Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (RWL)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (RWL) 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 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.05KNew |
$185K - $201K
|
2.05K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.22K+ 19.24% |
$562K - $610K
|
38.5K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-75- 46.3% |
$6.78K - $7.36K
|
87
$8.55K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-512- 10.03% |
$46.3K - $50.2K
|
4.59K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.78K+ 2.83% |
$160K - $174K
|
64.5K
$6.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.6KNew |
$2.4M - $2.61M
|
26.6K
$2.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
4.74KNew |
$428K - $464K
|
4.74K
$465K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.5K- 53.76% |
$316K - $343K
|
3.01K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-141- 3.24% |
$12.7K - $13.8K
|
4.22K
$414K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
168New |
$15.2K - $16.5K
|
168
$16.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.52KNew |
$228K - $247K
|
2.52K
$248K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
297New |
$26.8K - $29.1K
|
297
$29.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32.5K- 6.16% |
$2.94M - $3.19M
|
496K
$48.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.13K+ 3.58% |
$192K - $209K
|
61.6K
$6.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-207- 0.28% |
$18.7K - $20.3K
|
74K
$7.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
62New |
$5.6K - $6.08K
|
62
$6.09K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-412- 5.88% |
$37.2K - $40.4K
|
6.6K
$649K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 19.57% |
$9.04K - $9.81K
|
411
$40.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
83New |
$7.5K - $8.14K
|
83
$8.16K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
111+ 34.58% |
$9.9K - $10.4K
|
432
$42.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.17KNew |
$194K - $203K
|
2.17K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-90- 48.65% |
$8.03K - $8.41K
|
95
$9.34K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.26KNew |
$201K - $211K
|
2.26K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-151- 0.49% |
$13.5K - $14.1K
|
30.5K
$3M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
277+ 10.45% |
$24.7K - $25.9K
|
2.93K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
139New |
$12.4K - $13K
|
139
$13.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
104New |
$9.28K - $9.72K
|
104
$10.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
103New |
$9.19K - $9.63K
|
103
$10.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
55.1KNew |
$4.92M - $5.15M
|
55.1K
$5.42M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157New |
$14K - $14.7K
|
157
$15.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-388- 1.76% |
$34.6K - $36.3K
|
21.7K
$2.13M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
231New |
$20.6K - $21.6K
|
231
$22.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
83New |
$6.99K - $7.78K
|
83
$8.16K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.75K+ 3.92% |
$147K - $164K
|
46.3K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.5K+ 49.76% |
$2.65M - $2.95M
|
94.7K
$9.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
451+ 5.44% |
$38K - $42.3K
|
8.73K
$859K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-900- 47.12% |
$75.8K - $84.4K
|
1.01K
$99.3K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
2.25KNew |
$189K - $211K
|
2.25K
$221K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
300+ 9.72% |
$25.3K - $28.1K
|
3.39K
$333K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
745New |
$62.8K - $69.8K
|
745
$73.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
720+ 3.26% |
$60.7K - $67.5K
|
22.8K
$2.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
220New |
$18.5K - $20.6K
|
220
$21.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
26.9KNew |
$2.27M - $2.52M
|
26.9K
$2.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
187+ 7.84% |
$15.8K - $17.5K
|
2.57K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
97New |
$8.17K - $9.09K
|
97
$9.54K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
37.4KNew |
$3.15M - $3.5M
|
37.4K
$3.67M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.58KNew |
$193K - $220K
|
2.58K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.95KNew |
$221K - $252K
|
2.95K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.95KNew |
$221K - $252K
|
2.95K
$290K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-369- 73.07% |
$27.6K - $31.5K
|
136
$13.4K
|
|