Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (RDIV)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (RDIV) 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 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.96KNew |
$221K - $249K
|
4.96K
$221K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.02KNew |
$45.5K - $51.2K
|
1.02K
$45.4K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.62K- 6.82% |
$117K - $131K
|
35.7K
$1.59M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.65KNew |
$118K - $133K
|
2.65K
$118K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-352- 6.82% |
$15.7K - $17.7K
|
4.81K
$214K
|
|
Q2 2024 | |||||||
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-250- 10.87% |
$10.7K - $11.6K
|
2.05K
$91.3K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.48K- 98.73% |
$63.3K - $68.5K
|
19
$846
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.8K- 44.71% |
$333K - $361K
|
9.65K
$430K
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
200New |
$8.54K - $9.24K
|
200
$8.9K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.07KNew |
$131K - $142K
|
3.07K
$136K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200New |
$8.54K - $9.24K
|
200
$8.9K
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1+ 3.23% |
$42.7 - $46.2
|
32
$1.42K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-207- 67.43% |
$8.83K - $9.56K
|
100
$4.45K
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
59+ 1.01% |
$2.52K - $2.73K
|
5.93K
$264K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.71% |
$42.7 - $46.2
|
141
$6.28K
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-620- 2.24% |
$26.5K - $28.6K
|
27K
$1.2M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10KNew |
$428K - $463K
|
10K
$446K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
725New |
$30.9K - $33.5K
|
725
$32.3K
|
|
Q1 2024 | |||||||
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100+ 8.4% |
$4.17K - $4.58K
|
1.29K
$57.4K
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1K- 15.77% |
$41.7K - $45.8K
|
5.34K
$238K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5+ 0.07% |
$208 - $229
|
6.94K
$309K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.3K+ 152.27% |
$681K - $748K
|
27.1K
$1.2M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
700+ 5.45% |
$29.2K - $32.1K
|
13.5K
$603K
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-375- 12.76% |
$15.6K - $17.2K
|
2.56K
$114K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.15K- 41.27% |
$215K - $236K
|
7.33K
$326K
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
410New |
$17.1K - $18.8K
|
410
$18.3K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
100+ 21.14% |
$4.17K - $4.58K
|
573
$25.5K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-400- 7.72% |
$16.7K - $18.3K
|
4.78K
$213K
|
|
Q4 2023 | |||||||
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-927- 15.3% |
$32.2K - $41.3K
|
5.13K
$228K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-65- 0.67% |
$2.26K - $2.89K
|
9.67K
$430K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-426- 75.13% |
$14.8K - $19K
|
141
$6.28K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.58KNew |
$263K - $337K
|
7.58K
$337K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
50New |
$1.74K - $2.23K
|
50
$2.23K
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14.3KNew |
$496K - $636K
|
14.3K
$636K
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
5.1KNew |
$177K - $227K
|
5.1K
$227K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
200New |
$6.95K - $8.91K
|
200
$8.9K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
146New |
$5.07K - $6.5K
|
146
$6.5K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $41.9
|
8.13K
$362K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2New |
$73.5 - $83.8
|
2
$89
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-429- 4.63% |
$15.8K - $18K
|
8.83K
$393K
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
265KNew |
$9.75M - $11.1M
|
265K
$11.8M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
546+ 6.59% |
$20.1K - $22.9K
|
8.83K
$393K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10New |
$367 - $419
|
10
$445
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.58K- 94.38% |
$205K - $234K
|
332
$14.8K
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.78KNew |
$212K - $242K
|
5.78K
$257K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
6New |
$220 - $251
|
6
$267
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
142+ 405.71% |
$5.22K - $5.95K
|
177
$7.88K
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
39+ 0.54% |
$1.43K - $1.63K
|
7.28K
$324K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.98K- 65.19% |
$72.6K - $82.8K
|
1.06K
$47K
|