Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
145K+ 67.3% |
$21M - $23.3M
|
360K
$0
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.3K+ 775.82% |
$5.13M - $5.67M
|
39.9K
$0
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
32.2KNew |
$4.67M - $5.17M
|
32.2K
$0
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
21.9KNew |
$3.18M - $3.51M
|
21.9K
$0
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
20.5KNew |
$2.98M - $3.29M
|
20.5K
$0
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
18.3K+ 12107.28% |
$2.65M - $2.94M
|
18.4K
$0
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.2K+ 53.47% |
$2.35M - $2.6M
|
46.4K
$0
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
15.9K+ 456.28% |
$2.31M - $2.55M
|
19.4K
$0
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
15.7KNew |
$2.27M - $2.51M
|
15.7K
$0
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 18.17% |
$2.1M - $2.32M
|
94K
$0
|
|
Feb 14, 2022
Q4 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7.72KNew |
$1.12M - $1.24M
|
7.72K
$0
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.24KNew |
$905K - $1M
|
6.24K
$0
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
6.23KNew |
$904K - $1M
|
6.23K
$0
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.09KNew |
$885K - $978K
|
6.09K
$0
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.25KNew |
$762K - $843K
|
5.25K
$0
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4KNew |
$581K - $642K
|
4K
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.39K+ 3.3% |
$492K - $544K
|
106K
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3.13K+ 33.21% |
$455K - $503K
|
12.6K
$0
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.93KNew |
$426K - $471K
|
2.93K
$0
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.88KNew |
$419K - $463K
|
2.88K
$0
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.76KNew |
$401K - $443K
|
2.76K
$0
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.73KNew |
$396K - $438K
|
2.73K
$0
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.48K+ 8871.43% |
$361K - $399K
|
2.51K
$0
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.45KNew |
$356K - $393K
|
2.45K
$0
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.83KNew |
$265K - $293K
|
1.83K
$0
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.7KNew |
$247K - $273K
|
1.7K
$0
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$246K - $271K
|
1.69K
$0
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.53KNew |
$222K - $245K
|
1.53K
$0
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.5K+ 29.59% |
$217K - $240K
|
6.55K
$0
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
1.46KNew |
$211K - $234K
|
1.46K
$0
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
1.42KNew |
$206K - $227K
|
1.42K
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.37K+ 17.76% |
$199K - $219K
|
9.06K
$0
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
1.23K+ 4.59% |
$179K - $197K
|
28K
$0
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.08KNew |
$157K - $173K
|
1.08K
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
968+ 6.29% |
$141K - $155K
|
16.4K
$0
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
805New |
$117K - $129K
|
805
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
732+ 2.13% |
$106K - $118K
|
35K
$0
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
553New |
$80.3K - $88.8K
|
553
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500New |
$72.6K - $80.3K
|
500
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
471+ 21.71% |
$68.4K - $75.6K
|
2.64K
$0
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
449+ 8.14% |
$65.2K - $72.1K
|
5.96K
$0
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
355+ 11.9% |
$51.6K - $57K
|
3.34K
$0
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
305New |
$44.3K - $49K
|
305
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
195+ 4.98% |
$28.3K - $31.3K
|
4.11K
$0
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
161+ 92.0% |
$23.4K - $25.8K
|
336
$0
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
133+ 93.01% |
$19.3K - $21.4K
|
276
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
130New |
$18.9K - $20.9K
|
130
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
96+ 4.03% |
$13.9K - $15.4K
|
2.48K
$0
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
80+ 0.62% |
$11.6K - $12.8K
|
13K
$0
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27+ 0.9% |
$3.92K - $4.33K
|
3.03K
$0
|