Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (RWJ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (RWJ) 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 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
11.2KNew |
$495K - $554K
|
11.2K
$475K
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.22K+ 44.22% |
$98.1K - $110K
|
7.24K
$307K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.52K- 2.41% |
$332K - $372K
|
304K
$12.9M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.18K+ 2.4% |
$185K - $207K
|
178K
$7.56M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.94K+ 8.93% |
$307K - $343K
|
84.6K
$3.59M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.29K- 3.93% |
$56.9K - $63.7K
|
31.5K
$1.33M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
6New |
$265 - $297
|
6
$255
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-396- 66.0% |
$17.5K - $19.6K
|
204
$8.65K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.44K+ 5.21% |
$63.5K - $71.1K
|
29K
$1.23M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.5K+ 97.52% |
$820K - $917K
|
37.6K
$1.59M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.89K- 14.0% |
$128K - $143K
|
17.8K
$754K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.57K- 9.44% |
$291K - $325K
|
63.1K
$2.68M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.5KNew |
$553K - $619K
|
12.5K
$531K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.6K- 13.84% |
$997K - $1.12M
|
141K
$5.96M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.65K+ 1.49% |
$382K - $428K
|
587K
$24.9M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 5.61% |
$190K - $213K
|
80.9K
$3.43M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.19K+ 33.86% |
$406K - $454K
|
36.3K
$1.54M
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-490- 1.8% |
$21.7K - $24.2K
|
26.7K
$1.13M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.86KNew |
$82.4K - $92.2K
|
1.86K
$79.1K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.78KNew |
$78.7K - $88K
|
1.78K
$75.5K
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
8.2K+ 29.0% |
$362K - $405K
|
36.5K
$1.55M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10- 0.2% |
$442 - $495
|
4.89K
$208K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-49.5K- 13.09% |
$2.19M - $2.45M
|
329K
$13.9M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
193K+ 6.62% |
$8.52M - $9.53M
|
3.1M
$132M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-574- 6.51% |
$25.4K - $28.4K
|
8.24K
$350K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.3K+ 5.49% |
$57.6K - $64.5K
|
25K
$1.06M
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
106KNew |
$4.69M - $5.25M
|
106K
$4.5M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.7K+ 8.8% |
$2.51M - $2.81M
|
702K
$29.8M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
43+ 0.65% |
$1.9K - $2.13K
|
6.7K
$284K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.9K- 29.88% |
$833K - $932K
|
44.2K
$1.88M
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
13KNew |
$573K - $641K
|
13K
$550K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.55K- 13.81% |
$68.6K - $76.7K
|
9.68K
$411K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.3K+ 10.61% |
$455K - $509K
|
107K
$4.55M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.8KNew |
$919K - $1.03M
|
20.8K
$882K
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-6.27K- 6.79% |
$277K - $310K
|
86K
$3.65M
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
57.6KNew |
$2.55M - $2.85M
|
57.6K
$2.44M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69.8K- 11.51% |
$3.09M - $3.45M
|
537K
$22.8M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$621K - $695K
|
14K
$596K
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
7.26K+ 92.24% |
$321K - $359K
|
15.1K
$642K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.23K- 5.26% |
$54.5K - $61K
|
22.2K
$941K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.19K+ 23.23% |
$229K - $257K
|
27.5K
$1.17M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
204+ 1.2% |
$9.02K - $10.1K
|
17.2K
$728K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.06K+ 12.46% |
$312K - $349K
|
63.7K
$2.7M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11.3KNew |
$498K - $558K
|
11.3K
$478K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-775- 1.4% |
$34.3K - $38.3K
|
54.4K
$2.31M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
196New |
$8.66K - $9.69K
|
196
$8.31K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.7K- 13.46% |
$471K - $527K
|
68.6K
$2.91M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.43K+ 44.0% |
$372K - $417K
|
27.6K
$1.17M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.49MNew |
$65.8M - $73.6M
|
1.49M
$63.2M
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
245+ 10.17% |
$10.8K - $12.1K
|
2.66K
$113K
|