Purchases and Sales Made in Q3 2021 in Invesco S&P 500 Equal Weight R (EWRE)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight R (EWRE) during Q3 2021. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
138KNew |
$5.02M - $5.44M
|
138K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
136KNew |
$4.94M - $5.36M
|
136K
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
62.9KNew |
$2.29M - $2.49M
|
62.9K
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
59.2K+ 62.7% |
$2.15M - $2.34M
|
154K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.8KNew |
$1.3M - $1.42M
|
35.8K
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
32K+ 503.52% |
$1.17M - $1.26M
|
38.4K
$0
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
19.9K+ 39.32% |
$724K - $786K
|
70.5K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.7KNew |
$643K - $698K
|
17.7K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.8K+ 19.06% |
$430K - $466K
|
73.7K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$408K - $443K
|
11.2K
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
9.8K+ 6.25% |
$357K - $387K
|
167K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.8K+ 94.18% |
$320K - $347K
|
18.1K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.52K+ 49.01% |
$310K - $337K
|
25.9K
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
6.74K+ 7.06% |
$245K - $266K
|
102K
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.03K+ 78.11% |
$147K - $159K
|
9.19K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.52K+ 5.07% |
$91.9K - $99.7K
|
52.3K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
2.51K+ 20.41% |
$91.4K - $99.1K
|
14.8K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
874+ 2.19% |
$31.8K - $34.5K
|
40.8K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
255+ 4.23% |
$9.28K - $10.1K
|
6.28K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
228New |
$8.3K - $9.01K
|
228
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
184+ 0.53% |
$6.7K - $7.27K
|
35.2K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
120+ 5.98% |
$4.37K - $4.74K
|
2.13K
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
63New |
$2.29K - $2.49K
|
63
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.51% |
$146 - $158
|
781
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-253- 0.75% |
$9.21K - $9.99K
|
33.4K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.04K- 9.84% |
$37.7K - $40.9K
|
9.49K
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.64K- 30.12% |
$59.9K - $64.9K
|
3.81K
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.18K- 5.28% |
$79.2K - $85.9K
|
39K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-7.88K- 55.65% |
$287K - $311K
|
6.28K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.1K- 53.51% |
$659K - $715K
|
15.7K
$0
|