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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
52+ 200.0% |
$1.85K - $6.12K
|
78
$3.31K
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
234+ 200.0% |
$8.34K - $27.6K
|
351
$14.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2K+ 200.0% |
$71.3K - $236K
|
3K
$127K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
230+ 200.0% |
$8.2K - $27.1K
|
345
$14.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.01K+ 205.28% |
$179K - $590K
|
7.46K
$316K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
9.71K+ 174.7% |
$346K - $1.14M
|
15.3K
$648K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
BUY
|
- |
127KNew |
$4.54M - $15M
|
127K
$5.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.7KNew |
$239K - $789K
|
6.7K
$284K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
1.43K+ 200.0% |
$51.1K - $169K
|
2.15K
$91.1K
|
|
| Q2 2023 | |||||||
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-210- 4.18% |
$21.9K - $24.1K
|
4.82K
$204K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
181+ 45.59% |
$18.9K - $20.7K
|
578
$24.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
131New |
$13.7K - $15K
|
131
$5.56K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-284- 5.25% |
$29.6K - $32.5K
|
5.13K
$217K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.68% |
$3.33K - $3.66K
|
4.74K
$201K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.3KNew |
$1.28M - $1.41M
|
12.3K
$523K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.76K- 18.07% |
$288K - $316K
|
12.5K
$531K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-4.94K- 6.37% |
$515K - $566K
|
72.6K
$3.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
279New |
$29.1K - $32K
|
279
$11.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
250+ 24.27% |
$26.1K - $28.6K
|
1.28K
$54.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
68.2K+ 212.09% |
$7.1M - $7.81M
|
100K
$4.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
90New |
$9.38K - $10.3K
|
90
$3.82K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
271New |
$28.2K - $31K
|
271
$11.5K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
271New |
$28.2K - $31K
|
271
$11.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.96K- 43.23% |
$204K - $224K
|
2.57K
$109K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
97New |
$10.1K - $11.1K
|
97
$4.11K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.87KNew |
$198K - $237K
|
1.87K
$79.3K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.44K- 42.96% |
$152K - $183K
|
1.91K
$81.1K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.7KNew |
$2.4M - $2.88M
|
22.7K
$962K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.49KNew |
$1M - $1.21M
|
9.49K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
169New |
$17.9K - $21.5K
|
169
$7.17K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.03K- 69.01% |
$426K - $511K
|
1.81K
$76.7K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
965New |
$102K - $123K
|
965
$40.9K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.02K+ 37.54% |
$107K - $129K
|
3.72K
$158K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.1KNew |
$116K - $139K
|
1.1K
$46.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 1.0% |
$106 - $127
|
101
$4.28K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
730+ 29.95% |
$77.2K - $92.7K
|
3.17K
$134K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
20New |
$2.11K - $2.54K
|
20
$848
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
2.2KNew |
$232K - $279K
|
2.2K
$93.2K
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
17.4KNew |
$575K - $2.02M
|
17.4K
$737K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
724+ 409.04% |
$23.9K - $84.3K
|
901
$38.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.58KNew |
$85.2K - $300K
|
2.58K
$109K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$427K - $1.5M
|
12.9K
$548K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-413- 8.73% |
$13.7K - $48.1K
|
4.32K
$183K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
49New |
$1.62K - $5.71K
|
49
$2.08K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
525+ 21.74% |
$16.8K - $64.1K
|
2.94K
$125K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
22.6K+ 92.14% |
$724K - $2.76M
|
47.2K
$2M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.26% |
$96 - $366
|
1.17K
$49.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-20.6K- 84.16% |
$657K - $2.51M
|
3.87K
$164K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
45New |
$1.44K - $5.49K
|
45
$1.91K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
21New |
$672 - $2.56K
|
21
$891
|
|