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 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$39.2K - $41.9K
|
1K
$48.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.18KNew |
$203K - $217K
|
5.18K
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-6.62K- 19.58% |
$259K - $277K
|
27.2K
$1.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8+ 6.4% |
$314 - $335
|
133
$6.46K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2New |
$78.4 - $83.7
|
2
$97.2
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-390- 7.04% |
$15.3K - $16.3K
|
5.15K
$250K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1KNew |
$39.2K - $41.9K
|
1K
$48.6K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-416- 91.03% |
$16.2K - $18.6K
|
41
$1.99K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
636New |
$24.7K - $28.5K
|
636
$30.9K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.57K- 5.77% |
$255K - $294K
|
107K
$5.22M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-516- 33.62% |
$20K - $23.1K
|
1.02K
$49.5K
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-39.6K- 20.07% |
$1.54M - $1.78M
|
158K
$7.67M
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.59K- 16.64% |
$61.6K - $71.1K
|
7.94K
$386K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.65KClosed |
$209K - $241K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$148 - $171
|
4
$194
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
426New |
$15.8K - $18.2K
|
426
$20.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.7KNew |
$100K - $115K
|
2.7K
$131K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-40- 2.94% |
$1.48K - $1.71K
|
1.32K
$64.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
40New |
$1.48K - $1.71K
|
40
$1.94K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
698New |
$25.9K - $29.8K
|
698
$33.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.22KNew |
$45.1K - $51.9K
|
1.22K
$59.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
13.2KNew |
$488K - $561K
|
13.2K
$639K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
36+ 0.56% |
$1.33K - $1.54K
|
6.43K
$312K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-235K- 95.78% |
$8.7M - $10.5M
|
10.4K
$505K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
109New |
$4.03K - $4.88K
|
109
$5.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-468- 46.8% |
$17.3K - $21K
|
532
$25.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.52% |
$73.9 - $89.6
|
389
$18.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.22K- 72.49% |
$45.1K - $54.6K
|
463
$22.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.04K- 98.31% |
$38.6K - $46.8K
|
18
$875
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.31K- 33.59% |
$127K - $156K
|
6.54K
$318K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.59KClosed |
$215K - $264K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.95K- 1.32% |
$113K - $139K
|
221K
$10.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.36KClosed |
$244K - $300K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.9KClosed |
$303K - $372K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.3KClosed |
$1.05M - $1.29M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
180New |
$6.91K - $8.49K
|
180
$8.75K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-15.7KClosed |
$603K - $741K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
BUY
|
- |
56.2KNew |
$2.16M - $2.65M
|
56.2K
$2.73M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-5.83KClosed |
$224K - $275K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-48.7KClosed |
$1.87M - $2.29M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-201Closed |
$7.71K - $9.48K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.16KClosed |
$51.1K - $55.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-17.8KClosed |
$789K - $856K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6.04KClosed |
$267K - $290K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-21.5KClosed |
$951K - $1.03M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-350Closed |
$15.3K - $16.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14New |
$609 - $651
|
14
$680
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.65KClosed |
$246K - $263K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-1Closed |
$43.5 - $46.5
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
270New |
$11.7K - $12.5K
|
270
$13.1K
|
|