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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.34KNew |
$206K - $229K
|
5.34K
$227K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-25.1K- 63.91% |
$968K - $1.07M
|
14.2K
$601K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14K- 82.92% |
$540K - $599K
|
2.88K
$122K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 4.59% |
$99.7K - $111K
|
58.9K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
90New |
$3.47K - $3.85K
|
90
$3.82K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.72K+ 0.87% |
$66.3K - $73.6K
|
201K
$8.51M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.08K- 19.1% |
$80.2K - $89K
|
8.81K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.29KNew |
$49.8K - $55.3K
|
1.29K
$54.8K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
55+ 0.31% |
$2.12K - $2.35K
|
18.1K
$767K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.88K- 55.41% |
$227K - $252K
|
4.73K
$201K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.78K- 28.11% |
$377K - $419K
|
25K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.51K- 80.69% |
$135K - $150K
|
840
$35.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.2KNew |
$432K - $479K
|
11.2K
$475K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-33- 62.26% |
$1.27K - $1.41K
|
20
$848
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.87KNew |
$188K - $209K
|
4.87K
$207K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-48.2K- 52.21% |
$1.86M - $2.06M
|
44.1K
$1.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-637- 11.48% |
$24.6K - $27.3K
|
4.91K
$208K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.68K- 15.17% |
$103K - $115K
|
15K
$635K
|
|
| Q4 2023 | |||||||
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-243- 3.96% |
$8.17K - $10.2K
|
5.89K
$250K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 1.09% |
$33.6 - $42.1
|
93
$3.95K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12KNew |
$405K - $507K
|
12K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
28+ 0.4% |
$941 - $1.18K
|
6.99K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-11.1K- 59.04% |
$373K - $467K
|
7.7K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.32K+ 7727.91% |
$112K - $140K
|
3.37K
$143K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.49KNew |
$252K - $315K
|
7.49K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2.68KNew |
$90.1K - $113K
|
2.68K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$33.6 - $42.1
|
1
$42.4
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
771+ 0.36% |
$25.9K - $32.5K
|
214K
$9.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
390New |
$13.1K - $16.4K
|
390
$16.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-55.5K- 91.4% |
$1.86M - $2.34M
|
5.22K
$221K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-201- 67.0% |
$6.76K - $8.46K
|
99
$4.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
810New |
$27.2K - $34.1K
|
810
$34.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.56K+ 33.51% |
$120K - $150K
|
14.2K
$601K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-200- 2.31% |
$6.72K - $8.42K
|
8.46K
$359K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
124New |
$4.17K - $5.22K
|
124
$5.26K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.95KNew |
$65.5K - $82K
|
1.95K
$82.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-306- 23.45% |
$10.3K - $12.9K
|
999
$42.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
111+ 1850.0% |
$3.73K - $4.67K
|
117
$4.96K
|
|
| Q3 2023 | |||||||
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.41K+ 200.0% |
$193K - $637K
|
8.12K
$344K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
100+ 200.0% |
$3.57K - $11.8K
|
150
$6.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.4KNew |
$515K - $1.7M
|
14.4K
$613K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
60+ 200.0% |
$2.14K - $7.07K
|
90
$3.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
300New |
$10.7K - $35.3K
|
300
$12.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.5KNew |
$53.5K - $177K
|
1.5K
$63.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
386New |
$13.8K - $45.5K
|
386
$16.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.65K+ 200.0% |
$201K - $666K
|
8.48K
$360K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.85KNew |
$280K - $925K
|
7.85K
$333K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
31.4K+ 197.06% |
$1.12M - $3.7M
|
47.3K
$2.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
3.9K+ 200.0% |
$139K - $459K
|
5.85K
$248K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
836+ 200.0% |
$29.8K - $98.5K
|
1.25K
$53.2K
|
|