Purchases and Sales Made in Q1 2024 in Invesco S&P 500 Equal Weight H (RYH)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight H (RYH) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT H.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
238KNew |
$0 - $7.22M
|
238K
$0
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
158K+ 18.83% |
$0 - $4.8M
|
997K
$0
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
155K+ 1295.81% |
$0 - $4.71M
|
167K
$0
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
128KNew |
$0 - $3.9M
|
128K
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118K+ 55.83% |
$0 - $3.58M
|
329K
$0
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
109KNew |
$0 - $3.31M
|
109K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.5K+ 18.93% |
$0 - $2.99M
|
619K
$0
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
94.7KNew |
$0 - $2.88M
|
94.7K
$0
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73.5KNew |
$0 - $2.23M
|
73.5K
$0
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
71.8KNew |
$0 - $2.18M
|
71.8K
$0
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
45.4K+ 17.82% |
$0 - $1.38M
|
300K
$0
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
35.8KNew |
$0 - $1.09M
|
35.8K
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
33.3K+ 22.91% |
$0 - $1.01M
|
179K
$0
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.8K+ 75.54% |
$0 - $845K
|
64.6K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.6K+ 64.79% |
$0 - $746K
|
62.5K
$0
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
21.9KNew |
$0 - $665K
|
21.9K
$0
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
13.7KNew |
$0 - $417K
|
13.7K
$0
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.5K+ 4.58% |
$0 - $409K
|
308K
$0
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
12.1K+ 1.78% |
$0 - $369K
|
694K
$0
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11.5KNew |
$0 - $349K
|
11.5K
$0
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$0 - $341K
|
11.2K
$0
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.05KNew |
$0 - $275K
|
9.05K
$0
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.53KNew |
$0 - $229K
|
7.53K
$0
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.68KNew |
$0 - $203K
|
6.68K
$0
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.01K+ 12.41% |
$0 - $183K
|
54.4K
$0
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.67K+ 62.81% |
$0 - $172K
|
14.7K
$0
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5.35K+ 16.4% |
$0 - $163K
|
38K
$0
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.92K+ 3.29% |
$0 - $149K
|
154K
$0
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.17K+ 0.7% |
$0 - $127K
|
603K
$0
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.85KNew |
$0 - $117K
|
3.85K
$0
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.06K+ 28.72% |
$0 - $92.9K
|
13.7K
$0
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 8.81% |
$0 - $89.5K
|
36.4K
$0
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.91K+ 35.65% |
$0 - $88.3K
|
11.1K
$0
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.6K+ 3.79% |
$0 - $78.8K
|
71K
$0
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.58K+ 38.45% |
$0 - $78.4K
|
9.29K
$0
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.56K+ 8.0% |
$0 - $77.8K
|
34.6K
$0
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.54K+ 2.08% |
$0 - $77K
|
124K
$0
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.05K+ 0.21% |
$0 - $62.2K
|
997K
$0
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.05K+ 0.21% |
$0 - $62.2K
|
997K
$0
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.92K+ 1.48% |
$0 - $58.4K
|
132K
$0
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.06K+ 6.38% |
$0 - $32.1K
|
17.6K
$0
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.03K+ 10.21% |
$0 - $31.1K
|
11.1K
$0
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
944+ 22.91% |
$0 - $28.7K
|
5.06K
$0
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
900+ 19.48% |
$0 - $27.3K
|
5.52K
$0
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
752New |
$0 - $22.8K
|
752
$0
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
615+ 0.66% |
$0 - $18.7K
|
94.3K
$0
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
553+ 27650.0% |
$0 - $16.8K
|
555
$0
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
462+ 1.2% |
$0 - $14K
|
39K
$0
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300New |
$0 - $9.11K
|
300
$0
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
300+ 4.33% |
$0 - $9.11K
|
7.24K
$0
|