Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
65+ 9.21% |
$19.1K - $20.9K
|
771
$0
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
63+ 1.53% |
$18.5K - $20.2K
|
4.19K
$0
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
48+ 0.21% |
$14.1K - $15.4K
|
23.4K
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47+ 3.32% |
$13.8K - $15.1K
|
1.46K
$0
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42+ 0.55% |
$12.3K - $13.5K
|
7.68K
$0
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
35+ 1.95% |
$10.3K - $11.2K
|
1.83K
$0
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
27+ 0.07% |
$7.92K - $8.66K
|
37.3K
$0
|
|
Dec 02, 2021
Q3 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
23+ 0.81% |
$6.74K - $7.38K
|
2.87K
$0
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
16+ 0.95% |
$4.69K - $5.13K
|
1.71K
$0
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
12+ 5.66% |
$3.52K - $3.85K
|
224
$0
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6+ 0.07% |
$1.76K - $1.93K
|
8.56K
$0
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.07% |
$293 - $321
|
1.34K
$0
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.52% |
$293 - $321
|
192
$0
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.25% |
$293 - $321
|
409
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3- 0.17% |
$880 - $963
|
1.75K
$0
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-5- 5.32% |
$1.47K - $1.6K
|
89
$0
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5- 0.24% |
$1.47K - $1.6K
|
2.04K
$0
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-6- 0.66% |
$1.76K - $1.93K
|
901
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 0.55% |
$2.05K - $2.25K
|
1.28K
$0
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-10- 1.08% |
$2.93K - $3.21K
|
915
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12- 1.66% |
$3.52K - $3.85K
|
713
$0
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-17- 0.41% |
$4.98K - $5.45K
|
4.1K
$0
|
|
Nov 12, 2021
Q3 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-22- 1.43% |
$6.45K - $7.06K
|
1.52K
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-25- 1.07% |
$7.33K - $8.02K
|
2.32K
$0
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-27- 0.23% |
$7.92K - $8.66K
|
11.5K
$0
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-30- 1.5% |
$8.8K - $9.63K
|
1.97K
$0
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-31- 1.81% |
$9.09K - $9.95K
|
1.68K
$0
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-34- 1.52% |
$9.97K - $10.9K
|
2.2K
$0
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41- 0.15% |
$12K - $13.2K
|
27.8K
$0
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-45- 1.27% |
$13.2K - $14.4K
|
3.51K
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-45- 1.38% |
$13.2K - $14.4K
|
3.21K
$0
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-50Closed |
$14.7K - $16K
|
0
$0
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-59- 32.96% |
$17.3K - $18.9K
|
120
$0
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-80- 28.17% |
$23.5K - $25.7K
|
204
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-82- 10.69% |
$24K - $26.3K
|
685
$0
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-84- 3.3% |
$24.6K - $27K
|
2.47K
$0
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-85- 59.44% |
$24.9K - $27.3K
|
58
$0
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-99- 3.18% |
$29K - $31.8K
|
3.02K
$0
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-99- 8.38% |
$29K - $31.8K
|
1.08K
$0
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-101- 0.59% |
$29.6K - $32.4K
|
17.1K
$0
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-125- 12.02% |
$36.7K - $40.1K
|
915
$0
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-130- 1.54% |
$38.1K - $41.7K
|
8.31K
$0
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-139- 1.32% |
$40.8K - $44.6K
|
10.4K
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-145- 97.32% |
$42.5K - $46.5K
|
4
$0
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-177- 2.77% |
$51.9K - $56.8K
|
6.2K
$0
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-208- 13.67% |
$61K - $66.7K
|
1.31K
$0
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-230- 19.49% |
$67.4K - $73.8K
|
950
$0
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-248- 0.72% |
$72.7K - $79.6K
|
34.3K
$0
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-283- 4.97% |
$83K - $90.8K
|
5.41K
$0
|