Purchases and Sales Made in Q2 2023 in Invesco S&P 500 Equal Weight R (EWRE)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight R (EWRE) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.8K+ 28.07% |
$0 - $2.72M
|
396K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.2KNew |
$0 - $727K
|
23.2K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
22.1KNew |
$0 - $694K
|
22.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$0 - $506K
|
16.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.13KNew |
$0 - $286K
|
9.13K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.28K+ 8.14% |
$0 - $260K
|
110K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.63K+ 26.51% |
$0 - $114K
|
17.3K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.59K+ 4.59% |
$0 - $81.2K
|
59K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.36K+ 4.81% |
$0 - $42.5K
|
29.5K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
373+ 0.66% |
$0 - $11.7K
|
57.2K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
262+ 2.2% |
$0 - $8.22K
|
12.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
111+ 0.48% |
$0 - $3.48K
|
23.3K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
57+ 7.5% |
$0 - $1.79K
|
817
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 1.34% |
$0 - $125
|
303
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1New |
$0 - $31.4
|
1
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-23- 0.24% |
$0 - $721
|
9.63K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-334- 1.17% |
$0 - $10.5K
|
28.2K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-371- 7.77% |
$0 - $11.6K
|
4.41K
$0
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-457- 4.77% |
$0 - $14.3K
|
9.13K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-969- 8.12% |
$0 - $30.4K
|
11K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-985- 3.13% |
$0 - $30.9K
|
30.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.39K- 20.63% |
$0 - $74.9K
|
9.19K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.77K- 10.47% |
$0 - $118K
|
32.3K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.56K- 16.55% |
$0 - $143K
|
23K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-5.3K- 7.9% |
$0 - $166K
|
61.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.42K- 18.54% |
$0 - $264K
|
37K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.4K- 57.05% |
$0 - $420K
|
10.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.5K- 14.43% |
$0 - $612K
|
116K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-22.5K- 17.48% |
$0 - $706K
|
106K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.3K- 57.39% |
$0 - $1.55M
|
36.6K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-93.9K- 63.82% |
$0 - $2.95M
|
53.3K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-116K- 49.94% |
$0 - $3.64M
|
116K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-173K- 99.33% |
$0 - $5.43M
|
1.17K
$0
|