - $174K
|
24.5K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
133+ 1.53% |
$5.89K - $6.47K
|
8.82K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
831+ 4.48% |
$36.8K - $40.4K
|
19.4K
$967K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10+ 0.12% |
$443 - $487
|
8.28K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.91K- 37.26% |
$129K - $141K
|
4.89K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-4.7K- 35.61% |
$208K - $228K
|
8.49K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-48K- 89.47% |
$2.13M - $2.34M
|
5.65K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-963- 3.23% |
$42.6K - $46.9K
|
28.9K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
337New |
$14.9K - $16.4K
|
337
$16.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12K- 5.28% |
$530K - $583K
|
215K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.48K- 3.3% |
$243K - $267K
|
161K
$8.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.5K+ 8.66% |
$66.3K - $72.9K
|
18.8K
$938K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.89K- 5.3% |
$83.7K - $92.1K
|
33.8K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.87KNew |
$127K - $139K
|
2.87K
$143K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35- 1.27% |
$1.55K - $1.7K
|
2.72K
$136K
|
|