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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
28+ 0.44% |
$1.38K - $1.47K
|
6.4K
$329K
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
5.5KNew |
$271K - $288K
|
5.5K
$282K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-111- 0.49% |
$5.47K - $5.82K
|
22.8K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.12K+ 11.38% |
$400K - $425K
|
79.5K
$4.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-600- 5.41% |
$29.6K - $31.4K
|
10.5K
$539K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 5.96% |
$65.8K - $69.9K
|
21.1K
$1.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.42K+ 3.12% |
$70K - $74.4K
|
47K
$2.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-138- 0.3% |
$6.8K - $7.23K
|
45.9K
$2.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.6KNew |
$817K - $868K
|
16.6K
$851K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.3K+ 463.19% |
$1.3M - $1.54M
|
38.1K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.12KNew |
$170K - $203K
|
4.12K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.66KNew |
$358K - $427K
|
8.66K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.33KNew |
$220K - $262K
|
5.33K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30New |
$1.24K - $1.48K
|
30
$1.54K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
355+ 1.51% |
$14.7K - $17.5K
|
23.9K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.7KNew |
$814K - $969K
|
19.7K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-97- 47.32% |
$4.01K - $4.78K
|
108
$5.55K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
300New |
$12.4K - $14.8K
|
300
$15.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
376+ 1.52% |
$15.6K - $18.5K
|
25.2K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.18K+ 17.98% |
$49K - $58.3K
|
7.77K
$399K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24.8KNew |
$1.02M - $1.22M
|
24.8K
$1.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
32.5K+ 235.63% |
$1.35M - $1.6M
|
46.3K
$2.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.16K+ 26.14% |
$213K - $254K
|
24.9K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
8.57K+ 23.68% |
$355K - $422K
|
44.8K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
4.12KNew |
$170K - $203K
|
4.12K
$212K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
500New |
$20.7K - $24.6K
|
500
$25.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.34KNew |
$262K - $312K
|
6.34K
$325K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.5KNew |
$1.35M - $1.6M
|
32.5K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
24.1KNew |
$998K - $1.19M
|
24.1K
$1.24M
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.39K- 54.96% |
$249K - $272K
|
4.41K
$227K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
597New |
$27.6K - $30.2K
|
597
$30.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.41KNew |
$204K - $223K
|
4.41K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.77K- 70.88% |
$82K - $89.5K
|
728
$37.4K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.18KNew |
$240K - $262K
|
5.18K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.84KNew |
$409K - $446K
|
8.84K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.61KNew |
$74.7K - $81.5K
|
1.61K
$82.9K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.95K- 36.79% |
$136K - $149K
|
5.07K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-604- 3.38% |
$28K - $30.5K
|
17.3K
$887K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-130- 10.69% |
$6.02K - $6.57K
|
1.09K
$55.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
25+ 10.0% |
$1.16K - $1.26K
|
275
$14.1K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-33.9K- 26.0% |
$1.57M - $1.71M
|
96.5K
$4.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.64K+ 20.65% |
$75.9K - $82.8K
|
9.58K
$492K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 11.76% |
$46.3K - $50.5K
|
9.5K
$488K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
840New |
$38.9K - $42.4K
|
840
$43.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
92New |
$4.26K - $4.65K
|
92
$4.72K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-81K- 94.49% |
$3.75M - $4.09M
|
4.72K
$242K
|
|
| Q4 2024 | |||||||
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-1.38K- 31.69% |
$66K - $71.4K
|
2.96K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.4K+ 33.33% |
$67.4K - $72.9K
|
5.61K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
14.7KNew |
$706K - $764K
|
14.7K
$755K
|
|