Latest Institutional Transactions on Invesco S&P 500 Equal Weight R (EWRE)
This table provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight R (EWRE) 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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
49.8K+ 23.96% |
N/A
|
258K
$0
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 12.33% |
N/A
|
3.56K
$0
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.37K+ 9.97% |
N/A
|
15.1K
$0
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.33K+ 45.25% |
N/A
|
4.27K
$0
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-177- 0.59% |
N/A
|
30K
$0
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
6.13KNew |
N/A
|
6.13K
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.35K+ 0.55% |
N/A
|
249K
$0
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.86K- 1.73% |
N/A
|
105K
$0
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
34.8KNew |
N/A
|
34.8K
$0
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-9- 0.1% |
N/A
|
9.12K
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
390+ 2.46% |
$0 - $13.1K
|
16.2K
$0
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.94K+ 35.06% |
$0 - $98.8K
|
11.3K
$0
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.8KNew |
$0 - $429K
|
12.8K
$0
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.16K- 21.09% |
$0 - $140K
|
15.6K
$0
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.93KClosed |
$0 - $266K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
997+ 1.24% |
$0 - $33.5K
|
81.5K
$0
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9- 16.67% |
$0 - $302
|
45
$0
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21- 0.17% |
$0 - $705
|
12K
$0
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
28.2KNew |
$0 - $947K
|
28.2K
$0
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-223- 0.9% |
$0 - $7.49K
|
24.6K
$0
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-763- 5.88% |
$0 - $25.6K
|
12.2K
$0
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27.9K+ 7.21% |
$0 - $938K
|
415K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-196- 1.87% |
$0 - $6.58K
|
10.3K
$0
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.95K+ 11.55% |
$0 - $99.1K
|
28.5K
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.1K+ 28.45% |
$0 - $1.62M
|
217K
$0
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
143+ 3.42% |
$0 - $4.8K
|
4.32K
$0
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
242New |
$0 - $8.12K
|
242
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.8K+ 50.8% |
$0 - $565K
|
50K
$0
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.48K- 5.55% |
$0 - $49.8K
|
25.2K
$0
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.54KNew |
$0 - $51.8K
|
1.54K
$0
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.22K+ 7.96% |
$0 - $40.8K
|
16.5K
$0
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-89.6K- 76.56% |
$0 - $3.01M
|
27.4K
$0
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-294- 1.34% |
$0 - $9.87K
|
21.7K
$0
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-1.91K- 1.01% |
$0 - $64.1K
|
187K
$0
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.7K+ 2.52% |
$0 - $57K
|
69.2K
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
208+ 1.37% |
$0 - $6.98K
|
15.4K
$0
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.65% |
$0 - $67.1
|
310
$0
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$0 - $2.82K
|
84
$0
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-7.75K- 7.86% |
$0 - $260K
|
90.8K
$0
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 2.04% |
$0 - $33.6
|
48
$0
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12.7KNew |
$0 - $427K
|
12.7K
$0
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-792- 2.63% |
$0 - $26.6K
|
29.3K
$0
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-77- 75.49% |
$2.07K - $2.59K
|
25
$0
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5.65K- 99.42% |
$152K - $190K
|
33
$0
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.12KNew |
$219K - $273K
|
8.12K
$0
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7KNew |
$188K - $236K
|
7K
$0
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-580- 7.48% |
$15.6K - $19.5K
|
7.17K
$0
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
185New |
$4.98K - $6.23K
|
185
$0
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
25New |
$673 - $841
|
25
$0
|