Latest Institutional Transactions on Invesco ETF Tr S&P 500 Equal W (EWCO)
This table provides information on the latest institutional transactions involving Invesco ETF Tr S&P 500 Equal W (EWCO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
94New |
$2.37K - $2.76K
|
94
$0
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
20.3KNew |
$538K - $596K
|
20.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.3KNew |
$616K - $683K
|
23.3K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
9.5KNew |
$251K - $278K
|
9.5K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
111New |
$2.93K - $3.25K
|
111
$0
|
|
| Q2 2023 | |||||||
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.93K- 32.71% |
$0 - $112K
|
8.09K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.21K+ 24.29% |
$0 - $120K
|
21.6K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.02K- 50.75% |
$0 - $29K
|
990
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.25K- 9.89% |
$0 - $64K
|
20.5K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.27K- 14.42% |
$0 - $93K
|
19.4K
$0
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
89New |
$2.26K - $2.67K
|
89
$0
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.62MNew |
$66.4M - $78.7M
|
2.62M
$0
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
75New |
$1.9K - $2.25K
|
75
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2KNew |
$48.6K - $54.2K
|
2K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.79KNew |
$43.4K - $48.4K
|
1.79K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
213+ 18.36% |
$5.18K - $5.77K
|
1.37K
$0
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
80New |
N/A
|
80
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.88KNew |
N/A
|
9.88K
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-91K- 82.65% |
N/A
|
19.1K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300+ 48.0% |
N/A
|
925
$0
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-6.65KClosed |
N/A
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-604Closed |
N/A
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58.5KNew |
N/A
|
58.5K
$0
|
|
| Q1 2022 | |||||||
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-245KClosed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-128Closed |
N/A
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-117Closed |
N/A
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-6.61KClosed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-70KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.29K- 34.93% |
N/A
|
4.26K
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 15.38% |
N/A
|
45
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Rba Wealth Management, LLC
|
SELL
|
- |
-8.32KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-42Closed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
15.9KNew |
N/A
|
15.9K
$0
|
|
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$0
|
|
| Q3 2019 | |||||||
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-9Closed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 09, 2019
Q2 2019
|
Rda Financial Network
|
SELL
|
- |
-3.88KClosed |
N/A
|
0
$0
|
|