Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
19.4KNew |
N/A
|
19.4K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
9.67KNew |
N/A
|
9.67K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.23K+ 9.06% |
N/A
|
14.9K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
775+ 23.44% |
N/A
|
4.08K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
421+ 9.14% |
N/A
|
5.03K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
126+ 1.5% |
N/A
|
8.51K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.64% |
N/A
|
316
$0
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-63- 0.3% |
N/A
|
20.8K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-92- 1.27% |
N/A
|
7.17K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-103- 1.45% |
N/A
|
7.02K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-735- 2.54% |
N/A
|
28.2K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-10.5K- 29.15% |
N/A
|
25.5K
$0
|