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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
493New |
$33.5K - $38.8K
|
493
$48.5K
|
|
| Q3 2022 | |||||||
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.52KClosed |
$236K - $278K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
520New |
$34.9K - $41.2K
|
520
$51.1K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.77K+ 208.41% |
$588K - $695K
|
13K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
66.4K+ 128.91% |
$4.45M - $5.26M
|
118K
$11.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 0.87% |
$336 - $396
|
578
$56.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.91KNew |
$128K - $151K
|
1.91K
$187K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.46% |
$470 - $555
|
1.54K
$151K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1KNew |
$67.1K - $79.2K
|
1K
$98.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.64K+ 6.24% |
$110K - $130K
|
27.9K
$2.74M
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-30Closed |
$2.05K - $2.46K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6Closed |
$410 - $492
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
343New |
$23.4K - $28.1K
|
343
$33.7K
|
|
|
Aug 12, 2022
Q2 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-50.9KClosed |
$3.48M - $4.18M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.9KClosed |
$742K - $890K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
36.6KNew |
$2.5M - $3M
|
36.6K
$3.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-64- 1.95% |
$4.37K - $5.25K
|
3.22K
$316K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
5New |
$342 - $410
|
5
$492
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-250Closed |
$17.1K - $20.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-350- 2.19% |
$23.9K - $28.7K
|
15.6K
$1.53M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.74KClosed |
$187K - $225K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-590- 90.77% |
$40.3K - $48.4K
|
60
$5.9K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-612- 64.56% |
$46.4K - $50.2K
|
336
$33K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-4.74KClosed |
$359K - $388K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-220Closed |
$16.7K - $18K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-429Closed |
$32.5K - $35.2K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-164Closed |
$12.4K - $13.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-148Closed |
$10.8K - $11.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
475New |
$34.7K - $38.1K
|
475
$46.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-304- 32.03% |
$22.2K - $24.4K
|
645
$63.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.25KNew |
$91.2K - $100K
|
1.25K
$123K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-53- 0.95% |
$3.82K - $4.04K
|
5.52K
$543K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
10.2KNew |
$732K - $774K
|
10.2K
$999K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-170Closed |
$12.2K - $12.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.04KClosed |
$72.8K - $77.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-10.2KClosed |
$714K - $762K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-351Closed |
$24.6K - $26.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
469New |
$28.9K - $32.7K
|
469
$46.1K
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6Closed |
$370 - $419
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-1.86KClosed |
$115K - $130K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Domani Wealth, LLC
|
BUY
|
- |
4.28KNew |
$264K - $299K
|
4.28K
$421K
|
|
| Q4 2020 | |||||||
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.28KNew |
$67.5K - $80.5K
|
1.28K
$126K
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-212Closed |
$11.2K - $13.3K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-252Closed |
$13.3K - $15.9K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
200New |
$10.6K - $12.6K
|
200
$19.7K
|
|
|
Feb 02, 2021
Q4 2020
|
Narwhal Capital Management
|
SELL
|
- |
-5.11KClosed |
$270K - $321K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-731Closed |
$38.6K - $46K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
130New |
$6.87K - $8.18K
|
130
$12.8K
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.18K- 50.0% |
$110K - $125K
|
2.18K
$214K
|
|