Purchases and Sales Made in Q1 2025 in Invesco ETF Tr S&P 500 Equal W (RCD)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RCD) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR S&P 500 EQUAL W.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.4K+ 27228.5% |
N/A
|
56.6K
$0
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
8.73K+ 32.82% |
N/A
|
35.3K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
4.51K+ 16.19% |
N/A
|
32.3K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
600New |
N/A
|
600
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
110+ 366.67% |
N/A
|
140
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
104New |
N/A
|
104
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
12+ 0.37% |
N/A
|
3.29K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.02% |
N/A
|
4.45K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-30- 10.91% |
N/A
|
245
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-43- 29.05% |
N/A
|
105
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-307- 1.45% |
N/A
|
20.9K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-548- 2.81% |
N/A
|
19K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-610- 2.33% |
N/A
|
25.6K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-853- 33.65% |
N/A
|
1.68K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.23K- 3.91% |
N/A
|
30.1K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.54K- 46.02% |
N/A
|
4.16K
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.6K- 41.06% |
N/A
|
20.9K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-55K- 99.59% |
N/A
|
228
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-88.4K- 83.98% |
N/A
|
16.9K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.49M- 74.63% |
N/A
|
507K
$0
|