Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (EQWL)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (EQWL) 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.4K+ 34.28% |
$1.06M - $1.17M
|
44.7K
$4.75M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.61K+ 5.94% |
$429K - $472K
|
82.2K
$8.74M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
153K+ 60.53% |
$14.3M - $15.7M
|
407K
$43.3M
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.4K- 50.66% |
$1.06M - $1.17M
|
11.1K
$1.18M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.84K+ 55.35% |
$171K - $188K
|
5.17K
$550K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-300- 3.54% |
$27.9K - $30.7K
|
8.18K
$870K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.7K+ 276.2% |
$1.27M - $1.4M
|
18.6K
$1.98M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.1K- 87.19% |
$475K - $522K
|
750
$79.8K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.6K- 23.92% |
$1.18M - $1.29M
|
40.2K
$4.27M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.05% |
$186 - $205
|
3.65K
$388K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-118- 60.82% |
$11K - $12.1K
|
76
$8.09K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 20.24% |
$10.6M - $11.7M
|
680K
$72.3M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.8K- 8.72% |
$1.38M - $1.52M
|
155K
$16.5M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.15K+ 7.72% |
$386K - $425K
|
57.9K
$6.16M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.9K+ 15.82% |
$177K - $195K
|
13.9K
$1.48M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.7KNew |
$1.27M - $1.4M
|
13.7K
$1.45M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.6K- 2.7% |
$148K - $163K
|
57.6K
$6.13M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-111- 1.88% |
$10.3K - $11.4K
|
5.8K
$617K
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
63.7K+ 52.49% |
$5.92M - $6.51M
|
185K
$19.7M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-465- 97.28% |
$43.3K - $47.6K
|
13
$1.38K
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-671- 5.62% |
$62.4K - $68.7K
|
11.3K
$1.2M
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2KNew |
$186K - $204K
|
2K
$212K
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.97K+ 14.59% |
$649K - $714K
|
54.8K
$5.83M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-305- 1.67% |
$28.4K - $31.2K
|
17.9K
$1.91M
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.25% |
$93.1 - $102
|
405
$43.1K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.52KNew |
$234K - $257K
|
2.52K
$268K
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
28+ 0.48% |
$2.61K - $2.86K
|
5.86K
$623K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-11- 0.11% |
$1.02K - $1.13K
|
10.1K
$1.07M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
487New |
$45.3K - $49.8K
|
487
$51.8K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.5K- 2.35% |
$232K - $255K
|
104K
$11.1M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.04% |
$93.1 - $102
|
2.4K
$256K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.19KNew |
$390K - $429K
|
4.19K
$446K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.06K+ 7.66% |
$564K - $620K
|
85.1K
$9.06M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
869+ 5.54% |
$80.9K - $88.9K
|
16.6K
$1.76M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.3K+ 19.68% |
$1.05M - $1.16M
|
68.9K
$7.34M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
535New |
$49.8K - $54.7K
|
535
$56.9K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
625New |
$58.2K - $63.9K
|
625
$66.5K
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.53K+ 1.26% |
$143K - $157K
|
123K
$13.1M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
22.3KNew |
$2.01M - $2.12M
|
22.3K
$2.37M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.14KNew |
$193K - $203K
|
2.14K
$227K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
42.7KNew |
$3.85M - $4.06M
|
42.7K
$4.54M
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
842+ 6.11% |
$75.9K - $80K
|
14.6K
$1.56M
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.5KNew |
$1.13M - $1.19M
|
12.5K
$1.33M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 7.23% |
$128K - $135K
|
21.1K
$2.25M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$90.2 - $95
|
1
$106
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.26KNew |
$745K - $785K
|
8.26K
$879K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-643- 59.76% |
$58K - $61.1K
|
433
$46.1K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 44.15% |
$18K - $19K
|
253
$26.9K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-35.1K- 95.56% |
$3.16M - $3.33M
|
1.63K
$173K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
105+ 2.23% |
$9.47K - $9.98K
|
4.81K
$511K
|