Latest Institutional Purchases of Invesco ETF (EQAL)
This list provides information on the latest institutional transactions involving Invesco ETF (EQAL) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30New |
$1.24K - $1.48K
|
30
$1.54K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.84KNew |
$409K - $446K
|
8.84K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.18KNew |
$240K - $262K
|
5.18K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.41KNew |
$204K - $223K
|
4.41K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.64K+ 20.65% |
$75.9K - $82.8K
|
9.58K
$492K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.61KNew |
$74.7K - $81.5K
|
1.61K
$82.9K
|
|
|
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
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
597New |
$27.6K - $30.2K
|
597
$30.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
92New |
$4.26K - $4.65K
|
92
$4.72K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
25+ 10.0% |
$1.16K - $1.26K
|
275
$14.1K
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
20.6KNew |
$987K - $1.07M
|
20.6K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
14.7KNew |
$706K - $764K
|
14.7K
$755K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.17KNew |
$296K - $321K
|
6.17K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.04KNew |
$242K - $262K
|
5.04K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
4.39KNew |
$211K - $228K
|
4.39K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.4K+ 33.33% |
$67.4K - $72.9K
|
5.61K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
283New |
$13.6K - $14.7K
|
283
$14.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.15KNew |
$184K - $202K
|
4.15K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.87KNew |
$127K - $139K
|
2.87K
$147K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
752New |
$32.6K - $34.7K
|
752
$38.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
523New |
$22.7K - $24.2K
|
523
$26.9K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
421New |
$18.2K - $19.4K
|
421
$21.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
300New |
$13K - $13.9K
|
300
$15.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
300New |
$13K - $13.9K
|
300
$15.4K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
250New |
$10.8K - $11.5K
|
250
$12.8K
|
|
|
Aug 07, 2024
Q2 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
25+ 7.23% |
$1.08K - $1.15K
|
371
$19.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.67% |
$43.3 - $46.2
|
61
$3.13K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.58KNew |
$365K - $396K
|
8.58K
$441K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
7.69KNew |
$327K - $355K
|
7.69K
$395K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
242New |
$10.3K - $11.2K
|
242
$12.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
145New |
$6.17K - $6.7K
|
145
$7.45K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
76New |
$3.23K - $3.51K
|
76
$3.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
30.2KNew |
$1.13M - $1.34M
|
30.2K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
5.2KNew |
$195K - $231K
|
5.2K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.13KNew |
$192K - $228K
|
5.13K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
5.09KNew |
$191K - $226K
|
5.09K
$262K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.4KNew |
$52.4K - $62.1K
|
1.4K
$71.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
249New |
$9.32K - $11.1K
|
249
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
168New |
$6.29K - $7.46K
|
168
$8.63K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
13New |
$487 - $577
|
13
$668
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$374 - $444
|
10
$514
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
328KNew |
$13M - $14.3M
|
328K
$16.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9KNew |
$551K - $609K
|
13.9K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.87KNew |
$74.1K - $81.8K
|
1.87K
$96.2K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.18KNew |
$203K - $217K
|
5.18K
$266K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$39.2K - $41.9K
|
1K
$51.4K
|
|