Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (RWJ)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (RWJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.75K+ 12.98% |
$312K - $332K
|
58.7K
$2.76M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
6.34K+ 5.34% |
$293K - $312K
|
125K
$5.88M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
4.74K+ 26.68% |
$219K - $233K
|
22.5K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.93KNew |
$181K - $193K
|
3.93K
$184K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.74KNew |
$173K - $184K
|
3.74K
$175K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1K+ 41.32% |
$46.2K - $49.2K
|
3.42K
$161K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
652+ 17.09% |
$30.1K - $32.1K
|
4.47K
$210K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
399+ 1.17% |
$18.4K - $19.6K
|
34.5K
$1.62M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
125+ 1.25% |
$5.78K - $6.15K
|
10.1K
$476K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
17+ 0.27% |
$786 - $837
|
6.43K
$302K
|
|
|
Jan 23, 2026
Q4 2025
|
Bowman & CO S.C.
|
BUY
|
- |
12+ 0.05% |
$555 - $591
|
23.2K
$1.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3+ 0.07% |
$139 - $148
|
4.17K
$196K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.24% |
$46.2 - $49.2
|
422
$19.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.01% |
$46.2 - $49.2
|
14K
$660K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
220K+ 8.13% |
$9.43M - $10.8M
|
2.93M
$137M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
135K+ 20.83% |
$5.78M - $6.62M
|
782K
$36.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
80.9KNew |
$3.47M - $3.97M
|
80.9K
$3.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
46.2KNew |
$1.98M - $2.27M
|
46.2K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
40K+ 10.64% |
$1.71M - $1.96M
|
416K
$19.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.2K+ 1.71% |
$1.51M - $1.73M
|
2.09M
$98.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
34.7KNew |
$1.49M - $1.7M
|
34.7K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26K+ 4.7% |
$1.12M - $1.28M
|
579K
$27.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.6KNew |
$753K - $862K
|
17.6K
$824K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.2K+ 18.98% |
$695K - $796K
|
102K
$4.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.7KNew |
$630K - $721K
|
14.7K
$690K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.6K+ 11.75% |
$624K - $715K
|
138K
$6.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13K+ 1.09% |
$556K - $636K
|
1.2M
$56.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
12.3K+ 3.93% |
$527K - $604K
|
325K
$15.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.1K+ 39.84% |
$477K - $546K
|
39K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7K+ 17.91% |
$461K - $528K
|
70.7K
$3.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.98KNew |
$342K - $392K
|
7.98K
$375K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
7.52K+ 0.93% |
$323K - $369K
|
817K
$38.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.31K+ 131.95% |
$313K - $359K
|
12.9K
$604K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.37KNew |
$273K - $313K
|
6.37K
$299K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.29KNew |
$270K - $309K
|
6.29K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.09K+ 5.0% |
$261K - $299K
|
128K
$6.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.9KNew |
$253K - $290K
|
5.9K
$277K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.06K+ 4.75% |
$217K - $248K
|
112K
$5.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 2721.38% |
$186K - $212K
|
4.49K
$211K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
4.02K+ 60.13% |
$172K - $197K
|
10.7K
$503K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.02K+ 11.22% |
$172K - $197K
|
39.8K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.8K+ 48.48% |
$163K - $187K
|
11.7K
$547K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.76K+ 9.44% |
$118K - $135K
|
32K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.28KNew |
$97.7K - $112K
|
2.28K
$107K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.27K+ 7.88% |
$97.2K - $111K
|
31K
$1.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.02K+ 6.72% |
$86.4K - $98.9K
|
32K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.01K+ 4.31% |
$86K - $98.5K
|
48.5K
$2.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.97K+ 20.88% |
$84.6K - $96.9K
|
11.4K
$537K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.96K+ 6.35% |
$84.1K - $96.3K
|
32.9K
$1.54M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.74K+ 5.25% |
$74.4K - $85.2K
|
34.8K
$1.63M
|
|