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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-30Closed |
$2.05K - $2.46K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
343New |
$23.4K - $28.1K
|
343
$38.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.9KClosed |
$742K - $890K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-50.9KClosed |
$3.48M - $4.18M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
36.6KNew |
$2.5M - $3M
|
36.6K
$4.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
5New |
$342 - $410
|
5
$560
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-350- 2.19% |
$23.9K - $28.7K
|
15.6K
$1.75M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-250Closed |
$17.1K - $20.5K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-590- 90.77% |
$40.3K - $48.4K
|
60
$6.72K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-612- 64.56% |
$46.4K - $50.2K
|
336
$37.6K
|
|
|
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
$53.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-304- 32.03% |
$22.2K - $24.4K
|
645
$72.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.25KNew |
$91.2K - $100K
|
1.25K
$140K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
10.2KNew |
$732K - $774K
|
10.2K
$1.14M
|
|
|
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
$52.5K
|
|
|
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
$480K
|
|
| Q4 2020 | |||||||
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.28KNew |
$67.5K - $80.5K
|
1.28K
$143K
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-252Closed |
$13.3K - $15.9K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-212Closed |
$11.2K - $13.3K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
200New |
$10.6K - $12.6K
|
200
$22.4K
|
|
|
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 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-114Closed |
$5.75K - $6.53K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.18K- 50.0% |
$110K - $125K
|
2.18K
$244K
|
|
|
Nov 12, 2020
Q3 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.27KClosed |
$266K - $302K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-425Closed |
$21.4K - $24.3K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-467Closed |
$23.5K - $26.7K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-380Closed |
$19.2K - $21.8K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-750Closed |
$37.8K - $43K
|
0
$0
|
|
| Q2 2020 | |||||||
|
May 19, 2025
Q2 2020
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-16.5KClosed |
$693K - $918K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.17K- 5.15% |
$49.2K - $65.2K
|
21.6K
$2.42M
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-500Closed |
$21K - $27.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-920Closed |
$38.6K - $51.1K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-830- 56.46% |
$34.8K - $46.1K
|
640
$71.7K
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-148Closed |
$6.21K - $8.23K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-41Closed |
$1.72K - $2.28K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 33.33% |
$4.19K - $5.56K
|
200
$22.4K
|
|
| Q1 2020 | |||||||
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-21Closed |
$798 - $1.26K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-2.58KClosed |
$98K - $154K
|
0
$0
|
|