Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.96KNew |
$0 - $1.27M
|
8.96K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
8.57KNew |
$0 - $1.21M
|
8.57K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.19K+ 455.59% |
$0 - $1.16M
|
9.98K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.64KNew |
$0 - $1.08M
|
7.64K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
6.91K+ 351.45% |
$0 - $979K
|
8.87K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.9KNew |
$0 - $977K
|
6.9K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.84K+ 200.0% |
$0 - $970K
|
10.3K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
5.13K+ 200.0% |
$0 - $727K
|
7.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.96K+ 118.29% |
$0 - $703K
|
9.15K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.23K+ 204.3% |
$0 - $599K
|
6.3K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.13K+ 200.0% |
$0 - $586K
|
6.2K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4K+ 170.74% |
$0 - $566K
|
6.34K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.95K+ 203.4% |
$0 - $560K
|
5.9K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.63K+ 200.0% |
$0 - $515K
|
5.45K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.49K+ 189.27% |
$0 - $495K
|
5.34K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.39K+ 201.49% |
$0 - $480K
|
5.07K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.18K+ 200.0% |
$0 - $451K
|
4.77K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.14K+ 183.19% |
$0 - $445K
|
4.85K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.1K+ 140.3% |
$0 - $440K
|
5.31K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.49K+ 35.16% |
$0 - $353K
|
9.56K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.34KNew |
$0 - $332K
|
2.34K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.17K+ 200.74% |
$0 - $307K
|
3.25K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
900+ 200.0% |
$0 - $128K
|
1.35K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
560New |
$0 - $79.4K
|
560
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
503+ 364.49% |
$0 - $71.3K
|
641
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
477+ 184.88% |
$0 - $67.6K
|
735
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
360+ 200.0% |
$0 - $51K
|
540
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
302+ 201.33% |
$0 - $42.8K
|
452
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
231+ 199.14% |
$0 - $32.7K
|
347
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
158+ 200.0% |
$0 - $22.4K
|
237
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150+ 200.0% |
$0 - $21.3K
|
225
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
141New |
$0 - $20K
|
141
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
100+ 48.78% |
$0 - $14.2K
|
305
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
92+ 200.0% |
$0 - $13K
|
138
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
84New |
$0 - $11.9K
|
84
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78+ 200.0% |
$0 - $11.1K
|
117
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
77New |
$0 - $10.9K
|
77
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64+ 200.0% |
$0 - $9.07K
|
96
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
63New |
$0 - $8.93K
|
63
$0
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
58+ 152.63% |
$0 - $8.22K
|
96
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
37New |
$0 - $5.24K
|
37
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
37+ 205.56% |
$0 - $5.24K
|
55
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12New |
$0 - $1.7K
|
12
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
2New |
$0 - $283
|
2
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-442- 85.0% |
$0 - $62.6K
|
78
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-474- 99.58% |
$0 - $67.2K
|
2
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.97K- 39.43% |
$0 - $421K
|
4.57K
$0
|