Latest Institutional Purchases of Invesco S&P 500 Equal Weight R (EWRE)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight R (EWRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
171K+ 221.61% |
$0 - $5.73M
|
248K
$0
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
107KNew |
$0 - $3.6M
|
107K
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.1K+ 28.45% |
$0 - $1.62M
|
217K
$0
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
28.2KNew |
$0 - $947K
|
28.2K
$0
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27.9K+ 7.21% |
$0 - $938K
|
415K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.8K+ 50.8% |
$0 - $565K
|
50K
$0
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.8KNew |
$0 - $429K
|
12.8K
$0
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12.7KNew |
$0 - $427K
|
12.7K
$0
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.95K+ 11.55% |
$0 - $99.1K
|
28.5K
$0
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.94K+ 35.06% |
$0 - $98.8K
|
11.3K
$0
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.7K+ 2.52% |
$0 - $57K
|
69.2K
$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 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
997+ 1.24% |
$0 - $33.5K
|
81.5K
$0
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
390+ 2.46% |
$0 - $13.1K
|
16.2K
$0
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
302+ 2.25% |
$0 - $10.1K
|
13.7K
$0
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
242New |
$0 - $8.12K
|
242
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
208+ 1.37% |
$0 - $6.98K
|
15.4K
$0
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
143+ 3.42% |
$0 - $4.8K
|
4.32K
$0
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$0 - $2.82K
|
84
$0
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
27+ 0.3% |
$0 - $906
|
9.13K
$0
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.65% |
$0 - $67.1
|
310
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
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 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
446New |
$12K - $15K
|
446
$0
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
217New |
$5.84K - $7.3K
|
217
$0
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
185New |
$4.98K - $6.23K
|
185
$0
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
31New |
$835 - $1.04K
|
31
$0
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
25New |
$673 - $841
|
25
$0
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6New |
$162 - $202
|
6
$0
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.28K+ 2.17% |
$0 - $41.9K
|
60.3K
$0
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$0 - $3.27K
|
100
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.2KNew |
$0 - $727K
|
23.2K
$0
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1New |
$0 - $31.4
|
1
$0
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
24KNew |
$681K - $836K
|
24K
$0
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.46K+ 8.65% |
$98.2K - $121K
|
43.5K
$0
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.94KNew |
$83.3K - $102K
|
2.94K
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.61K+ 459.79% |
$74K - $90.8K
|
3.17K
$0
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
326+ 2.68% |
$9.25K - $11.4K
|
12.5K
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
157New |
$4.45K - $5.47K
|
157
$0
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
85.7KNew |
$2.58M - $2.82M
|
85.7K
$0
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.28KNew |
$249K - $272K
|
8.28K
$0
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$30.1K - $32.9K
|
1K
$0
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
497New |
$14.9K - $16.4K
|
497
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
466New |
$14K - $15.3K
|
466
$0
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
284New |
$8.53K - $9.34K
|
284
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
212+ 4.01% |
$6.37K - $6.97K
|
5.51K
$0
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42+ 18.42% |
$1.26K - $1.38K
|
270
$0
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
67New |
$2.07K - $2.51K
|
67
$0
|