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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
28+ 0.4% |
$941 - $1.18K
|
6.99K
$315K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 1.09% |
$33.6 - $42.1
|
93
$4.19K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$33.6 - $42.1
|
1
$45.1
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
BUY
|
- |
127KNew |
$4.54M - $15M
|
127K
$5.74M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
31.4K+ 197.06% |
$1.12M - $3.7M
|
47.3K
$2.13M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.4KNew |
$515K - $1.7M
|
14.4K
$651K
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
9.71K+ 174.7% |
$346K - $1.14M
|
15.3K
$688K
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.85KNew |
$280K - $925K
|
7.85K
$354K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.7KNew |
$239K - $789K
|
6.7K
$302K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.65K+ 200.0% |
$201K - $666K
|
8.48K
$382K
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.41K+ 200.0% |
$193K - $637K
|
8.12K
$366K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.01K+ 205.28% |
$179K - $590K
|
7.46K
$336K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
3.9K+ 200.0% |
$139K - $459K
|
5.85K
$264K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2K+ 200.0% |
$71.3K - $236K
|
3K
$135K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.5KNew |
$53.5K - $177K
|
1.5K
$67.6K
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
1.43K+ 200.0% |
$51.1K - $169K
|
2.15K
$96.8K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
836+ 200.0% |
$29.8K - $98.5K
|
1.25K
$56.5K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
386New |
$13.8K - $45.5K
|
386
$17.4K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
300New |
$10.7K - $35.3K
|
300
$13.5K
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
234+ 200.0% |
$8.34K - $27.6K
|
351
$15.8K
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
230+ 200.0% |
$8.2K - $27.1K
|
345
$15.5K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
100+ 200.0% |
$3.57K - $11.8K
|
150
$6.76K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
60+ 200.0% |
$2.14K - $7.07K
|
90
$4.05K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
52+ 200.0% |
$1.85K - $6.12K
|
78
$3.51K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
68.2K+ 212.09% |
$7.1M - $7.81M
|
100K
$4.52M
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.3KNew |
$1.28M - $1.41M
|
12.3K
$555K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
279New |
$29.1K - $32K
|
279
$12.6K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
271New |
$28.2K - $31K
|
271
$12.2K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
271New |
$28.2K - $31K
|
271
$12.2K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
250+ 24.27% |
$26.1K - $28.6K
|
1.28K
$57.7K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
181+ 45.59% |
$18.9K - $20.7K
|
578
$26K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
131New |
$13.7K - $15K
|
131
$5.9K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
97New |
$10.1K - $11.1K
|
97
$4.37K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
90New |
$9.38K - $10.3K
|
90
$4.05K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.68% |
$3.33K - $3.66K
|
4.74K
$213K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.7KNew |
$2.4M - $2.88M
|
22.7K
$1.02M
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.49KNew |
$1M - $1.21M
|
9.49K
$428K
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
2.2KNew |
$232K - $279K
|
2.2K
$99K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.87KNew |
$198K - $237K
|
1.87K
$84.2K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.1KNew |
$116K - $139K
|
1.1K
$49.5K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.02K+ 37.54% |
$107K - $129K
|
3.72K
$168K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
965New |
$102K - $123K
|
965
$43.5K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
730+ 29.95% |
$77.2K - $92.7K
|
3.17K
$143K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
169New |
$17.9K - $21.5K
|
169
$7.61K
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
20New |
$2.11K - $2.54K
|
20
$901
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 1.0% |
$106 - $127
|
101
$4.55K
|
|
Q4 2022 | |||||||
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
17.4KNew |
$575K - $2.02M
|
17.4K
$783K
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$427K - $1.5M
|
12.9K
$582K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.58KNew |
$85.2K - $300K
|
2.58K
$116K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
724+ 409.04% |
$23.9K - $84.3K
|
901
$40.6K
|